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About the role
Key responsibilities & impact- Manage relationships with Workyard's top 150-200 accounts, the highest-MRR customers in the business.
- Develop project-level knowledge of how each customer operates and where Workyard delivers value for them.
- Build trusted relationships with key stakeholders and serve as the executive advisor for the account.
- Act as the Voice of the Customer within Workyard, surfacing customer needs and feedback to the Engineering, Sales, and Marketing teams, and advocating internally for accounts that need support.
- Proactively engage accounts to identify and address churn risk early.
- Identify upsell and cross-sell opportunities and close them at or above forecast.
- Negotiate renewals and drive multi-year agreements.
- Develop external growth opportunities such as referrals, testimonials, case studies, and white papers.
- Manage every renewal in the book, tracking upcoming contracts, account health, and risk well in advance to ensure on-time, full-value renewals.
- Identify accounts ready to expand (additional crews, features, or usage) and build the business case while the value is clear.
- Take advantage of the post-implementation value to convert monthly customers to annual, find more upgrade opportunities, and/or get referrals.
- Develop and refine playbooks that make account management repeatable and scalable as the book grows.
- Partner with and mentor other account managers, sharing strategies and best practices.
- Contribute to a collaborative, high-standard team culture consistent with Workyard's CS culture standards.
Requirements
What you’ll need- Proven track record managing a book of business and meeting retention and expansion targets, ideally in B2B SaaS.
- Demonstrated ability to work independently, setting priorities and managing a pipeline with minimal direction.
- Strong executive presence, with the ability to advise senior stakeholders such as owners and VPs.
- Strong commercial instincts, with the ability to identify and close growth opportunities.
- Clear, direct communication skills.
- Experience selling to or supporting contractors, trades, or construction businesses (preferred).
- Experience owning both renewals and expansion within a single role (preferred).
Benefits
Comp & perks- Comprehensive benefits including Aetna medical, dental, and vision coverage
- Flexible Spending Accounts (FSA)
- Teladoc virtual care
- One Medical membership
- Kindbody family-building support
- Employee Assistance Program
- 401(k) retirement plan through Empower
- Pre-tax commuter benefits (for those based in our San Francisco office)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Pipeline ManagementContract NegotiationUpsellingCross-SellingCustomer Advocacy
Soft Skills
Clear CommunicationRelationship BuildingMentoringCollaborationIndependent Work
