Account Manager

<h3><strong>The Position</strong></h3> <p><span style="font-weight: 400;">CallRail is looking for an Account Manager to own and grow a portfolio of existing customer accounts. This role is responsible for driving expansion and cross-sell revenue, protecting retention, and acting as the primary point of contact for customers looking to get more value out of CallRail’s platform. You’ll run product demos, identify growth opportunities within your book of business, and partner closely with Support to resolve technical product questions that come up along the way.</span></p> <h3>&nbsp;</h3> <h3><strong>What You'll Do</strong><span style="font-weight: 400;">&nbsp;</span></h3> <ul> <li>Own a defined portfolio of existing CallRail accounts, managing the full post-sale relationship.</li> <li>Identify and close expansion and cross-sell opportunities across CallRail’s product suite (e.g., Forms, Voice Assist, PCI, and additional call tracking capacity).</li> <li>Drive account retention by proactively monitoring usage and health signals, addressing risk early, and leading renewal conversations for annual plan customers.</li> <li>Deliver tailored product demos that show customers how additional CallRail solutions solve their business problems.</li> <li>Partner with the Support team on more technical or complex product inquiries, ensuring customers get accurate, timely answers.</li> <li>Build trusted, consultative relationships with key stakeholders within each account.</li> <li>Maintain accurate forecasting and pipeline data in Salesforce, and report on key account metrics (MRR, units, back-to-base revenue).</li> <li>Consistently meet or exceed monthly and quarterly expansion, cross-sell, and retention targets.</li> <li>Collaborate cross-functionally with Sales, Customer Success, Support, and Product teams to advocate for customer needs.</li> </ul> <h3>&nbsp;</h3> <h3><strong>What You'll Need</strong></h3> <ul> <li>5+ years of sales experience, ideally in account management, customer success, or SaaS sales. Preference for marketing technology experience.&nbsp;</li> <li>Proven track record of meeting or exceeding revenue, retention, or expansion targets.</li> <li>Comfort running product demos and translating technical product details into customer-facing value.</li> <li>Strong communication, negotiation, and relationship-building skills.</li> <li>Experience working cross-functionally with Support or technical teams on customer escalations.</li> <li>Working knowledge of CRM and sales tools (Salesforce preferred, Gong, Outreach) and disciplined pipeline hygiene.</li> <li>Self-starter who t