Transfr

Account Manager

Transfr

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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Salary

💰 $90,000 - $110,000 per year

About the role

  • Proactively own renewals for a portfolio of assigned customers, ensuring timely execution and minimal churn.
  • Develop customized renewal proposals and pricing options 120+ days in advance of renewal dates.
  • Mitigate risks of cancellation by identifying challenges early and developing retention strategies in collaboration with SWMs and Customer Success Managers.
  • Maintain accurate renewal forecasting and pipeline visibility through consistent reporting.
  • Identify and execute on upsell and cross-sell opportunities within assigned accounts using consultative, value-based selling techniques.
  • Partner with leadership to drive revenue expansion goals and contribute to quarterly growth planning.
  • Work closely with SWMs, Customer Success, Deal Desk, Finance, Legal, and Sales Operations to streamline renewal processes and address customer needs.
  • Maintain detailed and accurate records of all renewal activities, proposals, and customer communications in Salesforce.
  • Provide timely and precise weekly, monthly, and quarterly forecasts to leadership.
  • Continuously refine renewal and upsell workflows to improve efficiency and consistency.

Requirements

  • 3–5 years of experience in renewals or account management within SaaS, EdTech, or a related software industry.
  • Proven record of meeting or exceeding renewal and upsell targets.
  • Strong negotiation, communication, and relationship management skills with comfort engaging C-level executives.
  • High attention to detail and strong organizational skills with a process-driven mindset.
  • Experience managing cross-functional projects under tight deadlines.
  • Proficiency with Salesforce or similar CRM platforms.
Benefits
  • health benefits
  • stock options
  • 401(k)
  • paid vacation and sick time
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
renewal managementaccount managementupsellingcross-sellingforecastingreportingretention strategiesnegotiationconsultative sellingprocess improvement
Soft Skills
communicationrelationship managementorganizational skillsattention to detailcollaborationproblem-solvingleadershipcustomer engagementtime managementadaptability