Account Manager

Key Responsibilities

• Drive upsell and cross-sell opportunities within an assigned portfolio of current customers.
• Develop deep relationships with key customer stakeholders to understand evolving needs and expansion potential.
• Partner closely with Customer Success to share account insights and coordinate customer engagement strategies.
• Lead discovery, product positioning, and value-based selling for Formstack’s platform: Forms, Documents, Sign, and Workflows.
• Collaborate with Product, Marketing, and Sales Engineering teams to support your expansion efforts.
• Track pipeline activity, opportunity status, and revenue forecasts in Salesforce and related systems.

Required Qualifications

• 3–5 years of experience in B2B sales, with a strong background in Account Management or Expansion Sales.
• Demonstrated success growing revenue within existing Mid-Market or Enterprise accounts.
• Strong consultative selling and discovery skills; able to map business problems to platform capabilities.
• Proficient in CRM systems such as Salesforce; highly organized and self-motivated.
• Comfortable working in a hybrid environment and engaging face-to-face with colleagues and collaborators three days per week.

Preferred Qualifications

• SaaS experience, especially in workflow automation or form/document management solutions.
• Exposure to selling into highly regulated industries such as Education, Healthcare, or Government.
• Familiarity with complex sales cycles involving multiple stakeholders and technical integrations.