Sales Account Manager - Software

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