# SaaS Account Manager

Location United StatesDesired Salary UnspecifiedWork preference Full TimeLinks Joined30 Jun 2026Field / Industry Product & Operations

* SharePreferences:Status: Actively lookingRelocation: NoNotice Period: ImmediateSkill Assessments:This user has not passed any tests yet

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[Overview](#overview)

## 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.

## Skills

### [Business Development](https://jobicy.com/talent/business-development.md)[Account Management](https://jobicy.com/talent/account-management.md)[Stakeholder Management](https://jobicy.com/talent/stakeholder-management.md)[Customer Success](https://jobicy.com/talent/customer-success.md)[Relationship Management](https://jobicy.com/talent/relationship-management.md)[Lead Generation](https://jobicy.com/talent/lead-generation.md)[Forecasting](https://jobicy.com/talent/forecasting.md)[Prospecting](https://jobicy.com/talent/prospecting.md)[Upselling](https://jobicy.com/talent/upselling.md)

## Education

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

## Experience

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

Sales Consultant @ Mattress Firm  Dec 2020 - Oct 2025 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.

Account Manager @ True Path Financial  Jan 2020 - Dec 2020 Delivered customized financial solutions that increased cross-selling success by 25%. Maintained CRM data and developed referral-based business opportunities.

Account Executive @ Hartford Gold Group  Oct 2019 - Dec 2020 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.

Private Event Coordinator @ House of Blues  Oct 2015 - Oct 2019 Managed client engagements generating up to $300K in revenue per event. Built long-term corporate partnerships and negotiated vendor agreements.