Remote Account Manager (SMB)

Job Description
The SMB Account Manager owns the full post‑sale customer lifecycle for small business clients. This role is highly hands‑on and technical, combining onboarding, account management, renewals, and upsell responsibilities. You will serve as the primary point of contact and first line of defense for customers throughout the year.

Key Responsibilities
Own the first 60 days of customer onboarding, including:
-Technical implementations
-Customizing templates
-Ensuring integrations are set up and functioning correctly

Manage renewals 90–120 days out, including:
-Customer health checks
-Driving product & feature adoption
-Educating customers on new and underutilized features

Drive upsell opportunities, including:
-Additional user licenses
-Product tier upgrades

You will also act as the first point of contact for reactive issues throughout the customer lifecycle and partner cross‑functionally with Support and inter...