Account Specialist

Own the end-to-end renewal process for an assigned portfolio of U.S.-based customer accounts
Engage customers to confirm renewal intent, communicate product value, clarify contract terms, and ensure timely execution
Prepare and manage quotes, order forms, contracts, and related commercial documentation
Respond to inbound commercial inquiries about pricing, products, billing, and contract terms
Identify and execute low- to moderate-complexity upsell and cross-sell opportunities
Support pricing discussions and coordinate internal approvals, deal structure, and contract terms
Build trusted customer relationships and understand customer business needs, objectives, and challenges
Create and communicate value-based propositions supporting retention and account growth
Analyze account data, customer activity, renewal trends, and commercial performance to identify risks and growth opportunities
Maintain accurate account, opportunity, renewal, and forecasting information in CRM and quoting systems
Provide renewal pipeline visibility and revenue forecasts to leadership and internal stakeholders
Partner with Account Executives, Customer Success Managers, Finance, Legal, Operations, and other internal teams
Coordinate internal resources to resolve customer issues and facilitate timely commercial transactions
Share customer feedback and market insights to improve products, processes, and customer outcomes
Achieve or exceed assigned renewal, retention, expansion, and customer engagement goals
Requirements

2+ years of experience in account management, renewals, inside sales, customer success, sales support, or another customer-facing commercial role
Experience managing a portfolio of customer accounts in a SaaS, subscription, recurring-revenue, technology, professional services, legal, tax, financial, or information-services environment
Bachelor's degree in Business, Marketing, Communications, or a related field, or equivalent relevant professional experience
Professional written and verbal English communication skills
Demonstrated commercial acumen and ability to discuss pricing, contract terms, renewal value, and expansion opportunities
Strong customer relationship management, communication, and interpersonal skills
Experience using CRM, quoting, and sales tools, such as Salesforce, CPQ platforms, or comparable systems
Ability to manage multiple renewals, customer requests, and deadlines in a fast-paced environment
Strong organizational skills, attention to detail, prioritization, and follow-through
Analytical and solution-oriented mindset, with ability to identify account risks, trends, and growth opportunities
Ability to work independently while collaborating effectively with cross-functional teams
Ability to travel periodically within the United States, if required by business needs
Experience supporting U.S.-based customers and familiarity with U.S. business practices, commercial buying cycles, and contracting processes
Experience selling or supporting web-based, cloud-based, SaaS, data, workflow, research, compliance, legal, tax, financial, or technology solutions
Experience with recurring-revenue metrics, including renewal rate, gross retention, customer retention, churn, upsell, cross-sell, pipeline health, and forecast accuracy
Strong negotiation, objection-handling, and value-selling skills
Experience developing customer-specific value propositions tied to business outcomes, efficiency gains, risk mitigation, or return on investment
Familiarity with consultative selling or account-management methodologies
Experience working with Salesforce, Salesforce CPQ, Microsoft Dynamics, or similar CRM and sales-technology platforms
Proven history of meeting or exceeding renewal, retention, revenue, or account-growth targets
Experience collaborating with Account Executives, Customer Success, Finance, Legal, Operations, Marketing, and Product teams
Core Competencies

Demonstrates expertise in managing customer renewals and account growth within a SaaS environment, leveraging strong analytical skills to identify risks and opportunities. Proficient in building customer relationships and communicating value propositions to drive retention and expansion.
Highest-signal resume keywords

Account Management
Customer Relationship Management
SaaS Experience
Salesforce Proficiency
Analytical Skills
ATS Optimization Keywords

Hard Skills

Renewal Management
Contract Negotiation
Value Selling
Upselling
Cross-Selling
Forecasting
Commercial Acumen
Pricing Discussions
Customer Retention Metrics
Consultative Selling
Soft Skills

Communication Skills
Interpersonal Skills
Organizational Skills
Attention to Detail
Problem-Solving
Industry Keywords

SaaS
Subscription Services
Recurring Revenue
Customer Success
Commercial Buying Cycles
Tools & Technologies

Salesforce
Salesforce CPQ
Microsoft Dynamics
CRM Systems
Quoting Tools

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