Account Manager

• Own and manage a portfolio of existing client accounts, serving as the primary point of contact
• Build strong, long-term relationships with key stakeholders and executive sponsors
• Maintain a deep understanding of client business objectives, challenges, and success metrics
• Proactively identify and mitigate churn risk
• Manage client escalations in partnership with Delivery and leadership as needed
• Identify, qualify, and close expansion opportunities including upgrades, renewals, cross-sells, and add-on services
• Manage pricing discussions and renewal conversations within established guidelines
• Ensure full understanding of client procurement process to accurately forecast and set expectations
• Create value within existing relationships to gain introductions to new contacts, teams, and departments
• Manage and forecast an expansion pipeline for VeilSun services and partner offerings (e.g., Quickbase)
• Work closely with Delivery teams (Developers, Architects, Solution Engineers, Technical Project Managers) to align on scope, roadmap, and client expectations
• Act as a liaison between VeilSun, our technology partners, and client stakeholders
• Support co-selling efforts with partner sales teams as applicable
• Ensure a smooth handoff from sales to delivery and ongoing alignment throughout the client lifecycle
• Maintain balance of client advocation and protecting internal alignment and best practices
• Support strategic account planning for assigned clients
• Participate in and present Quarterly Business Reviews (QBRs) for key accounts
• Track and report on account health, pipeline, renewals, and expansion opportunities
• Maintain accurate records and forecasts in CRM and other internal systems

• 3–6+ years of experience in account management, client success, or sales within technology, software, or professional services
• Experience managing existing client relationships with revenue responsibility
• Consultative selling mindset with the ability to align client needs to solution capabilities
• Strong communication skills, both verbal and written
• Proven ability to manage multiple accounts and priorities simultaneously
• Comfortable working in a fast-paced, growth-oriented environment

• Experience working in a Technology Partner Program environment
• Familiarity with low-code/no-code platforms, SaaS, or professional services delivery models
• Experience with Quickbase or similar platforms
• Strong understanding of pipeline management and forecasting
• BA or BS degree preferred

medical, dental, vision, life and supplemental insurance, short- and long-term disability, options for profit sharing, eligibility to participate in company stock or equity programs, 401(k), paid vacation, and sick time