Account Manager, Mid-Market

About Us

First impressions matter. TaskRay is on a mission to ensure businesses get off to a great start with a flawless customer onboarding experience. TaskRay is the leader in customer onboarding and post-sale work management in the Salesforce ecosystem. We help companies manage their customer onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences – all within Salesforce. 

Culture is important to us. You must value the following as much as we do:

Connection. Cultivate authentic connections with customers, partners, and each other. We believe in a customer-first mindset across everything we do, continuously learning and focusing on the ‘We’ rather than the ‘I’.

Integrity. We are transparent, sharing information and feedback freely. We infuse every action with honesty, fairness, and respect for customers and colleagues alike. We do the right thing, even when no one is watching.

Hunger. We have high expectations and expect high performance of ourselves and our teams. We constantly look to innovate and improve, unleashing our creativity and persistence to find solutions and deliver exceptional results.

Thrive. We love what we do and bring our best selves to work every day. We show up as real human beings who speak from the heart, value others’ contributions and invest in each other’s growth.

The Role

We are looking for a Mid-Market Account Manager to proactively manage a portfolio of existing customer accounts to build positive, trusted relationships with both key stakeholders and C-suite decision makers. You’ll work to develop strategies aimed at renewing and profitably growing sales according to company-defined targets. This position works in direct partnership with Sales Development, Sales, Customer Success, and Marketing. Your goal is to uncover and capitalize on target expansion opportunities as well as provide a high level of customer service. You will leverage your B2B solution selling skills to grow your book of business and expand the TaskRay footprint within these accounts. This position will report to the Director of Customer Success. 

Some traits we're looking for, from you: 

• Strategic Thinking: You align long-term business goals with customer needs to drive growth and success across your accounts.
• Results Driven: You consistently meet and exceed targets while staying focused on delivering exceptional value to customers.
• Consultative and Customer-Centric: You take a consultative approach, listening closely to customers' needs and providing tailored solutions that drive their success.
• Collaborative Team Player: You work seamlessly with cross-functional teams, recognizing that collaboration is key to delivering exceptional customer experiences.
• Negotiation Savvy: You are a skilled negotiator, navigating complex discussions to find win-win solutions that satisfy both customer needs and business goals.
• Business Acumen: You possess strong business acumen; understanding your customers' financial and operational drivers to position solutions that align with their strategic objectives.
• Integrity and Accountability: You operate with the highest level of integrity, consistently following through on commitments and taking responsibility for your actions.
• Growth Mindset: You embrace continuous learning and innovation, actively seeking opportunities to grow professionally and stay ahead of industry trends.

What you’ll do:

• Act as the business owner of assigned accounts; partner and collaborate with the Customer Success Manager to define and implement a clear vision and business plan for your joint accounts to drive net retention growth
• Proactively manage a pipeline of expansion opportunities and renewals to meet net retention targets across a set of existing TaskRay customers
• Prepare demos, business reviews, investment summaries, proposals, and contracts for your customers’ business stakeholders and C-suite executives 
• Conduct joint Quarterly Business Reviews and Executive Business Reviews with the Customer Success Manager for primary customer contacts and executive stakeholders
• Maintain a strong knowledge of assigned customers’ platform adoption and utilization trends
• Develop a strong understanding of our customers' business priorities and systems and utilize our sales methodologies and processes to clearly demonstrate the advantages of partnering with TaskRay
• Become a subject matter expert in TaskRay and Salesforce with extensive, accurate product knowledge
• Apply strong technical expertise and knowledge of TaskRay’s capabilities, market insights, and a deep understanding of the customers’ business strategies to effectively influence and partner with customers to identify new business opportunities
• Champion your customers internally at TaskRay while working across many departments to solve problems and achieve results; collaborating with Sales, Sales Engineering, Customer Success, Customer Support, Professional Services and Engineering to ensure an exceptional customer experience
• Maintain accurate account and opportunity forecasting within our internal CRM (Salesforce)
• Help develop go-to-market strategies for all new product releases
• Manage competing priorities in a fast paced, ever changing environment
• Travel up to 10%
• Other duties as assigned

What you bring to the table: 

• 3+ years professional experience in B2B SaaS or equivalent work experience
• 2+ years in a new business or account management quota carrying sales role
• Strong proficiency in Salesforce and sales enablement tools
• Demonstrated sales record of meeting and exceeding sales quotas
• Experience managing complex sales cycles, including discovery, objection handling, proposal building, negotiation, procurement, contract review and closing
• Excellent customer service orientation, face-to-face and virtual (phone/video conferencing) to support remote customers
• Proven success in maintaining an existing customer base, cultivating new business, selling additional services/products to current customers
• Ability to drive a consultative, solution based, sales approach to improve retention and capture additional opportunities within current customer base
• Comfortable working directly with multiple business stakeholders and C-level executives, business sponsors, IT, and procurement
• Strong organizational skills with a track record of retaining and expanding existing customer base
• Outstanding written and verbal communication skills (including presentations), capable of conveying issues clearly and persuasively, making points concisely and ensuring successful overall communication channels with increased level of trust from customers
• Strong presenting and consultative skills with the ability to uncover and relate to the client’s needs and strategy

Compensation

Cash compensation for this role is commensurate with experience. Estimated total on target earnings range is between $95,000-$120,000 annually; comprised of an annual salary between $70,000-$85,000 per year and additional uncapped incentive compensation between $25,000-$35,000 per year.

Additionally, TaskRay offers highly competitive non-cash compensation including: 

• Medical, dental and vision benefits (99% employer paid for employees)
• Flexible PTO
• Every other Friday off (Fri-yay!)
• 12 weeks paid family and medical leave, 16 weeks for birthing people
• Company-paid life insurance 
• 401k matching
• Cell phone reimbursement stipend
• Wellness stipend
• Vacation bonuses 
• Anniversary bonuses
• Employee Assistance Program

Location

This position is hybrid (Colorado only).

While TaskRay has a physical office in the Denver area, we’ve always been proud of our hybrid approach to the work environment, even pre-pandemic. We aim to provide flexibility while ensuring alignment with the needs of each team and the business. We expect this role to be in-office 2-3 days per week.

Additionally, we anticipate up to 10% travel time for this role.

We value diversity

TaskRay is an inclusive culture embracing the value of a diverse workforce in all roles, at all levels of the organization. We work to give all qualified applicants equal opportunity and to make decisions based on job related factors. We ask that you do not disclose any information on the application which could indicate your race, color, religion, national origin, sex, age, disability, sexual orientation, gender identity, pregnancy, genetic information, veteran status, or any other status protected by law or regulation and we encourage applicants who meet some but not all qualifications to apply.