Account Manager

Blue Link ERP is an integrated Enterprise Resource Planning software for small to mid-sized wholesalers and distributors, providing a single system to manage core operations like accounting, inventory, order processing, and warehouse management, automating workflows, reducing manual data entry, and offering features for e-commerce integration, lot tracking, job costing, and financial reporting to streamline growth and provide better business insights. 

As an Account Manager, you’ll serve as a trusted partner for your accounts, building strong relationships, identifying growth opportunities, and executing strategies that expand adoption and revenue. You’ll collaborate closely with internal teams to deliver tailored solutions that accelerate both customer success and Blue Link's business growth. 

This is an exciting opportunity for a proactive, customer-centric professional who thrives on uncovering new opportunities within existing relationships and driving measurable impact. 

• →Serve as the primary relationship owner for a portfolio of mid-market and enterprise accounts. 

• →Build trust and alignment with decision-makers and day-to-day champions across customer organizations. 

• →Proactively manage contract renewals to ensure consistent customer satisfaction and retention. 

• →Anticipate risks, identify at-risk accounts early, and execute mitigation strategies to maintain long-term relationships. 

• →Identify expansion opportunities within your book of business by uncovering additional use cases, products, or features that deliver ROI. 

• →Partner with Sales Leadership and Marketing to design and execute targeted account growth campaigns. 

• →Develop detailed account plans that track health, usage, renewal timelines, and growth potential. 

• →Leverage CRM data and customer insights to prioritize opportunities and plan proactive engagement. 

• →Deeply understand customer goals, challenges, and success metrics. 

• →Position Cordance solutions to drive measurable business outcomes, acting as a strategic advisor rather than a transactional contact. 

• →Work closely with Customer Success, Sales Leadership, and Marketing to deliver coordinated value and seamless customer experiences. 

• →Share actionable feedback with Product and Marketing to inform go-to-market and customer engagement strategies. 

• →Maintain accurate forecasts and renewal tracking within HubSpot (primary CRM across BUs). 

• →Drive operational excellence through consistent pipeline visibility and disciplined communication. 

• Account Growth & Expansion: Demonstrates skill in identifying and executing upsell and cross-sell opportunities that align to customer outcomes. Applies data-driven strategies to grow revenue within existing accounts. 

• Customer Relationship Management: Builds long-term partnerships grounded in trust, understanding, and measurable value. Engages effectively across multiple stakeholders and organizational levels. 

• Renewal Ownership: Leads renewal cycles with confidence and strategic intent. Focuses on customer success as the foundation for retention and long-term partnership. 

• Strategic Account Planning: Creates structured, insight-driven account plans that track adoption, engagement, and growth opportunities. Uses CRM data to guide decision-making and forecasting accuracy. 

• Customer Advocacy & Insight: Acts as the voice of the customer within Cordance — translating needs, challenges, and feedback into actionable insights that inform product and GTM strategies. 

• Cross-Functional Collaboration: Partners seamlessly with Sales Leadership, Marketing, and Customer Success to ensure coordinated execution. Facilitates information flow and alignment across teams. 

• Communication & Professionalism: Exemplifies clarity, empathy, and responsiveness in every interaction. Maintains composure in complex situations and communicates with executive presence. 

• Growth Mindset & Accountability: Approaches challenges with curiosity, ownership, and continuous improvement. Demonstrates resilience and alignment with Cordance’s mission-driven culture. 

Experience:  

• 5+ years of account management or customer-facing SaaS experience with a strong record of retention and account growth. 

• Proven ability to manage a portfolio of mid-market or enterprise accounts with multiple stakeholders. 

• Demonstrated success driving upsell and cross-sell revenue through consultative engagement. 

• Strong relationship-building, communication, and negotiation skills. 

• Analytical mindset with the ability to assess account health, interpret metrics, and develop data-driven plans. 

• Proficiency in CRM tools (HubSpot preferred) for tracking renewals, opportunities, and forecasting. 

• High degree of ownership, organization, and accountability in managing customer success and revenue outcomes. 

Preferred Qualifications 

• Experience in B2B SaaS account management, ideally within verticals such as Education, Industrials, or Technology. 

• Familiarity with customer success frameworks and metrics (e.g., Net Revenue Retention (NRR), churn, adoption, usage expansion). 

• Success working cross-functionally with Customer Success and Sales Leadership to coordinate account strategies. 

• Ability to manage multiple complex relationships while maintaining strategic focus on growth and customer outcomes.