Account Manager responsible for client relationships at DigiStream Investigations in Sacramento. Presenting investigative and intelligence solutions to clients to support fraud mitigation efforts.
About the role
- SMB Account Manager responsible for nurturing healthcare practice relationships using SaaS. Driving product adoption and managing renewals while minimizing churn and ensuring account health.
Responsibilities
- Own and manage a portfolio of SMB accounts as their primary point of contact
- Build strong relationships and conduct regular business reviews to show value and drive engagement
- Identify and close upsell and cross-sell opportunities; hit monthly/annual upsell bookings targets
- Manage the renewal process, with an emphasis on early pre-renewals
- Monitor account health, address risks proactively, and reduce customer churn
- Collaborate with internal teams to resolve issues and improve customer outcomes
- Keep accurate forecasts and maintain CRM hygiene
Requirements
- 2–4+ years of Account Management, Customer Success, or related experience in SaaS
- Experience working with SMB accounts and/or subscription-based revenue models
- Strong relationship-building and communication skills, with the ability to influence stakeholders
- Proven track record of meeting or exceeding upsell or renewal goals
- Experience in healthcare, patient engagement tools, or practice management software is a plus
- Highly organized, self-driven, and comfortable managing a high-volume book of business.
Benefits
- Nurturing and growing relationships with SMB healthcare practices
- Driving product adoption
- Identifying upsell opportunities
- Securing early renewals while minimizing churn
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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