Director of Account Management
Core
Build and lead the Account Management function to drive retention, expansion, and customer health for a B2B SaaS Practice Management Suite.
Role type
Senior leadership Account Management Director
Builds
Customer-facing organization, processes, and high-performing Account Management teams
Domain
B2B SaaS, Accounting/Fintech
Required skills
B2B SaaS account management, team building from scratch, customer retention and expansion strategy, data-driven process development, AI workflow implementation, cross-functional collaboration, strategic planning, operational rigor
Preferred skills
Experience in accounting, fintech, or workflow automation, leading teams through rapid scale
Technologies
AI-driven workflows, forecasting tools, reporting dashboards
Responsibilities
Build and mentor the Account Management team, define engagement models and success metrics, partner with Sales/Product/Support to deliver customer experience, monitor account health and identify growth opportunities, implement AI workflows for efficiency, meet with strategic accounts, collaborate on product roadmap, build RevOps reporting models, create training programs
Seniority
Director, hands-on leadership
