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Manage and expand existing customer accounts through upselling and cross-selling FMX software features. Responsibilities include prospecting, converting retention-generated leads, presenting tailored offers, maintaining license compliance, managing sales activity in Gainsight, and collaborating with Customer Success and Marketing to build pipeline and close deals. The role requires strong relationship-building, presentation, negotiation, sales quota performance, Salesforce and Excel proficiency, and travel to approximately 1–3 customer events per quarter.

Manage strategic relationships with enterprise SaaS customers after implementation. Drive adoption, retention, satisfaction, and measurable customer outcomes through executive engagement, quarterly business reviews, account health monitoring, and usage analysis. Identify expansion opportunities, collaborate with Sales and internal product teams, advocate for customer needs, maintain account records in Planhat, and travel to key customer sites and events approximately 25% of the time.

Supports the SaaS order-to-cash and revenue lifecycle, including sales order processing, contract review, billing, invoice distribution, collections, revenue recognition support, reconciliations, and month-end close. Maintains customer, contract, and billing data; resolves account discrepancies; supports audits and internal controls; and partners with Sales, Customer Success, and Finance to improve billing processes.

Supports financial modeling, forecasting, budgeting, and monthly, quarterly, and annual reporting. Tracks SaaS metrics, validates data, identifies reporting inconsistencies, and provides ad hoc financial analysis to cross-functional teams. Contributes to go-to-market analysis, annual planning, growth strategies, and long-range planning while using AI tools to improve analytical efficiency.

Manage customer implementations and onboarding by understanding client processes, goals, and pain points. Serve as the primary account contact, maintain a 60-day implementation process, configure forms, drive product adoption, and increase customer satisfaction. Responsibilities also include support, projects, upselling and cross-selling, documenting customer success stories, updating Gainsight, and conducting onsite implementation meetings or training. The role requires approximately 25% travel.

As an Account Executive, you will manage a sales territory, build client relationships, progress prospects through the sales funnel, and achieve new business targets while utilizing CRM tools.

Sell FMX facility management software to K-12 districts across a West Coast territory. Manage full sales cycle from prospecting and demos to negotiation and closing, work with SDRs, use Salesforce/Gong, meet quarterly metrics, and support onboarding expectations for district implementation.

Manage a portfolio of ~70 strategic B2B SaaS accounts to retain and grow ARR via account planning, multi-threading, MEDDPICC qualification, renewal leadership, and internal deal team coordination. Forecast expansion ARR, maintain Salesforce hygiene, and partner through handoffs to protect and expand enterprise relationships.

Lead and scale product marketing: set positioning, messaging, launches, and enablement; manage a team of product marketing managers; drive market research, ICP/TAM analysis, competitive intelligence, and GTM alignment to connect product marketing activities to pipeline, revenue, and retention.