Open role

Account Manager (Client Relationship Manager)

San Francisco, CA (On-site) · Full-time

As an Account Manager, you will nurture and grow the relationships with our client companies after they have been onboarded. Your focus will be on ensuring each client continues to see value from Methodic, addressing their ongoing needs, and ultimately securing renewals and expansions. You will be both an advocate for the client within Methodic and an advocate for Methodic to the client—making sure we deliver on our promises and that the client is aware of all the ways they can leverage our platform.

Responsibilities

Serve as the primary point of contact for a portfolio of client accounts, developing a deep understanding of each client’s business model and goals, and how they are using Methodic.
Proactively reach out to clients with insights and suggestions – for example, recommending features of Methodic they aren’t yet using or sharing industry best practices to help them grow.
Conduct regular check-in calls or business reviews with clients to review their success metrics, address any concerns, and ensure they are on track to meet their objectives using our platform.
Coordinate closely with Customer Success and Support teams to make sure any client issues are resolved and that the client feels supported. Step in to manage escalations if a client has a serious concern.
Identify opportunities for upselling or cross-selling: perhaps a client is launching a new product that could also be built on Methodic, or they might benefit from a higher tier plan or custom integration. Work with sales leadership to pitch and close these opportunities.
Oversee the renewal process for your accounts, including negotiating renewal terms and pricing when necessary. Provide clients with data and success stories (like how Methodic saved them time/money) to reinforce the value they’re getting.
Maintain accurate records of client interactions, preferences, and contract details in our CRM. Use this information to personalize your approach and to forecast renewal rates and growth opportunities for planning.

Requirements

4+ years of experience in account management or enterprise customer success, preferably with B2B SaaS clients.
Exceptional relationship-building and communication skills. You should be adept at building rapport and trust, and comfortable engaging with everyone from day-to-day operators to C-level executives at the client company.
Strong business acumen and the ability to understand and speak to clients’ strategic objectives. You can connect how Methodic’s solutions support their specific business outcomes (revenue growth, risk reduction, cost savings, etc.).
Negotiation and sales skills for upsells/renewals – you can handle commercial discussions professionally and assertively when needed.
Highly organized, with the ability to manage and prioritize a large number of accounts without dropping the ball. Experience with CRM software to track account activity is important.
Analytical mindset: able to use usage data or performance metrics to identify accounts at risk or opportunities for growth, and to prepare compelling reports for clients.
Self-motivated and proactive. You don't wait for the client to call you – you anticipate needs and reach out with solutions.

Submit your application

Provide a few details and our hiring team will reach out with next steps.

Candidate details

Optional, max 5MB.

We email a confirmation to the hiring team.