Strategic Account Manager

Summary

Momentive Software provides cloud-based software and services for mission-driven nonprofits, associations, and membership organizations. The Strategic Account Manager owns a portfolio of existing clients, managing renewals, retention, and expansion opportunities while partnering with Customer Success, Support, Product, and Marketing. The role also conducts account reviews, tracks client health and sales activity, and serves as the primary post-sale client contact.

Responsibilities

• Own a portfolio of existing Momentive clients, serving as their main point of contact after the sale
• Manage renewals for your accounts start to finish, and catch churn risk early enough to fix it
• Ind and close expansion opportunities — cross-sell and upsell across the Momentive product portfolio (Aptify, NimbleAMS, GiveSmart, and more)
• Run quarterly business reviews with clients to revisit their goals, show the value delivered, and flag what's next
• Build and maintain relationships with multiple stakeholders in each account, not just your primary contact
• Partner with Customer Success and Support so clients get one connected experience instead of a handoff between teams
• Keep Salesforce current with account plans, renewal dates, opportunity stages, and next steps
• Track your book against net revenue retention (NRR), renewal rate, and expansion targets, and report on it regularly
• Bring client feedback back to Momentive — flag themes for Product and Marketing so the roadmap reflects what clients actually need
• Stay current on the association and nonprofit technology landscape so you can speak to what matters to your clients
• Partner with your Director on account planning, deal strategy, and pipeline reviews for your book

Skills

• 3+ years in account management, customer success, or a client-facing sales role, ideally in B2B SaaS
• A track record of meeting or exceeding retention and renewal targets
• Experience identifying and closing expansion opportunities within an existing account base
• Comfort managing a portfolio of accounts at once, prioritizing where your time has the most impact
• Experience navigating accounts with more than one stakeholder or decision-maker
• Salesforce, or a comparable CRM, used daily to track accounts, pipeline, and renewals
• Comfortable with Gong, Salesloft, or similar sales engagement tools
• Microsoft Office 365, including Excel for account and portfolio reporting
• Strong relationship-builder who earns trust with clients and keeps it
• Clear communicator, in writing and in person, with clients and with internal partners
• Organized enough to manage a full portfolio of accounts without letting renewals sneak up on you
• Consultative approach: you ask questions and solve problems before you pitch anything
• Comfortable with numbers — you can read an account's health and explain it in plain terms
• Familiarity with the association, nonprofit, or membership technology space is a plus

Qualifications

Must Haves

• 3+ years in account management, customer success, or a client-facing sales role, ideally in B2B SaaS
• A track record of meeting or exceeding retention and renewal targets
• Experience identifying and closing expansion opportunities within an existing account base
• Comfort managing a portfolio of accounts at once, prioritizing where your time has the most impact
• Experience navigating accounts with more than one stakeholder or decision-maker
• Salesforce, or a comparable CRM, used daily to track accounts, pipeline, and renewals
• Comfortable with Gong, Salesloft, or similar sales engagement tools
• Microsoft Office 365, including Excel for account and portfolio reporting
• Strong relationship-builder who earns trust with clients and keeps it
• Clear communicator, in writing and in person, with clients and with internal partners
• Organized enough to manage a full portfolio of accounts without letting renewals sneak up on you
• Consultative approach: you ask questions and solve problems before you pitch anything
• Comfortable with numbers — you can read an account's health and explain it in plain terms

Nice to Haves

• Familiarity with the association, nonprofit, or membership technology space is a plus

Benefits

• Medical, Dental & Vision Benefits
• 401(k) Savings Plan with Company Match
• Flexible Planned Paid Time Off
• Generous Sick Leave
• Inclusive & Welcoming Environment
• Purpose-Driven Culture
• Work-Life Balance
• Commitment to Community Involvement
• Employer-Paid Parental Leave
• Employer-Paid Short-Term Disability
• Remote Work Flexibility