TrustEngine

Account Manager

• Build and maintain strong relationships with key stakeholders and decision-makers, serving as a trusted advisor from onboarding to ongoing success.
• Develop and execute strategic account plans to maximize revenue and customer lifetime value through upselling, cross-selling, and expansion.
• Conduct regular business reviews to assess customer health and proactively uncover expansion opportunities.
• Achieve assigned revenue targets by identifying and pursuing upselling, cross-selling, and renewal opportunities.
• Monitor customer health, identify risks, and develop mitigation strategies to ensure continued success and accurately forecast revenue.
• Provide ongoing support and guidance to customers to ensure full utilization of TrustEngine solutions.
• Analyze customer data to understand product usage, identify improvements, and drive adoption of TrustEngine products by LOs.
• Develop and present data-driven recommendations to optimize customers' business processes and maximize value.
• Collaborate with Marketing, Sales, Product, and Support to convey customer needs and achieve revenue and growth goals.

Client Account Manager

• Develop and execute a comprehensive sales strategy that encompasses new business acquisition and client account expansion.
• Design scalable outbound processes, defining clear qualification criteria, and creating repeatable playbooks and messaging frameworks.
• Build, lead, and mentor a high-performing sales and customer organization to become trusted advisors who are equipped with the skills and industry knowledge to solve business challenges for clients.
• Proactively guide the team to consistently exceed revenue and retention targets by identifying and securing opportunities for upselling, cross-selling, and strategic account expansion.
• Champion a data-first culture by leveraging both internal and external data to inform all sales motions.
• Act as a senior point of contact for key accounts, building strong, lasting relationships with executives and decision-makers to secure long-term partnerships and renewals.
• Work closely with internal operations teams to demonstrate product ROI, predict client churn, and measure team performance and success.
• Partner with internal teams, including Marketing, Product, Finance, and Operations, to align on target accounts, campaigns, pipeline objectives, and go-to-market strategies.

Client Account Manager

Head of Growth, Sales & Client Account Management