Account Manager

About the role

You will own the end-to-end renewal and expansion lifecycle for a strategic portfolio of customers, acting as the primary executive advocate for their success. This role requires a consultative mindset to uncover latent needs and translate them into tailored growth strategies that drive measurable outcomes. You will lead executive-level conversations, building trust and credibility with C-suite stakeholders to position Transfr as an indispensable partner. A core part of your responsibility is to navigate complex, multi-stakeholder environments while maintaining alignment on long-term value. You will develop compelling ROI-driven business cases that clearly articulate the impact of our solutions. Ultimately, your work will directly influence customer retention, reduce churn, and accelerate revenue growth across the portfolio. You will partner closely with Sales, Customer Success, and Professional Learning to ensure alignment on shared objectives.

Key facts

What you'll do

• Assume ownership of the renewal and expansion lifecycle for a designated portfolio, ensuring proactive retention and growth.
• Architect and execute strategic account plans that are data-informed and focused on long-term partnership objectives.
• Orchestrate Executive Partnership Reviews to surface strategic opportunities and validate alignment on customer goals.
• Engineer customized renewal proposals, pricing models, and business cases that resonate with specific customer priorities.
• Liaise with Sales, Customer Success, and Professional Learning teams to design and deploy cohesive Customer Success Plans.
• Conduct proactive risk identification and collaborate cross-functionally to deploy targeted retention strategies.
• Uncover unmet needs to drive upsell and cross-sell initiatives that are tied to tangible business outcomes.
• Engage with executive and C-level stakeholders within complex, multi-decision maker environments.
• Maintain rigorous forecasting, pipeline visibility, and activity tracking within Salesforce to ensure accuracy.
• Deliver precise weekly, monthly, and quarterly forecasts to leadership to support strategic decision-making.
• Partner with Account Executives, Customer Success, Deal Desk, Finance, Legal, and Sales Operations to orchestrate seamless customer experiences.
• Streamline renewal and expansion processes to enhance operational efficiency and ensure organizational consistency.
• Leverage consultative selling techniques to build trust and establish Transfr as a key strategic advisor.
• Analyze customer usage data to identify expansion opportunities and drive adoption of advanced features.

Requirements

You must possess 2-3 years of experience in renewals or account management within SaaS, EdTech, or a related software industry. You have a proven track record of meeting or exceeding renewal, retention, and upsell targets that demonstrate consistent performance. Your background must include strong consultative selling, negotiation, and relationship management skills that are honed through real-world application. You have direct experience engaging with executive and C-level stakeholders in high-stakes environments. Your organizational skills are exceptional, with a keen attention to detail that ensures accuracy in complex scenarios. You have managed cross-functional projects under tight deadlines, thriving in fast-paced and demanding settings. You are proficient with Salesforce or similar CRM platforms, using them to maintain accurate records and forecast data. You are willing and able to travel domestically up to 60% to support customer needs and strategic initiatives.

Nice to have

• Bring 1+ years of working experience in edtech to deepen your impact in this role.
• Contribute experience within workforce development, education, or public sector environments.
• Apply familiarity with outcome-based or value-based selling methodologies to accelerate success.
• Manage complex enterprise or multi-stakeholder accounts with a high degree of professionalism.
• Utilize knowledge of customer success planning and adoption strategies to drive engagement.
• Leverage strong analytical skills to translate customer data into strategic insights and ROI narratives.

Practical notes

This is a full-time, remote position but requires residence within your assigned territory, with the ability to travel domestically up to 60% or more as needed.

Location: This position is 100% Remote but the designated territories for this position are MO, IA, IL, WI, and MI. We will only consider candidates who reside in these states.

The base salary range for this position is $80,000 - $100,000 + uncapped commission. This role is eligible to participate in the company's variable compensation and equity program.

Actual compensation may vary based on factors including experience, skills, education, location, and internal equity considerations.

• Own and manage the renewal process for a portfolio of customers to ensure timely renewals and minimize churn.
• Build and execute strategic account plans focused on customer retention, expansion, and long-term partnership growth.
• Lead Executive Partnership Reviews to demonstrate ROI, alignment on customer goals, and uncover expansion opportunities.
• Develop customized renewal proposals, pricing strategies, and business cases tailored to customer needs and priorities.
• Partner with Sales, Customer Success, and Professional Learning teams to create and execute Customer Success Plans (CSPs).
• Identify customer risks proactively and collaborate cross-functionally to implement retention strategies.
• Drive upsell and cross-sell opportunities by uncovering unmet customer needs and aligning solutions to measurable outcomes.
• Navigate complex, multi-stakeholder customer environments and manage executive-level relationships.
• Maintain accurate forecasting, pipeline visibility, and customer activity tracking within Salesforce.
• Provide timely and precise weekly, monthly, and quarterly forecasts to leadership.
• Collaborate and work closely with Account Executive,Customer Success,Deal Desk, Finance, Legal, Sales Operations teams to ensure a seamless customer experience.
• Continuously improve renewal and expansion processes to drive operational efficiency and consistency.

Here at Transfr we are creating an engaging and interactive learning experience that help people gain real-world skills and unlock new career opportunities. We're on a mission to make learning more intuitive, empowering, and fun and we are looking for individuals who share our passion for innovation and impact. As an Account Manager, you will play a critical role in our mission by ensuring our customers derive maximum value from our platform. You will have the autonomy to make strategic decisions, influence product direction through customer feedback, and grow your career within a fast-scaling environment. The role offers competitive compensation, uncapped earning potential through commission, and the flexibility of remote work. If you are driven by results, thrive in collaborative settings, and want to build a career where your work directly shapes the future of workforce education, we encourage you to apply.