What are the responsibilities and job description for the Account Manager position at Terros?
Account Manager (Experience Team)
Location: Irvine, CA — In Office
About Terros
We help companies optimize their field sales teams with a suite of modern software products that improve canvassing, lead generation, sales rep retention, and top-line revenue. We are a fast-growing startup and pride ourselves on a high-energy, collaborative environment where every team member has a direct impact on the product.
Role Overview
As an Account Manager on our Experience team, you will be the face of Terros for our strategic partners. You aren't just managing a checklist; you are elevating customer relationships, driving successful onboarding, and ensuring customers realize consistent, measurable value. You will act as a trusted advisor to our accounts and partner closely with Sales, Product, and Engineering to shape our product direction and service delivery.
Key Responsibilities
Required
Location: Irvine, CA — In Office
About Terros
We help companies optimize their field sales teams with a suite of modern software products that improve canvassing, lead generation, sales rep retention, and top-line revenue. We are a fast-growing startup and pride ourselves on a high-energy, collaborative environment where every team member has a direct impact on the product.
Role Overview
As an Account Manager on our Experience team, you will be the face of Terros for our strategic partners. You aren't just managing a checklist; you are elevating customer relationships, driving successful onboarding, and ensuring customers realize consistent, measurable value. You will act as a trusted advisor to our accounts and partner closely with Sales, Product, and Engineering to shape our product direction and service delivery.
Key Responsibilities
- Customer Leadership: Serve as the primary point of contact for strategic accounts, building long-term, executive-level relationships.
- Strategic Onboarding: Lead complex implementations, including account configuration, data migrations, and advanced user training.
- Expansion & Retention: Identify opportunities for account growth and coordinate with Sales and RevOps to drive renewals and upsells.
- Technical Advocacy: Use low-code tools to assist with workflow automation and data mapping; translate customer "pain points" into technical requirements for the Product team.
- Process Building: Help define and refine our CS playbooks, onboarding templates, and customer-facing documentation.
Required
- 4 years of experience in Customer Success, Account Management, or SaaS Implementation.
- Technical Aptitude: Proficiency with low-code/no-code tools (e.g., Zapier, Airtable, or similar) to automate workflows and manage data.
- Account Ownership: A proven track record of managing high-value accounts with measurable retention and expansion outcomes.
- Communication: Exceptional presentation skills, with the ability to command a room of executive stakeholders.
- Location: Ability to work full-time out of our Irvine, CA office.
- Experience in a fast-growing SaaS startup or B2B tech environment.
- Familiarity with CRM systems, APIs, and data migration best practices.
- Previous experience in field sales or managing software for "boots on the ground" teams.
- Bachelor’s degree in Information Systems, Business, Communications, or equivalent professional SaaS experience.
- Impact: Be an early member of the Experience organization and help define how we serve customers.
- Innovation: Work with a cutting-edge sales performance platform in a massive, underserved market.
- Collaboration: Work in an environment that values high-accountability, customer-first thinking, and rapid iteration.
- Culture: Enjoy a vibrant, in-person office culture in the heart of Orange County.