The Role
As a trusted advisor, you will own the full customer relationship — from onboarding through renewal and expansion. Your mission is to protect and grow an assigned territory of accounts by driving measurable value, deep platform adoption, and long-term partnerships.
You'll engage across the org chart — from CROs, CFOs, and CISOs to Revenue Ops, System Admins, and GTM leaders — balancing commercial acumen with strategic guidance. You'll also bring an AI-forward mindset, using intelligent tooling to prioritize, personalize, and scale your work in ways that set you and your customers apart.
Key performance indicators include customer retention and renewal targets, net revenue retention, expansion quota attainment, renewal forecast accuracy, platform utilization, and customer sentiment.
The Role
As a trusted advisor, you will own the full customer relationship — from onboarding through renewal and expansion. Your mission is to protect and grow an assigned territory of accounts by driving measurable value, deep platform adoption, and long-term partnerships.
You'll engage across the org chart — from CROs, CFOs, and CISOs to Revenue Ops, System Admins, and GTM leaders — balancing commercial acumen with strategic guidance. You'll also bring an AI-forward mindset, using intelligent tooling to prioritize, personalize, and scale your work in ways that set you and your customers apart.
Key performance indicators include customer retention and renewal targets, net revenue retention, expansion quota attainment, renewal forecast accuracy, platform utilization, and customer sentiment.
Your Daily Adventures Will Include
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Manage a high volume of accounts with proactive engagement to drive customer value and adoption.
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Develop territory strategy plans using multiple data points to drive adoption, utilization, and customer sentiment.
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Manage renewal, expansion, and cross-sell cycles at high rates to protect revenue retention.
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Build partnerships with customers to realize value, adoption, and business process optimization of the Outreach platform.
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Apply successes and best practices from across the Outreach customer base to consult strategically with your accounts.
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Partner with and influence key stakeholders to achieve customer goals — removing roadblocks across product, technical, and organizational dimensions.
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Apply technical proficiency to troubleshoot issues independently and collaborate with technical teams as needed.
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Engage with operations teams and multi-thread within accounts to reach key decision makers.
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Support onboarding by coordinating internal resources and aligning with clients for a seamless implementation.
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Maintain accurate records in Outreach, Salesforce, and other relevant tools to support effective relationship management.
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Identify risks to client health and execute targeted mitigation strategies to restore engagement.
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Forecast renewals and expansion pipeline with high accuracy using Outreach's forecast methodology.
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Act as the face of Outreach for your customers — guiding them on product training, best practices, and strategic direction.
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Manage multiple concurrent projects and stakeholders with varying business, technical, and organizational priorities.
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Stay current on sales and revenue trends through industry events, publications, podcasts, and peer networks.
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Leverage AI-powered insights within the Outreach platform to surface at-risk accounts, identify expansion signals, and prioritize outreach based on real-time engagement data.
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Use AI-assisted workflows to improve the quality and efficiency of customer communication, renewal preparation, and forecasting accuracy.
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Bring an informed point of view on how AI is transforming revenue teams — and translate that perspective into strategic conversations with customers.
Our Vision of You
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Bachelor's degree in a relevant field or equivalent work experience.
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8+ years of sales lifecycle management, account management, or customer success experience in SaaS.
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Ability to navigate complex organizational networks and influence without direct authority.
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Strong business acumen with experience driving transformation outcomes using complex software.
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Demonstrated value realization in a product, platform, or service context.
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Skilled negotiator with experience managing multi-month renewal and expansion cycles (up to 4 months).
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Effective project management, problem-solving, and time management skills.
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Ability to synthesize data from multiple sources into clear, customer-facing decisions.
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Deep understanding of sales operations, GTM strategies, methodologies, and KPIs.
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Strong financial acumen — ability to model and communicate ROI to executive audiences.
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Ability to build and sustain trusted relationships with both internal teams and external customers.
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Excellent written and verbal communication, with the ability to tailor messaging for any audience.
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Executive presence, strong emotional intelligence, and a genuine curiosity about customer goals.
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Team player with high initiative and a bias toward keeping opportunities moving forward.
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Comfort working with AI-assisted tools and a growth mindset toward emerging technology in the sales and revenue space.
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Ability to critically evaluate AI-generated insights and apply sound judgment when translating them into customer-facing strategy.
Why You’ll Love It Here • Flexible time off • 401k to help you save for the future • Generous medical, dental, and vision coverage for full-time employees and their dependents • A parental leave program that includes options for a paid night nurse, and a gradual return to work • Infertility/ assisted reproductive services benefit • Employee referral bonuses to encourage the addition of great new people to the team • Snacks and beverages in the Office, along with fun events to celebrate • Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military Outreach is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.