Remote Account Manager (SMB)
Insight Global, San Francisco, CA, United States
Job Description
The SMB Account Manager owns the full post‑sale customer lifecycle for small business clients. This role is highly hands‑on and technical, combining onboarding, account management, renewals, and upsell responsibilities. You will serve as the primary point of contact and first line of defense for customers throughout the year.
Key Responsibilities
Own the first 60 days of customer onboarding, including:
Technical implementations
Customizing templates
Ensuring integrations are set up and functioning correctly
Manage renewals 90–120 days out, including:
Customer health checks
Driving product & feature adoption
Educating customers on new and underutilized features
Drive upsell opportunities, including:
Additional user licenses
Product tier upgrades
You will also act as the first point of contact for reactive issues throughout the customer lifecycle and partner cross‑functionally with Support and internal stakeholders to resolve issues and improve customer outcomes.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
2+ years of fintech SaaS account management experience
Strong technical aptitude: Comfortable writing AI prompts for note‑taking template, comfortable troubleshooting integrations and customized workflows
Ability to work independently and manage multiple SMB accounts.
Strong communication and client‑facing skills • Experience in fintech, wealth‑tech, or regulated SaaS environments
Background in onboarding, implementations, or integrations
Familiarity with Salesforce (and SalesLoft)
Experience with health scoring, churn prevention, and renewal playbooks
Comfort shaping and improving processes, playbooks, and automation
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Key Responsibilities
Own the first 60 days of customer onboarding, including:
Technical implementations
Customizing templates
Ensuring integrations are set up and functioning correctly
Manage renewals 90–120 days out, including:
Customer health checks
Driving product & feature adoption
Educating customers on new and underutilized features
Drive upsell opportunities, including:
Additional user licenses
Product tier upgrades
You will also act as the first point of contact for reactive issues throughout the customer lifecycle and partner cross‑functionally with Support and internal stakeholders to resolve issues and improve customer outcomes.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
2+ years of fintech SaaS account management experience
Strong technical aptitude: Comfortable writing AI prompts for note‑taking template, comfortable troubleshooting integrations and customized workflows
Ability to work independently and manage multiple SMB accounts.
Strong communication and client‑facing skills • Experience in fintech, wealth‑tech, or regulated SaaS environments
Background in onboarding, implementations, or integrations
Familiarity with Salesforce (and SalesLoft)
Experience with health scoring, churn prevention, and renewal playbooks
Comfort shaping and improving processes, playbooks, and automation
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