Account Manager at Trustwell
United States
$70k - $75k
<div><body><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="white-space:pre-wrap;">Role: Account Manager</strong></b></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="white-space:pre-wrap;">FLSA:</strong></b><span style="white-space:pre-wrap;"> Full Time | Exempt | Salaried | Remote (US)</span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="white-space:pre-wrap;">Reports to:</strong></b><span style="white-space:pre-wrap;"> Director of Account Management</span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:10pt;white-space:pre-wrap;">Scope of Position:</strong></b><span style="font-size:10pt;white-space:pre-wrap;"> </span><span style="font-size:11pt;white-space:pre-wrap;">The Account Manager (AM) owns the retention and growth of an assigned portfolio of existing Trustwell customers. This role is accountable for renewal and volume upsell performance, developing cross-sell opportunities with Customer Account Executives (CAEs), and building relationships that support long-term customer value.</span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:0px 0px 5.33333px;padding:0px;text-align:left;'><span style="font-size:11pt;white-space:pre-wrap;">The AM proactively manages their book of business, balancing quotes, contracts, and inbound customer needs with planned outreach, renewal preparation, and growth conversations. They maintain regular contact throughout the customer lifecycle, coordinate internal resources to address risk, and keep Salesforce account information, pipeline, and forecasts current.</span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:0px 0px 5.33333px;padding:0px;text-align:left;'><span style="font-size:11pt;white-space:pre-wrap;">Success requires strong commercial judgment, consistent follow-through, and the ability to independently prioritize activity across a portfolio of accounts</span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:10pt;white-space:pre-wrap;">Essential Duties & Responsibilities including but limited to:</strong></b><span style="font-size:10pt;white-space:pre-wrap;"> </span></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Own retention and renewal execution across an assigned book of business, meeting the combined renewal and volume upsell quota and established retention and performance goals.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Proactively plan and manage account activity, balancing customer requests and growth priorities with renewals due in the next 90 and 180 days. Understand renewal terms, notice deadlines, decision processes, and the actions needed to complete renewals on time.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Maintain proactive monthly customer contact across the assigned portfolio, including auto-renewal accounts. Engage decision makers, champions, and day-to-day users to understand changing needs, reinforce value, identify risk, and uncover growth opportunities.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Manage renewal preparation and execution, including customer engagement, quotes, contract coordination, negotiation, follow-up, and timely completion. Apply approved pricing and uplift expectations, protect customer value and revenue, and obtain required approvals for exceptions.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Identify churn and contraction risks early, document the drivers and revenue at risk, and coordinate mitigation plans with clear owners and dates. Escalate promptly with the customer context, actions taken, and support or decisions needed.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Own volume upsell opportunities from discovery through close. Identify and qualify cross-sell opportunities, engage the assigned CAE to lead the cross-sell sales process, and support the opportunity while maintaining ongoing ownership of the customer relationship.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Build and maintain relationships with multiple customer stakeholders, reducing reliance on a single contact. Keep stakeholder roles, purchasing processes, customer priorities, and renewal decision criteria current in Salesforce.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Maintain working knowledge of Trustwell solutions and conduct discovery conversations that connect customer needs with appropriate products. Help customers realize value and support adoption by engaging product or technical specialists when needed.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Protect one hour on the calendar each workday for Salesforce updates and opportunity management. Keep contacts, customer activity, stages, close dates, forecast categories, risks, and dated next steps accurate. Advance or close opportunities promptly as outcomes are confirmed; no open opportunity should go more than seven days without an updated next step.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">For auto-renewals, record the date the opportunity should close won and the next required action. Document renewal losses accurately, including Loss Reason and Loss Reason Detail, in accordance with company requirements.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Coordinate with Support, Product, Finance, and other internal teams to address customer needs, maintaining ownership of customer communication and follow-through.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Submit a weekly commit on Monday, communicate material forecast changes promptly, and report results against that commit at the Friday wrap. Come prepared to account reviews and weekly one-on-ones with current performance, customer risks, growth opportunities, and specific actions or support needed.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Build customer trust through responsiveness, sound judgment, clear expectations, and consistent follow-through while balancing customer outcomes, commercial commitments, and company priorities. Identify customer advocates and referral opportunities.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Perform other duties as assigned.</span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:10pt;white-space:pre-wrap;">Required Skills/Abilities</strong></b><span style="font-size:10pt;white-space:pre-wrap;"> </span></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Ability to independently manage a portfolio of accounts, prioritize competing renewal and growth needs, and execute a consistent outreach plan.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Strong commercial judgment, including the ability to identify account risk, determine next steps, and escalate issues with clear context and recommended actions.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Effective discovery, negotiation, relationship-building, and customer communication skills.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Ability to build relationships with multiple stakeholders and understand customer purchasing and decision-making processes.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Strong CRM discipline and ability to use account and pipeline data to prioritize work, maintain actionable next steps, and produce reliable forecasts. Salesforce experience is preferred.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Comfort using sales engagement, prospecting, and customer collaboration tools; experience with Salesloft, LinkedIn Sales Navigator, and Jira is preferred.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Ability to collaborate effectively with CAEs and cross-functional partners while maintaining clear accountability for assigned responsibilities.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Strong organization, attention to detail, and follow-through, with the ability to adapt to changing customer needs and priorities.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Ability to work productively and independently in a remote environment.</span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:7pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:13.3333px 0px 5.33333px;padding:0px;text-align:left;'><b><strong style="font-size:10pt;white-space:pre-wrap;">What Success Looks Like</strong></b></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Achieving the combined renewal and volume upsell quota and established retention goals while contributing qualified cross-sell opportunities.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Maintaining monthly customer engagement across the portfolio, relationships with multiple stakeholders, and consistent performance against established call, meeting, and activity expectations.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Preparing renewals early, completing them on time, and escalating churn or contraction risks with actionable mitigation plans.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Building and advancing a qualified volume upsell pipeline and partnering effectively with CAEs on cross-sell opportunities.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Maintaining Salesforce as the source of truth, with current opportunities, dated next steps, evidence-based forecasts, and accountability for weekly commitments.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Independently managing priorities, following through on commitments, and applying coaching and agreed actions to improve performance.</span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:10pt;white-space:pre-wrap;">Education/Experience</strong></b><span style="font-size:10pt;white-space:pre-wrap;"> </span></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Bachelor’s degree in business, management, or a related field, or equivalent relevant professional experience.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Three or more years of experience in account management, renewals, or customer expansion in a SaaS or recurring-revenue business, with responsibility for a portfolio of existing customers and measurable retention or revenue goals.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Demonstrated success managing renewals, negotiating pricing, closing account expansion opportunities, and achieving measurable commercial goals.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:11pt;white-space:pre-wrap;">Experience serving food, beverage, supplement, or nutrition compliance customers is preferred.</span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:10pt;white-space:pre-wrap;">Total Rewards Package: </strong></b><span style="font-size:10pt;white-space:pre-wrap;"> </span></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Full healthcare benefits, including medical, dental, and vision. </span></li><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Supplemental benefits, including STD, LTD, HSA, 401k, etc.</span></li><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Responsible Time Off (PTO) + Holiday Pay</span></li><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Competitive Compensation + Bonus! </span></li><li style="margin:3px 0px;font-size:10pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Excellent culture, growth opportunities, plus much more... </span><span style="font-size:10pt;white-space:pre-wrap;"> </span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:10pt;white-space:pre-wrap;">What to expect - the Hiring Process! </strong></b><span style="font-size:10pt;white-space:pre-wrap;"> </span></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Interview with Human Resources</span></li><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Interview with Hiring Manager</span></li><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Peer Panel Interview</span></li><li style="margin:3px 0px;font-size:9pt;line-height:1.6;letter-spacing:0.25px;"><span style="font-size:9pt;white-space:pre-wrap;">Offer of Employment (Background Screening/References) </span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><span style="font-size:10pt;white-space:pre-wrap;">The compensation for this role is based on several factors, including the candidate's experience, education, skills, and alignment with the responsibilities outlined for the role. The anticipated salary range for this role is $70,000 - $75,000 with most candidates hired in the mid-range. This role is quota-bearing, and comes with an on-target earning up to </span><span style="white-space:pre-wrap;">$125,000 The OTE is based on 100% attainment of your sales quota and is uncapped. This position is also eligible to participate in the company's equity program. </span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><span style="font-size:10pt;white-space:pre-wrap;">To learn more about the culture & employee experience at Trustwell, check out our </span><a href="https://www.linkedin.com/company/trustwell-llc/?viewAsMember=true" target="_blank" class="css-173makr-linkStyle" style="color:rgb(30,74,169);cursor:pointer;"><span style="font-size:10pt;white-space:pre-wrap;">LinkedIn</span></a><span style="font-size:10pt;white-space:pre-wrap;"> or </span><a href="https://www.glassdoor.com/Overview/Working-at-Trustwell-EI_IE8830777.11,20.htm" target="_blank" class="css-173makr-linkStyle" style="color:rgb(30,74,169);cursor:pointer;"><span style="font-size:10pt;white-space:pre-wrap;">GlassDoor</span></a><span style="font-size:10pt;white-space:pre-wrap;">! </span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:10pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'></p><hr><p></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;'><span style="white-space:pre-wrap;">Trustwell is an equal employment opportunity employer committed to hiring and retaining a diverse workforce. Applicants receive fair and impartial consideration without regard to race, sex, sexual orientation, gender identity, color, religion, national origin, age, disability, veteran status, religion, or other legally protected class. If you need accommodation for any part of the employment process due to a medical condition, or any disability, please contact a member of our human resources team. </span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:9.75pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;'><b><strong style="white-space:pre-wrap;">Acceptable Background and References Required; Upon any conditional offers made by Trustwell. Equal Opportunity Employer/ DFWP/ Affirmative Action</strong></b></p></body></div>
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