Customer Relationship Management

Develop trusted relationships with Finance, Accounts Payable, Procurement and Executive stakeholders.
Act as the primary commercial contact for assigned customers.
Build and maintain account plans for strategic customers.
Understand customers' finance processes, ERP environments and business priorities to identify opportunities for further adoption and expansion of SoftCo solutions.
Conduct regular business reviews and executive meetings.
Identify risks to customer satisfaction and retention and proactively manage resolution plans.

Revenue Growth & Expansion

Own renewal and expansion opportunities within assigned accounts.
Identify and qualify upsell and cross-sell opportunities.
Position new SoftCo capabilities including:
AI Mailbox Management
Statement Reconciliation
Financial Control Plane
Vendor Management
Procurement Automation
Payments Automation
Collaborate with Pre-Sales and Product teams to build compelling business cases.
Consistently exceed ARR retention and expansion targets.

Customer Success Partnership

Forecasting & CRM Management

Maintain accurate forecasts and opportunity management within HubSpot.
Manage renewal timelines and commercial negotiations.
Track customer engagement activities and account plans.
Provide regular updates to leadership on pipeline, forecasts and account health.

Customer Advocacy

Account Manager - EMEA / North America