Account Manager

Key Responsibilities

Build Strong Client Relationships Serve as a trusted partner to clients, ensuring high satisfaction, driving renewals, and identifying growth opportunities.

Understand Client Needs Conduct regular discovery sessions to understand client goals and recommend tailored solutions that meet their objectives.

Support Onboarding & Training Partner with the Client Success Managers (CSMs) to onboard new clients and ensure they are trained to use Lumofys solutions effectively.

Share Client Feedback Gather client insights and relay valuable feedback to the product and development teams to enhance features and usability.

Assist in Sales Efforts Work with the CSM team to close expansion opportunities and maintain above 100% Net Dollar Retention (NDR) for your portfolio.

Monitor Account Health Track key account metrics, usage data, and client health scores to proactively address risks and maintain strong relationships.

Collaborate Cross-Functionally Work closely with Product, Client Success, and Sales teams to ensure clients achieve maximum value from Lumofys offerings.
Required Skills & Competencies
Technical Skills
1. Account Management Expertise Experience managing client portfolios and driving renewals and expansion in a SaaS or tech-driven environment.
2. Consultative Selling Ability to understand client needs and recommend solutions that align with business objectives.
3. CRM Tools & Reporting Proficiency in using CRM systems to track opportunities, monitor performance, and manage client relationships.
4. Cross-Functional Collaboration Skilled at working with Product, Success, and Sales teams to deliver client-focused outcomes.
5. Data-Driven Insights Ability to analyze account health metrics and usage data to identify opportunities and risks.
Behavioral Skills
1. Relationship Building Strong interpersonal skills with the ability to foster trust and long-term partnerships.
2. Results-Oriented Focused on achieving NDR and growth targets while ensuring client satisfaction.
3. Problem-Solving Mindset Proactively address client challenges and resolve blockers.
4. Effective Communication Strong verbal, written, and presentation skills to engage clients and stakeholders effectively.
5. Agility & Adaptability Thrive in a fast-paced SaaS environment and quickly adapt to changing client needs.
Experience & Qualifications

Bachelors degree in Business, Marketing, or a related field.

35 years of experience in Account Management, Client Success, or Relationship Management, preferably in a SaaS or technology company.

Proven track record of managing renewals, driving expansion, and achieving NDR targets.

Experience collaborating with cross-functional teams to deliver client value.

Strong understanding of CRM tools and customer success metrics.