SaaS Account Manager

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English
Available for Hire
Yes
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About me

I am a SaaS account management professional with more than 7 years of experience driving customer adoption, retention, and revenue growth across B2B accounts. I have built a strong track record of maintaining high client retention rates, expanding accounts through consultative engagement, and managing the full customer lifecycle from onboarding through renewal.

I currently manage a portfolio of approximately 80 insurance-industry SaaS accounts, including more than 40 key accounts. In this role, I partner with agency owners, carrier leaders, and marketing partners to improve adoption and retention while identifying growth opportunities.

A major part of my work has been using relationship management and consultative problem-solving to deliver measurable results. I have helped maintain a 90% client retention rate and increased revenue by 30% through new business acquisition, account expansion, upselling, and cross-selling.

My background also includes strong sales performance in customer-facing roles. At Mattress Firm, I ranked in the top 10% company-wide while consistently exceeding sales goals and expanding the customer base through prospecting, referrals, and relationship-driven outreach.

Earlier in my career, I developed experience in account management, account executive work, and event coordination. I managed full sales cycles, generated outbound opportunities, closed high-value transactions, and built long-term partnerships with clients and vendors.

I hold a Bachelor of Arts in Business Administration from California State University, Fullerton. My strengths include account management, client retention, Salesforce CRM, pipeline management, consultative selling, and cross-functional collaboration.




Education

Aug 2016 - Jun 2019 Bachelor of Arts in Business Administration @ California State University, Fullerton

Experience

Oct 2025 - Present Account Manager, Business Development & Client Growth @ SmartFinancial

Manage a portfolio of approximately 80 insurance-industry SaaS accounts, including 40+ key accounts. Partner with agency owners, carrier leaders, and marketing partners to drive adoption and retention. Maintain a 90% client retention rate through strategic relationship management and consultative problem-solving. Increased revenue by 30% through new business acquisition, account expansion, upselling, and cross-selling. Use Salesforce CRM to manage pipeline activity, account performance, and growth opportunities.

Dec 2020 - Oct 2025 Sales Consultant @ Mattress Firm

Ranked in the top 10% company-wide while consistently exceeding sales goals. Expanded customer base by 30% through prospecting, referrals, and relationship-driven outreach. Managed the full sales cycle from discovery and solution presentation through closing and follow-up. Used Salesforce CRM to manage pipeline activity and customer engagement.

Jan 2020 - Dec 2020 Account Manager @ True Path Financial

Delivered customized financial solutions that increased cross-selling success by 25%. Maintained CRM data and developed referral-based business opportunities.

Oct 2019 - Dec 2020 Account Executive @ Hartford Gold Group

Conducted 100+ outbound prospecting calls daily to generate and qualify opportunities. Managed the full sales cycle from prospecting through closing. Closed transactions valued up to $150K while building long-term client relationships.

Oct 2015 - Oct 2019 Private Event Coordinator @ House of Blues

Managed client engagements generating up to $300K in revenue per event. Built long-term corporate partnerships and negotiated vendor agreements.


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