Sales Account Manager - Software

Sales Account Manager

Purpose

To document the description, responsibilities, and requirements for the Sales Account Manager position.

Scope

The Sales Account Manager will be responsible for not only maintaining and expanding relationships with existing clients but also qualifying opportunities for new business. This role involves managing a portfolio of client accounts, defining a sales strategy, and providing feedback to internal teams for client satisfaction and product development.

Reports To

President of Inevia

Description

A Software Sales Account Manager job description generally focuses on maintaining and expanding relationships with existing clients, while also identifying opportunities for new business. This role involves managing a portfolio of client accounts, understanding their needs, and collaborating with internal teams to ensure client satisfaction and growth.

Duties and Responsibilities

Sales Strategy & Execution

Create a sales strategy that aligns with company objectives.

Meet or exceed quarterly and annual revenue targets.

Identify high quality leads and qualify new business opportunities.

Support proposal development, pricing strategy, and contract negotiation.

Client Relationship Management

Serve as the primary point of contact for all assigned accounts.

Build and maintain strong, trusted client relationships across all levels of the organization.

Understand client business goals, organizational dynamics, and market positioning.

Act as the voice of the customer internally to advocate for client needs.

Performance Tracking & Reviews

Track key performance metrics such as revenue, churn, usage, and engagement.

Conduct regular Quarterly Business Reviews (QBRs) with clients.

Maintain accurate client data and activity logs in CRM systems.

Provide regular reporting to leadership on account health and pipeline.

Internal Collaboration

Coordinate with Product, Marketing, and Development teams to deliver integrated solutions.

Ensure timely delivery of technical assistance, onboarding, and ongoing support to clients.

Contribute feedback to help shape product direction and roadmap.

Participate in internal account review meetings and customer support planning.

Account Ownership & Growth

Manage a defined portfolio of strategic and mid-tier client accounts.

Develop account plans that align with client goals and revenue targets.

Ensure client renewal and contract retention rates remain above target thresholds.

Education, Experience, Knowledge, and Skill Requirements

Education and Experience

Bachelor's degree in business, marketing, or a related field, or equivalent professional experience.

3+ years of experience in B2B software sales or account management.

Proven record of successfully managing and growing customer accounts.

Familiarity with SaaS business models and customer success frameworks is preferred.

Knowledge and Skills Required

Excellent verbal and written communication and presentation skills.

Strong interpersonal skills with the ability to build rapport with executive-level clients.

Proficiency with CRM software (e.g., Salesforce, HubSpot) and reporting tools.

Strong problem-solving and negotiation skills.

Highly organized with the ability to manage multiple priorities and deadlines.

Analytical mindset with the ability to interpret sales data and trends.

Understanding of the software industry, including trends and competitive landscape.

Behavioral Competencies

The Sales Account Manager must exemplify Inevia's Core Values:

Fanatical Customer Service

Absolute Ownership

Passion for Improvement

Uncompromising Integrity