Job Description: 

Company Profile

AscenteVMS Software Group, a division of The CORA Group, is a leading provider of enterprise software for service and construction contractors, including HVAC, Plumbing, PEI (Petroleum Equipment Installation), and other trades.

Our platform brings together field operations and back-office processes into a single, integrated system, combining service management, dispatching, job costing, inventory, payroll, and full accounting functionality. This enables our clients to streamline operations, improve communication, and gain real-time visibility into their business.

Backed by over 40 years of industry experience, AscenteVMS is committed to delivering reliable software and high-quality support that helps our clients operate more efficiently and grow with confidence.

We offer a collaborative, fast-paced environment where individuals are encouraged to take ownership of their work, continuously improve, and contribute to both team success and client outcomes.

Job Profile

The Account Manager is a revenue-generating, client-facing professional responsible for managing and growing relationships within the existing AscenteVMS client base. This role focuses on driving expansion opportunities, supporting contract renewals, and minimizing client attrition by ensuring clients consistently realize value from the platform.

The Account Manager serves as a key commercial and relationship owner, proactively engaging clients to identify risks, address concerns, and strengthen long-term retention. Success in this role requires balancing revenue growth with client satisfaction through proactive outreach, problem resolution, and value-based selling.

This is a high-activity role that combines outbound engagement, pipeline management, and internal coordination, with clear accountability for revenue growth, renewal performance, and client retention. Performance is measured based on revenue growth, renewal rates, and reduction in client attrition.

General Responsibilities

Client Relationship Management

• Build and maintain strong, trust-based relationships with existing clients

• Serve as a primary point of contact for commercial and account-related needs

• Ensure a professional, responsive, and consistent client experience

Client Retention and Attrition Management

• Proactively monitor client health and identify early signs of dissatisfaction or disengagement

• Engage at-risk clients with urgency, developing and executing retention plans

• Partner with Support and Services teams to resolve issues impacting client satisfaction

• Reinforce product value through regular touchpoints, training, and solution alignment

• Track and report on retention risks, escalations, and outcomes

• Contribute to reducing overall client churn through consistent, proactive account management

Revenue Growth and Sales Execution

• Conduct outbound calls and outreach to generate add-on sales opportunities

• Identify and position additional modules, services, and training offerings

• Promote and sell product training to drive client adoption and value realization

• Qualify opportunities and move them through the sales cycle efficiently

• Collaborate with the broader sales team on larger or strategic opportunities

Contract Management and Renewals

• Review, analyze, and manage Annual Service Contract renewals

• Own the renewal process with a focus on both timely execution and retention outcomes

• Proactively follow up with clients on renewal terms, questions, and timelines

• Identify and mitigate risks that could impact renewal success

• Ensure timely and accurate submission of renewal documentation

CRM and Pipeline Management

• Maintain accurate and up-to-date records in the CRM system

• Track lead status, opportunity progress, and sales activity

• Prepare quotes, sales packages, and supporting documentation

• Ensure data integrity to support forecasting and reporting

Billing and Administrative Coordination

• Support billing coordination as needed to ensure accuracy across account lifecycle

• Coordinate with internal teams to ensure accurate order processing and invoicing

• Support operational tasks tied to account lifecycle management

Collaboration and Continuous Improvement

• Work closely with Sales, Support, an