About AgentSync:

AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and  automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

About the Role:

As a SaaS Account Manager, you will play a key role in maintaining and growing relationships with customers whose accounts generate an Annual Recurring Revenue (ARR) of $75,000 or less. Your primary focus will be on renewing existing contracts, ensuring customer satisfaction, and identifying opportunities to upsell or cross-sell within the customer base. Maintaining a high renewal rate and fostering customer loyalty are essential to the company’s success. You will act as the trusted advisor for your customers, guiding them through their renewal, identifying up-sell opportunities, and ensuring they derive maximum value from our services.

What you'll do:

Customer retention is critical to the long-term growth and sustainability of any SaaS business. Renewing existing accounts not only reduces churn but also allows for long-term planning and the identification of potential growth opportunities within the customer base. As an Account Manager, your work directly impacts the company’s ARR and customer satisfaction metrics. By renewing these commercial and mid-market accounts, you maintain a stable revenue stream and contribute to increasing overall customer lifetime value (CLTV).

Key Responsibilities:

• Renewals: Own and manage the renewal process for a portfolio of accounts worth $75,000 ARR or less, ensuring high retention rates.
• Upselling and Cross-selling: Identify and capitalize on opportunities to expand customer usage by recommending relevant product features, upgrades, or complementary services.
• Data-Driven Management: Monitor key account health metrics, renewal status, and overall usage patterns using CRM and analytics tools to proactively manage renewals. While customer success “owns” these KPIs, the AM is a customer of the metrics.
• Reporting: Accurately Forecast and report on renewal status, customer engagement, and churn risks to the Director of Sales and Director of CSM.

How you'll be impactful:

• Proactive Communication: Regularly engage customers to ensure there is a pulse on the relationship and POV on likelihood to renew. While the CSM is the customers primary POC, the AM should be riding along for certain meetings in order to keep a pulse on the account and ensure the renewal is likely.
• Customer-Centric Mindset: Focus on value realization with customers by aligning their business goals with the product’s capabilities during renewal conversations. Show empathy and patience when addressing customer challenges, understanding that satisfaction is key to renewals.
• Solution-Oriented: Be a problem solver—find ways to address customer needs using the product’s features and identify growth opportunities.
• Mastering Product Knowledge: Develop a deep understanding of the SaaS product and its value propositions to better guide customers in using features that can optimize their workflows.
• Churn Prevention: Proactively identify signs of dissatisfaction or lack of engagement and address these issues before the renewal period. Use data and account history to understand and mitigate churn risk effectively.
• Collaboration with Cross-Functional Teams: Work closely with sales, Customer Success, marketing, and customer support to deliver a seamless experience to customers and ensure alignment on key account strategies.
• Effective Time Management: Prioritize accounts and renewal opportunities efficiently to maximize the impact of your efforts. Use CRM tools to keep track of all customer interactions and renewal timelines.

Your Experience:

• 2-3 years of experience in a SaaS account management, customer success, or sales role, ideally focused on accounts of similar size.
• Proven track record of successfully managing renewals and building customer relationships.
• Strong communication, negotiation, and interpersonal skills.
• Ability to handle multiple accounts and meet deadlines in a fast-paced environment.
• Familiarity with CRM systems (e.g., Salesforce, HubSpot) and customer success software.

This role is designed for someone who thrives in a customer-facing position and understands the importance of nurturing long-term relationships to drive business outcomes. Successful renewals will directly contribute to the company’s bottom line, and your ability to manage these relationships will be essential to retaining valuable customers.

Don’t meet every single requirement? 

At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Salary:

Location

Denver/Boulder Metro 

Salary & Benefits

$90,000 - $150,000 OTE

Additionally, this role is eligible to participate in AgentSync’s equity programs. 100% Company Paid Healthcare Insurance (for you and any dependents)

• Medical
• Dental
• Vision
• Parental leave and return to work childcare stipend

Financial Benefits

• 401(k) retirement savings plan

Other Benefits

• Unlimited PTO
• 11 paid holidays per year

Candidates: AgentSync Recruiting & Talent teams will only communicate with you using @agentsync.io email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).