Account Manager

Summary

Join our growing team as a dynamic and customer-focused Account Manager! As one of the first hires in this function, you will play a critical role in growing relationships with our existing customers while being comfortable with the ambiguity of a developing team.

Requirements

• 5+ years in a sales-related role, including at least 2 years of experience in post-sales account management, renewals, and upsell opportunities
• Proven ability to meet or exceed revenue and retention targets, driving significant account growth and contributing to company-wide sales objectives
• Excellent communication, organizational, and interpersonal skills, capable of building trust and managing multiple accounts effectively
• Strategic problem-solver with the ability to identify customer needs, deliver tailored solutions, and act as a customer advocate internally
• Ability to build trusted advisor relationships and navigate complex commercial discussions, aligning customer needs with company objectives

Responsibilities

• Lead and drive revenue growth for a portfolio of existing accounts, with primary responsibility for renewals, upsell, and cross-sell opportunities
• Develop and execute comprehensive account strategies that focus on maximizing revenue, expanding product adoption, and aligning with customer goals to drive long-term partnership value
• Develop and maintain a deep understanding of the Forma’s offering to guide customers in achieving their benefits goals
• Conduct regular business reviews with key stakeholders to communicate product value, assess account health, and identify expansion opportunities
• Collaborate closely with cross-functional teams, including customer success, sales, support, and product, to provide a seamless customer experience
• Contribute to shaping the account management team’s best practices, processes, and tools as we build and scale

Benefits

• Remote-first working environment
• Medical, dental and vision insurance plans
• Employee wellness program
• Home Productivity program
• Team building program
• 401(k) savings plan
• Flexible PTO policy
• 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent