
- Own a portfolio of strategic accounts and drive both retention and expansion opportunities across your book of business.
- Act as the trusted advisor and primary commercial point of contact for your clients, building strong relationships from operational teams to executive stakeholders.
- Develop multi-threaded relationships within each account to strengthen engagement, reduce risk, and increase long-term partnership value.
- Proactively identify growth opportunities by understanding client goals, workforce trends, platform adoption, and evolving business needs.
- Build, manage, and close a healthy expansion pipeline, leading opportunities from discovery through execution.
- Monitor account health signals, including engagement, product usage, support trends, and client feedback, taking action before risks become issues.
- Create and execute account plans that drive renewals, stakeholder engagement, adoption, and revenue growth.
- Partner closely with Customer Success, Operations, Support, Product, and Finance teams to deliver an exceptional client experience while maintaining commercial ownership of the account.
- Own escalations with urgency and accountability, ensuring every client request has clear ownership, next steps, and follow-up.
- Maintain accurate CRM records, pipeline visibility, and account documentation as part of daily operational excellence.
- +2 years of experience in Account Management, Customer Success, Sales, or another client-facing commercial role.
- Proven ability to identify, manage, and close expansion opportunities within an existing book of business.
- Experience managing multiple strategic accounts simultaneously while effectively prioritizing competing needs.
- Strong commercial mindset with the ability to proactively identify opportunities and drive outcomes.
- Demonstrated ability to build trusted relationships across multiple stakeholder levels, from day-to-day users to executive leaders.
- Excellent written and verbal communication skills, with confidence engaging senior decision-makers.
- Data-driven approach to managing account health, client engagement, and revenue opportunities.
- Experience collaborating cross-functionally with teams such as Customer Success, Product, Marketing, Operations, or Finance.
- Strong CRM discipline and experience managing pipelines, forecasts, and account documentation.
- Experience in SaaS, Fintech, HR Tech, Payroll, EOR, or Global Workforce solutions is a strong plus.
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