Sales Account Manager - Software

Sugar Land, TX
Full Time
Mid Level
Purpose
  • To document the description, responsibilities, and requirements for the Sales Account Manager position.
Scope
  • The Sales Account Manager will be responsible for not only maintaining and expanding relationships with existing clients but also qualifying opportunities for new business. This role involves managing a portfolio of client accounts, defining a sales strategy, and providing feedback to internal teams for client satisfaction and product development.
Reports to
  • President of Inevia
Description
  • A Software Sales Account Manager job description generally focuses on maintaining and expanding relationships with existing clients, while also identifying opportunities for new business. This role involves managing a portfolio of client accounts, understanding their needs, and collaborating with internal teams to ensure client satisfaction and growth.
Duties and Responsibilities
 
  • Sales Strategy & Execution
    • Create a sales strategy that aligns with company objectives.
    • Meet or exceed quarterly and annual revenue targets.
    • Identify high quality leads and qualify new business opportunities
    • Support proposal development, pricing strategy, and contract negotiation.
  •  Client Relationship Management
    • Serve as the primary point of contact for all assigned accounts.
    • Build and maintain strong, trusted client relationships across all levels of the organization.
    • Understand client business goals, organizational dynamics, and market positioning.
    • Act as the voice of the customer internally to advocate for client needs.
  • Performance Tracking & Reviews
    • Track key performance metrics such as revenue, churn, usage, and engagement.
    • Conduct regular Quarterly Business Reviews (QBRs) with clients.
    • Maintain accurate client data and activity logs in CRM systems.
    • Provide regular reporting to leadership on account health and pipeline.
  • Internal Collaboration
    • Coordinate with Product, Marketing, and Development teams to deliver integrated solutions.
    • Ensure timely delivery of technical assistance, onboarding, and ongoing support to clients.
    • Contribute feedback to help shape product direction and roadmap.
    • Participate in internal account review meetings and customer support planning.
  •  Account Ownership & Growth
    • Manage a defined portfolio of strategic and mid-tier client accounts.
    • Develop account plans that align with client goals and revenue targets.
    • Ensure client renewal and contract retention rates remain above target thresholds.
Education, Experience, Knowledge, and Skill Requirements
 Education and Experience
  • Bachelor’s degree in business, marketing, or a related field, or equivalent professional experience.
  • 3+ years of experience in B2B software sales or account management.
  • Proven record of successfully managing and growing customer accounts.
  • Familiarity with SaaS business models and customer success frameworks is preferred.
 Knowledge and Skills Required
  • Excellent verbal and written communication and presentation skills.
  • Strong interpersonal skills with the ability to build rapport with executive-level clients.
  • Proficiency with CRM software (e.g., Salesforce, HubSpot) and reporting tools.
  • Strong problem-solving and negotiation skills.
  • Highly organized with the ability to manage multiple priorities and deadlines.
  • Analytical mindset with the ability to interpret sales data and trends.
  • Understanding of the software industry, including trends and competitive landscape.
Behavioral Competencies
  • The Sales Account Manager must exemplify Inevia’s Core Values:
    •  Fanatical Customer Service
    •  Absolute Ownership
    •  Passion for Improvement
    •  Uncompromising Integrity

 
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