Description:

The Exxat team is seeking a dynamic and results-driven Account Manager to join our expanding organization.

As an Account Manager, you will be responsible for managing a portfolio of clients, ensuring their success with our SaaS products and platform, and fostering long-term relationships. You will play a key role in driving client retention and growth. This role involves managing day-to-day client interactions, coordinating project deliverables, ensuring client satisfaction, and performing various operational tasks.

Key Areas of Responsibilities:

• Manage a portfolio of assigned clients, serving as their primary point of contact.
• Develop and maintain strong, long-term relationships with clients to ensure client satisfaction and retention.
• Understand client business goals and objectives to align our SaaS solution with their needs.
• Drive client adoption and ensure successful onboarding and ongoing training.
• Monitor client usage, identify trends, and proactively address any issues or concerns.
• Conduct regular business reviews with clients to assess satisfaction, identify opportunities for improvement, and drive value realization.
• Identify opportunities for upselling and cross-selling to expand client relationships and revenue.
• Collaborate with internal teams (e.g., Sales, Support, Product, Data, Integration, Engineering, and Configuration) to advocate for client needs and ensure a seamless client experience and timely delivery of client projects.
• Prepare and present client reports on key metrics, performance, and ROI.
• Maintain accurate and up-to-date client records and documentation in the Monday CRM.
• Contribute to the development and implementation of account management best practices.
• Understand the client needs from a user perspective (in the context of how the product/feature is being used).
• Contribute and support deployment of the technology road map.
• Schedule and conduct regular customer checkpoints, rotation readiness, and other governance (based on the frequency defined) to review project progress, gather feedback, and discuss any issues or additional needs.
• Gather and maintain information on assigned clients.
• Suggest company products/services that maximize client satisfaction.
• Promote product updates / Releases / Conferences and services to existing customers.
• Ensure that clients are renewing their contracts and collaborate with the Finance team in the renewal process.
• Work with the support team to review ticketing trends with specific logo or domains.
• Analyze the product utilization of the customer and provide recommendations on which clients need more support.

Key Areas of Responsibilities:

• Manage a portfolio of assigned clients, serving as their primary point of contact.
• Develop and maintain strong, long-term relationships with clients to ensure client satisfaction and retention.
• Understand client business goals and objectives to align our SaaS solution with their needs.
• Drive client adoption and ensure successful onboarding and ongoing training.
• Monitor client usage, identify trends, and proactively address any issues or concerns.
• Conduct regular business reviews with clients to assess satisfaction, identify opportunities for improvement, and drive value realization.
• Identify opportunities for upselling and cross-selling to expand client relationships and revenue.
• Collaborate with internal teams (e.g., Sales, Support, Product, Data, Integration, Engineering, and Configuration) to advocate for client needs and ensure a seamless client experience and timely delivery of client projects.
• Prepare and present client reports on key metrics, performance, and ROI.
• Maintain accurate and up-to-date client records and documentation in the Monday CRM.
• Contribute to the development and implementation of account management best practices.
• Understand the client needs from a user perspective (in the context of how the product/feature is being used).
• Contribute and support deployment of the technology road map.
• Schedule and conduct regular customer checkpoints, rotation readiness, and other governance (based on the frequency defined) to review project progress, gather feedback, and discuss any issues or additional needs.
• Gather and maintain information on assigned clients.
• Suggest company products/services that maximize client satisfaction.
• Promote product updates / Releases / Conferences and services to existing customers.
• Ensure that clients are renewing their contracts and collaborate with the Finance team in the renewal process.
• Work with the support team to review ticketing trends with specific logo or domains.
• Analyze the product utilization of the customer and provide recommendations on which clients need more support.