Account Manager II – Customer Success
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Job Description
Account Manager II driving customer renewal processes and managing sales pipelines. Supporting customer success via collaborative engagement and proactive project management.
Responsibilities:
- You, along with your territory team will support and drive a proactive renewal process by engaging customers 90/60/30 days ahead of contract expiration.
- You will track all interactions in internal systems, identify risks early, and take action to mitigate churn.
- You will leverage tools such as NetSuite and other internal systems to create quotes and manage customer records.
- You will follow up on inbound and outbound leads within 72 business hours, document interactions, qualify opportunities, and help build an early-stage pipeline.
- You, along with your regional team, will maintain clean, accurate opportunity data to support forecasting and leadership visibility.
- You will work closely with regional sales and customer success teams to assist with quotes, pricing, and customer updates.
Requirements:
- 2–5 years of experience in customer success, business development, inside sales, sales support, or account management.
- Strong communication skills with a customer-first mindset.
- Ability to manage multiple tasks, deadlines, and stakeholders with precision.
- Proficiency with CRM systems (NetSuite experience strongly preferred).
- A proactive, curious mindset with a drive to improve processes and elevate customer experience.
- Comfort working cross-functionally with Sales, Marketing, Operations, and Customer Support teams.
Benefits:
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
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