Manage relationships and recurring revenue for complex software accounts. Drive retention, renewals, upsells, cross-sells, client satisfaction, and strategic account growth. Serve as the primary client advocate, lead business reviews and roadmap discussions, coordinate software upgrades, maintain CRM data, forecast performance, and collaborate with Sales, Customer Success, Product, PSO, and project management teams.
We are seeing an experienced and motivated customer facing account manager who would own the customer relationships of complex software accounts. The Account Manager will drive retention and growth of a portfolio of accounts. You will serve as a trusted advisor to senior-level stakeholders, developing deep insights into their business needs to deliver tailored solutions. This role involves crating strategic, long-term plans, managing complex business requirements, and leading cross-functional teams (including sales, marketing, and product) to maximize value and client loyalty.
Requirements
- Own a portfolio of existing accounts representing recurring revenue.
- Develop a deep understanding of client needs, workflows, and goals.
- Maintain and expand long-term relationships with the portfolio of existing customers.
- Drive client satisfaction, retention, loyalty, and references.
- Deliver strategic support; assisting to coordinate Software Upgrades in conjunction with the PSO team, PM and the client.
- Serve as the primary point of contact for client communication and strategic planning; act as the Client Advocate.
- Lead quarterly business reviews (QBRs) or semi-annual business reviews, roadmap discussions, and renewal strategies.
- Collaborate with Customer Success and Product teams to align solutions to client objectives.
- Achieve revenue retention targets.
- Identify and execute upsell opportunities with the account base. Drive cross-sell opportunities.
- Maintain CRM hygiene and forecast account performance accurately.
Experience and Qualifications:
- 3+ years in SaaS account management or client-facing Intellectual Property legal tech roles.
- Knowledge of SalesForce a plus.
- Prior experience working with IP management or docketing software (e.g., Memotech, Anaqua, IP Folio, FoundationIP or equivalent).
- Exceptional client communication, negotiation, and executive presence.
- Strong understanding of enterprise sales cycle and legal operations.
- Based in or willing to commute to the Silicon Valley area.
- 30% - 50% travel expected.
Benefits
Perks & Benefits:
- Health Coverage: Medical, dental, and vision to support your well-being.
- Retirement Savings: 401(K) plan to help you plan for the future.
- Unlimited/Responsible Time Off: Flexible time-off policy.
Why Join Us?
- Work on cutting-edge technologies and lead impactful projects for a global client base across diverse industries.
- Enjoy a competitive salary, comprehensive benefits, and career growth opportunities.
- Benefit from the flexibility of remote work, promoting a better work-life balance.
MaxVal is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
MaxVal Group, Inc. Los Altos, California, USA Office
Los Altos, CA, United States
Similar Jobs
Artificial Intelligence • Cloud • Security • Software • Cybersecurity
Drive new business and expand Datadog's presence across major strategic accounts. Responsibilities include prospecting, managing complex enterprise relationships, building account maps, understanding customer needs, negotiating value-based deals, developing opportunities, closing business, and maintaining accurate forecasts. The role requires selling enterprise software to Fortune 100 companies, coordinating cross-functional account teams, exceeding sales goals, and traveling more than 50% of the time.
Top Skills:
Command Of The MessageDatadogEnterprise SoftwareMeddic
Artificial Intelligence • Software
Own and grow a portfolio of global consulting and professional services firms, driving expansion, cross-sell, pricing, renewals, and seven-figure growth. Build executive relationships, convert engagement-based usage into enterprise agreements, lead cross-functional account teams, negotiate complex global contracts, conduct executive business reviews, maintain accurate forecasts in Salesforce, and provide customer insights to product and pricing teams. Regular travel to customer sites and periodic travel to headquarters are required.
Top Skills:
Artificial IntelligenceSalesforce
Artificial Intelligence • Cloud • Information Technology • Consulting
Develop and expand HPE enterprise technology opportunities across federal civilian organizations, especially the FAA and Department of Commerce. Build strategic pipelines, shape early pursuits, support competitive displacement, navigate federal acquisition processes, and coordinate sales, engineering, systems integrators, and channel partners. Engage government leaders and technical stakeholders while positioning AI, HPC, hybrid cloud, networking, storage, and data platform solutions. The remote role requires U.S. citizenship and travel of up to 50%, including regular customer visits in the DC area and other states.
Top Skills:
AIComputeData Analytics PlatformsHpcHybrid CloudNetworkingStorage
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
