Account Manager

About the role

We are seeking an experienced and strategic Account Manager to join our team at Transfr. This is a unique opportunity to be part of a fast-growing organization and have a direct impact on customer retention, revenue growth, and long-term partner success across our expanding client base.

Responsibilities

• Own and manage the renewal process for a portfolio of customers to ensure timely renewals and minimize churn.
• Build and execute strategic account plans focused on customer retention, expansion, and long-term partnership growth.
• Lead Executive Partnership Reviews to demonstrate ROI, alignment on customer goals, and uncover expansion opportunities.
• Develop customized renewal proposals, pricing strategies, and business cases tailored to customer needs and priorities.
• Partner with Sales, Customer Success, and Professional Learning teams to create and execute Customer Success Plans (CSPs).
• Identify customer risks proactively and collaborate cross-functionally to implement retention strategies.
• Drive upsell and cross-sell opportunities by uncovering unmet customer needs and aligning solutions to measurable outcomes.
• Navigate complex, multi-stakeholder customer environments and manage executive-level relationships.
• Maintain accurate forecasting, pipeline visibility, and customer activity tracking within Salesforce.
• Provide timely and precise weekly, monthly, and quarterly forecasts to leadership.
• Collaborate and work closely with Account Executive, Customer Success, Deal Desk, Finance, Legal, Sales Operations teams to ensure a seamless customer experience.
• Continuously improve renewal and expansion processes to drive operational efficiency and consistency.

Requirements

• 1+ years of experience in renewals or account management within SaaS, EdTech, or a related software industry (AE and CSM will also be considered)
• 1+ years of working experience in edtech
• Proven track record of meeting or exceeding renewal, retention, and upsell targets
• Strong consultative selling, negotiation, and relationship management skills
• Experience engaging with executive and C-level stakeholders
• Strong organizational skills with exceptional attention to detail
• Experience managing cross-functional projects under tight deadlines in fast-paced environments
• Proficiency with Salesforce or similar CRM platforms
• Ability and willingness to travel domestically up to 60%

Qualifications

• Minimum of a Bachelor's degree in Business Administration, Marketing, Communications, or a related field
• Experience in customer success, sales, or a related field
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Passion for education and workforce development

Skills

• Outcome-based or value-based selling methodologies
• Customer success planning and adoption strategies
• Strong analytical skills with the ability to translate customer data into strategic insights and ROI narratives

Benefits

• Medical, dental, and vision insurance
• Annual professional development budget for each employee
• 401(k) savings plan
• Life, AD&D, and disability insurance coverage
• Company-provided laptop and other necessary equipment
• Paid time off (PTO) to support work-life balance
• Paid company holidays
• Company-paid parental leave
• Flexible work arrangements in a remote-first environment with employees across the U.S.