Account Manager- SMB

Description

The SMB Account Manager is responsible for nurturing and growing relationships with SMB healthcare practices using our SaaS patient relationship management platform. This role focuses on driving product adoption, identifying upsell opportunities, and securing early renewals while minimizing churn.

This role works a hybrid schedule of three days in the Lehi Utah office and two days from home if 50 miles or less from Lehi. This role is remote for those who live 50+ miles from Lehi. 

Requirements

• 2–4+ years of Account Management, Customer Success, or related experience in SaaS.
• Experience working with SMB accounts and/or subscription-based revenue models.
• Strong relationship-building and communication skills, with the ability to influence stakeholders.
• Proven track record of meeting or exceeding upsell or renewal goals.
• Experience in healthcare, patient engagement tools, or practice management software is a plus.
• Highly organized, self-driven, and comfortable managing a high-volume book of business.
• Experience selling AI or voice assistant products preferred but not required.

What will be my key responsibilities?

• Own and manage a portfolio of SMB accounts as their primary point of contact.
• Build strong relationships and conduct regular business reviews to show value and drive engagement.
• Identify and close upsell and cross-sell opportunities; hit monthly/annual upsell bookings targets.
• Manage the renewal process, with an emphasis on early pre-renewals.
• Monitor account health, address risks proactively, and reduce customer churn.
• Collaborate with internal teams to resolve issues and improve customer outcomes.
• Keep accurate forecasts and maintain CRM hygiene.

What does high performance look like?

• Strong relationships across your book of business
• Consistently meeting or exceeding upsell bookings goals
• High rate of early pre-renewals
• Low SMB churn
• Healthy product adoption and customer satisfaction

What is my potential for career growth?

It is completely up to you and how hard you go after it. The SR employees who stand out and advance quickly are those who go above and beyond. They do not miss an opportunity to help others around them. They are team-focused, not solo players. No job is beneath them. They understand that they have a direct hand in pushing the company's goals forward. They do not expect others around them to adjust to their needs, but they take it upon themselves to make the changes they want to see.

Sounds great. What else is important to this role?

• You embody our Credo: Team Members First, Communicate Clearly, Fearlessly Lead and Evolve, Bring Our Best Selves.
• You continually increase your knowledge and skills; you are a lifelong learner. 
• You help and enable your co-workers. You are a thought leader on the team. You produce creative solutions and are always willing to pitch in when needed.

What is the selection process?

• A phone call with the Manager of Talent Acquisition
• An interview with the Hiring Manager
• An interview with the VP of Sales 

Solutionreach, Inc. is an equal opportunity employer and E-Verify participant. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.