Small Business Account Manager

We are seeking a Small Business Account Manager to oversee and grow an assigned client portfolio by providing exceptional service, educating customers, identifying growth opportunities, and ensuring timely renewals. This role focuses on deepening existing customer relationships while also supporting team members as needed.  

Key Accountabilities: 

• Collaborate with Sales and Customer Success to communicate CentralReach's value, vision, and strategy, driving business growth. 

• Lead regular business reviews to stay aligned with customers as they scale. 

• Build and execute strategic account plans across your book of business, prioritizing efforts to hit growth and retention goals. 

• Partner strategically with clients to understand their goals and align them with our products and services. 

• Deliver product demonstrations and presentations tailored to client needs. 

• Support account renewals, emphasizing growth, and multi-year commitments when necessary. 

• Maintain accurate CRM records of customer interactions, successes, and challenges. 

• Provide proactive communication and feedback to customers and internal teams on product insights and market trends. 

• Engage with the CentralReach Product Council, sharing customer-driven feedback to shape the product roadmap. 

• Travel up to 30% to meet with clients on-site and strengthen key relationships. 

Desired Skills and Experience: 

• 2+ years in a SaaS Sales environment as an account manager. 

• Health-tech account management experience is a bonus. 

• Experience with the CentralReach platform is a plus. 

• Ability to understand a client's business and educate them on CentralReach's value. 

• Extreme hunger to succeed and help CentralReach and its customers win. 

• Thrives in a fast-changing environment and embraces aggressive goals. 

• Naturally curious, always learning about the sales process, prospects, and solutions. 

• Skilled with Sales CRM tools such as Salesforce. 

• Excellent written and verbal communication, strong attention to detail, and follow-through. 

• Hustles without sacrificing preparedness. 

• Proactive approach to account management. 

• Comfortable leading with discovery questions to uncover account needs.