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Account Manager


Job Description:

The Account Manager is responsible for long term customer satisfaction and the success of new product adoption by current Customers. A successful Account Manager will lead the transition of accounts to our new support model, focus on renewals and up-selling, and be able to effectively network with contacts to map out key players in accounts and help facilitate their goals.

As a member of this rapidly growing team, an Account Manager will have a direct impact on RFPIO’s go-to-market strategy, and will provide prospective customer feedback that will directly impact the development and improvement of the company’s cornerstone software.

Essential Functions

  • Ensure long term customer satisfaction and success with new products
  • Map out the key players in accounts and their goals
  • Work with key players to create an action plan to map our services to account needs and goals
  • Ensure that Customers receive a rapid response to support issues and a superior service experience
  • Establish regular communication with Customers — operational and executive — to ensure Customers are actively utilizing the full functionality of RFPIO’s software and are having a positive user experience.
  • Manage the upgrade/renewal process and work with the Contract Department to finalize agreements
  • Closely manage and nurture accounts to identify and eliminate risk of attrition
  • Identify renewal risk and collaborate with internal teams to remediate and ensure a successful renewal
  • Achieve or exceed monthly renewal targets

Other Duties

  • Work with RFPIO employees and partners to help identify actions needed to create and close new opportunities
  • Remain current on competitive products, RFP processes and account business objectives.
  • Proactively uncover potential sales opportunities through outbound calling, written communication and referrals from technical support/professional services
  • Drive new product adoption by presenting value-added services
  • Build strong working relationships across Sales, Product and Customer Success teams
  • Work closely with Customer Success team to increase customer retention
  • Normalize product costs and price increases for renewing customers
  • Other duties as assigned


  • Bachelor’s degree in Business, Finance or Operations is a plus
  • 1-3 years working in sales or account management
  • Experience responding to RF(x)’s or proposal management is a plus
  • Must be capable of working on multiple projects concurrently with minimum supervision

Knowledge & Skills

  • Excellent written and verbal communication skills
  • Demonstrated ability to manage a global account
  • Capable of making detailed presentations to large groups of people
  • Has a strong work ethic and is able to independently drive sales efforts
  • Able to effectively address challenging questions and provide innovative solutions to complex problems

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