Account Manager

General Responsibilities

• Client Relationship Management
• Build and maintain strong, trust-based relationships with existing clients
• Serve as a primary point of contact for commercial and account-related needs
• Ensure a professional, responsive, and consistent client experience
• Client Retention and Attrition Management
• Proactively monitor client health and identify early signs of dissatisfaction or disengagement
• Engage at-risk clients with urgency, developing and executing retention plans
• Partner with Support and Services teams to resolve issues impacting client satisfaction
• Reinforce product value through regular touchpoints, training, and solution alignment
• Track and report on retention risks, escalations, and outcomes
• Contribute to reducing overall client churn through consistent, proactive account management
• Revenue Growth and Sales Execution
• Conduct outbound calls and outreach to generate add-on sales opportunities
• Identify and position additional modules, services, and training offerings
• Promote and sell product training to drive client adoption and value realization
• Qualify opportunities and move them through the sales cycle efficiently
• Collaborate with the broader sales team on larger or strategic opportunities

Contract Management and Renewals

• Review, analyze, and manage Annual Service Contract renewals
• Own the renewal process with a focus on both timely execution and retention outcomes
• Proactively follow up with clients on renewal terms, questions, and timelines
• Identify and mitigate risks that could impact renewal success
• Ensure timely and accurate submission of renewal documentation

CRM and Pipeline Management

• Maintain accurate and up-to-date records in the CRM system
• Track lead status, opportunity progress, and sales activity
• Prepare quotes, sales packages, and supporting documentation
• Ensure data integrity to support forecasting and reporting

Billing and Administrative Coordination

• Support billing coordination as needed to ensure accuracy across account lifecycle
• Coincide with internal teams to ensure accurate order processing and invoicing
• Support operational tasks tied to account lifecycle management

Collaboration and Continuous Improvement

• Work closely with Sales, Support, and Operations teams to improve client outcomes
• Provide feedback on client trends, objections, and product gaps
• Contribute to refining account management processes and sales strategies

Travel Requirements

Limited travel may be required (typically less than 20 percent) for client meetings, on-site visits, industry events, and internal meetings.

Requirements

• Bachelor’s degree in business, marketing, or a related field
• 1 to 5 years of experience in account management, sales, or client-facing roles
• Strong understanding of sales principles and customer lifecycle management
• Excellent communication, listening, and negotiation skills
• Highly organized with the ability to manage multiple priorities simultaneously
• Proficiency with CRM systems and Microsoft Office tools
• Ability to make timely decisions and take ownership of outcomes
• Experience using AI tools to support research, communication, and sales preparation
• Strong judgment to validate AI-generated outputs before client use

Nice to Have

• Experience selling software solutions, particularly ERP systems
• Familiarity with service-based industries such as HVAC, plumbing, or construction
• Experience working in a recurring revenue or SaaS environment

Personal Attributes

• Customer-focused with a strong sense of ownership
• Action-oriented and comfortable in a high-activity environment
• Strong attention to detail and follow-through
• Collaborative team player with a positive, professional approach
• Resilient and adaptable, with the ability to handle competing priorities

Growth Opportunity

High-performing Account Managers have the opportunity to grow into senior or strategic roles within the organization, including ownership of key accounts, leadership within the account management function, or expanded responsibilities across sales and client success.

Business Unit

Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain. Jonas’ vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of “Software for Life.” We are committed to technology, product innovation, quality, and exceptional customer service. Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees. Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We’re a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the S&P/TSX 60 Index.