Teams at M-Files

Manage a portfolio of existing B2B SaaS customers, driving renewals, upselling, cross-selling, product adoption, retention, and revenue growth. Serve as the primary customer contact, conduct account reviews, identify risks, maintain CRM forecasts, and collaborate with Customer Success, Professional Services, Product, Sales, and Marketing teams. Travel to customer meetings or QBRs as needed.

Serve as the technical authority throughout enterprise software sales cycles. Lead discovery, solution design, tailored demonstrations, and proofs of concept for AI, automation, content management, and workflow solutions. Build integrations using APIs and scripting, advise on responsible AI adoption, address technical objections, document requirements, and support sales expansion. Collaborate with Sales, Services, Product, and Engineering while tracking pipeline influence, POC outcomes, and demo effectiveness.

Leads customer discovery, requirements workshops, stakeholder interviews, process analysis, and solution design for M-Files implementations. Defines integrations, technical architectures, acceptance criteria, documentation, testing, deployment, migration, and training. Partners with project management, product, and R&D teams; identifies AI and automation opportunities using Claude; mentors consultants; supports presales and manages multiple customer engagements.