SMB Account Manager

Main Location
CA, United States
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This team will focus on increasing the revenue and success of our existing customer portfolio. They are responsible for identifying business solutions with existing customers by proactively determining the customer’s needs through pitching, consulting and upselling.


The SMB Account Manager focuses on increasing the revenue and success of our existing customer portfolio using upsell strategies to move our customers to a higher software tier or adding on marketing and retention tools.


•Bachelor’s degree or equivalent work experience desired
•1-3 years of professional level sales experience, preferably SaaS or Health & Wellness industry
•1+ years’ experience leveraging CRM tools, preferred
•1+ years’ experience preparing and presenting customer business reviews, or packaged proposals
•Proficient level at Microsoft Suite (Excel, Word, PowerPoint, Outlook)
•Exposure to the wellness industry
•Knowledge of web technologies or web savvy
•Excellent group presentation skills and ability to communicate effectively at the executive level
•Excellent written and verbal communication skills•Able to manage multiple projects simultaneously
•Ability to consistently maintain attention and concentration for extended periods of time and function in a high stress environment, under substantial time pressure


•Uses consultative sales skills to pitch and consult with existing class-based customers by proactively determining the customer’s needs and work to identify business solutions
•Initiates customer contact using various methods of communication to suit customer needs including,but not limited to, introduction (cold calls), follow-ups, and demonstration calls, introduction emails, follow-up emails, pre-and post-demonstration reminders
•Plans and organizes personal sales strategies including, daily/weekly/monthly schedule to both exceed sales targets and mitigate customer churn
•Maintains product and industry expertise, including software and application updates, releases, new partner offerings, market conditions, and industry trends
•Effectively manage pipeline and opportunities in to meet and/or exceed quota and account progress utilizing
•Effectively forecast business on a monthly and quarterly basis
•Participates in trade shows and conventions as required
•All other duties as assigned


•Dexterity of hands and fingers to operate a computer keyboard.
•This position is mostly stationary and will be required to remain stationary for extended periods of time.
•Specific vision abilities required by this position include close vision, color vision, and the ability to adjust focus.
•The noise level in the work environment is usually moderately quiet.

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SMB Account Manager