SMB / Mid-Market Account Manager

The role

You will own and grow a book of mid-market and enterprise clients. You will manage renewals, reduce churn, and expand accounts while also handling new business for SMB and mid-market segments.

What you will do

• Own a book of SMB and mid-market client accounts as the primary relationship manager.
• Drive renewals and reduce churn by monitoring client goals and product usage.
• Lead pricing, renewal, and contract conversations.
• Grow the book of business by 10–15% in additional annual revenue through upsells and new use cases.
• Handle inbound demo and meeting requests from SMB and mid-market prospects.
• Run discovery calls and product demos to close new business.
• Onboard new SMB and mid-market clients onto the platform.
• Coordinate with Solutions Engineering, Support, and Product to resolve client needs.
• Bring client feedback to the Product team to help shape the roadmap.
• Keep account activity, pipeline, and renewal forecasts up to date in the CRM.

Required qualifications

• 2+ years of experience in account management, customer success, or sales at a B2B SaaS company.
• Demonstrated track record of owning renewals and achieving retention and expansion targets.
• Comfortable leading pricing, renewal, and contract conversations with clients.
• Experience running product demos and moving prospects through a sales cycle.
• Strong organizational skills and follow-through across a large portfolio of accounts.
• Clear, confident communicator who builds trust quickly with clients.

Nice to have

• Experience managing enterprise accounts alongside a high volume of SMB and mid-market clients.
• Experience onboarding clients onto a SaaS platform.
• Familiarity with workflow automation, form-building, or data platforms.
• Experience with HubSpot or a similar CRM.
• Experience working at a high-growth startup.

Benefits

• Competitive compensation and equity
• Health, dental, and vision coverage
• Unlimited PTO
• Office snacks and monthly catered lunch
• Company offsite to connect and recharge

About the company

Feathery is the AI operating system for financial institutions. It provides financial agentic automation for clients like Tokio Marine, Sequoia Financial, and Cerity Partners.