Manage relationships and recurring revenue for complex software accounts. Drive retention, renewals, upsells, cross-sells, client satisfaction, and strategic account growth. Serve as the primary client advocate, lead business reviews and roadmap discussions, coordinate software upgrades, maintain CRM data, forecast performance, and collaborate with Sales, Customer Success, Product, PSO, and project management teams.
We are seeing an experienced and motivated customer facing account manager who would own the customer relationships of complex software accounts. The Account Manager will drive retention and growth of a portfolio of accounts. You will serve as a trusted advisor to senior-level stakeholders, developing deep insights into their business needs to deliver tailored solutions. This role involves crating strategic, long-term plans, managing complex business requirements, and leading cross-functional teams (including sales, marketing, and product) to maximize value and client loyalty.
Requirements
- Own a portfolio of existing accounts representing recurring revenue.
- Develop a deep understanding of client needs, workflows, and goals.
- Maintain and expand long-term relationships with the portfolio of existing customers.
- Drive client satisfaction, retention, loyalty, and references.
- Deliver strategic support; assisting to coordinate Software Upgrades in conjunction with the PSO team, PM and the client.
- Serve as the primary point of contact for client communication and strategic planning; act as the Client Advocate.
- Lead quarterly business reviews (QBRs) or semi-annual business reviews, roadmap discussions, and renewal strategies.
- Collaborate with Customer Success and Product teams to align solutions to client objectives.
- Achieve revenue retention targets.
- Identify and execute upsell opportunities with the account base. Drive cross-sell opportunities.
- Maintain CRM hygiene and forecast account performance accurately.
Experience and Qualifications:
- 3+ years in SaaS account management or client-facing Intellectual Property legal tech roles.
- Knowledge of SalesForce a plus.
- Prior experience working with IP management or docketing software (e.g., Memotech, Anaqua, IP Folio, FoundationIP or equivalent).
- Exceptional client communication, negotiation, and executive presence.
- Strong understanding of enterprise sales cycle and legal operations.
- Based in or willing to commute to the Silicon Valley area.
- 30% - 50% travel expected.
Benefits
Perks & Benefits:
- Health Coverage: Medical, dental, and vision to support your well-being.
- Retirement Savings: 401(K) plan to help you plan for the future.
- Unlimited/Responsible Time Off: Flexible time-off policy.
Why Join Us?
- Work on cutting-edge technologies and lead impactful projects for a global client base across diverse industries.
- Enjoy a competitive salary, comprehensive benefits, and career growth opportunities.
- Benefit from the flexibility of remote work, promoting a better work-life balance.
MaxVal is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Similar Jobs
AdTech • Enterprise Web • Information Technology • Machine Learning • Marketing Tech • Sales
Manage a portfolio of CTV publisher clients, driving revenue growth, profitability, yield optimization, integrations, and product adoption. Build strategic client relationships, lead QBRs and strategy meetings, analyze performance anomalies, deliver actionable insights, and forecast revenue. Collaborate with business development, solution architecture, buyer development, and product teams while maintaining expertise in OpenX’s platform, reporting tools, CTV supply trends, and programmatic advertising.
Top Skills:
Ad TechCtvFreewheelGoogle WorkspacePmp SolutionsProgrammatic AdvertisingPublicaPublisher PlatformsReporting ToolsSpringserve
.jpg)
AdTech • Cloud • Marketing Tech • Productivity • Software • Analytics • Automation
Manage customer retention, renewals, relationships, and expansion opportunities across an existing account base. Develop territory plans, coordinate with customers and procurement, maintain sales data, identify upsell opportunities, and present solutions aligned with business needs. The role requires strong communication, organization, multitasking, and proficiency with Salesforce, CRM tools, and Microsoft Office.
Top Skills:
Acquia Digital Experience PlatformCrm ToolsDrupalExcelMS OfficeMicrosoft PowerpointMicrosoft WordSalesforce
Artificial Intelligence • Cloud • Information Technology • Consulting
Leads commercial accounts and serves as the primary customer contact for complex networking and technology solutions. Builds account plans, develops customer business strategies, manages executive relationships, coordinates internal and external partners, advances consultative sales opportunities, negotiates and closes large deals, maintains pipeline records, manages quota and margin performance, and drives profitable revenue growth across platforms and specialty products.
Top Skills:
ComputersNetworkingPipeline Management ToolsPrintersServersStorage
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
