Account Specialist
Core
Manage a portfolio of existing U.S. customer accounts to drive renewals, retention, and upsell opportunities.
Role type
Account Specialist (Commercial Operations)
Builds
Customer retention and revenue growth for existing accounts
Domain
Legal, tax, financial, and information-services technology (SaaS)
Deliverable
product features
Required skills
Account management, renewal process ownership, contract negotiation, CRM proficiency, data analysis, stakeholder coordination
Preferred skills
SaaS sales experience, recurring-revenue metrics expertise, consultative selling, U.S. commercial practices
Technologies
Salesforce, CPQ platforms, Microsoft Dynamics
Responsibilities
Own end-to-end renewal process, prepare and manage quotes/contracts, identify upsell/cross-sell opportunities, analyze account data for risks and growth, provide revenue forecasts, coordinate internal resources for commercial transactions
Seniority
Mid-level, hands-on IC