Scaled Account Manager

Core Responsibilities

• Own the renewal process for a portfolio of customers, proactively identifying risks and opportunities to maximize retention.
• Build strong customer relationships and serve as a trusted partner throughout the customer lifecycle.
• Conduct customer check-ins, business reviews, and value-driven conversations that increase adoption and customer satisfaction.
• Identify expansion opportunities and collaborate with Customer Success leadership to drive growth.
• Manage a high-volume portfolio through a combination of personalized outreach and scalable customer engagement programs.
• Maintain accurate renewal forecasts, account data, and customer insights within Salesforce and other internal systems.
• Develop expertise in DealRoom's platform, M&A workflows, and customer best practices.
• Partner closely with Product, Solutions Delivery, and Revenue teams to advocate for customer needs and improve outcomes.
• Contribute to the development of scalable playbooks, customer communications, automation initiatives, and operational improvements.

Required Qualifications

• You have 1-3 years of experience in a customer-facing role such as Customer Success, Account Management, Sales, Consulting, Customer Support, or Business Development.
• You are highly organized and can effectively manage high volumes of work and multiple competing priorities.
• You are comfortable owning business outcomes and being accountable for performance metrics.
• You are an excellent communicator who can build trust and credibility with customers.
• You are naturally curious and enjoy becoming an expert in new products, industries, and business challenges.
• You are proactive, resourceful, and willing to figure things out when answers are not immediately available.
• You enjoy improving processes and finding scalable solutions to recurring challenges.
• You thrive in collaborative environments and value teamwork, accountability, and continuous learning.

Benefits & Culture

• Generous equity options
• 100% individual / 60% family insurance coverage
• Competitive benefits including 401(k)+matching, Healthcare, Dental, and Vision plans
• $500 Annual AI Stipend
• Learning and Development Support
• Boston-based hybrid model (T-T In Office / M & F WFH)
• $300 Monthly Commute Stipend