Senior Account Manager

About the Role

As a Sr. Account Manager, you will own a strategic portfolio of large revenue-generating school districts and educational organizations. You will engage with high-level stakeholders, including superintendents and C-suite executives, to ensure Panorama's value is maximized across all client interactions. With a proactive, ownership-driven mindset, you will be responsible for driving both retention and growth, traveling up to 30-40% of the time to deliver in-person client engagements, executive presentations, and strategic account reviews.

Key Responsibilities

• Own and Drive Renewal Cycles: Lead renewals for your assigned portfolio, understanding budget cycles, funding sources, and contract nuances to secure timely renewals and identify growth opportunities

• Expand Panorama's Impact: Actively pursue growth within existing accounts by identifying upsell opportunities, cultivating strategic relationships, and encouraging customer adoption of key product features

• Engage Clients Strategically: Conduct executive business reviews, outcome reviews, and in-person meetings to reinforce Panorama's value and drive retention

• Develop and Execute Account Plans: Create and maintain comprehensive account plans, using KPIs to track client health, engagement, and adoption metrics

• Collaborate Cross-Functionally: Partner with Sales, Customer Experience, Product and other teams to align on strategies that ensure consistent client satisfaction and retention

• Ensure Data-Driven Client Success: Utilize metrics such as outcome reviews, customer adoption rates, and active user data to inform decision-making, prioritize account activities, and tailor client interactions

• Maintain Proactive Communication: Log all key client interactions, document strategic goals, and ensure all actions and communications are aligned with Panorama's client success framework

Requirements

• Proven Account Management Expertise: At least 3-5 years of experience managing strategic accounts with a strong focus on retention and expansion. Demonstrated ability to navigate complex renewal processes, upsell within existing accounts, and build long-term relationships

• Strategic Mindset and Ownership Mentality: Ability to take full ownership of a portfolio, demonstrating accountability for client success, renewal rates, and overall account health

• Data-Driven Approach: Strong analytical skills to interpret client data, adoption metrics, and leading indicators to drive decision-making and prioritization

• Exceptional Communication and Influence Skills: Experience influencing executive stakeholders and presenting complex information effectively to drive adoption and growth

• Flexibility and Adaptability: Comfortable with ambiguity and change; able to adapt to new role expectations and shifting priorities in a dynamic, team-oriented environment

• Willingness to Travel (30-40%): Travel to client sites for partnership reviews, strategic planning sessions, and in-person meetings to foster strong relationships and address client needs directly

Benefits

• Base Salary: The base salary range for this position is $93,840 - 138,000 with a variable compensation target of $27,600. Our salary is just one component of Panorama's competitive total rewards strategy that also includes annual bonuses or commission awards, equity awards, as well as other region-specific health and welfare benefits

• Additional Benefits Offered:

  • 401K with an employer match
  • Health, dental, vision, life insurance, and short-term and long-term disability coverage
  • Flexible spending account for health care and dependent care
  • Wellness Reimbursement
  • Work from Home Reimbursement
  • Flexible vacation policy
  • Parental leave program
  • Company Issued Laptop