Account Manager

The Position CallRail is looking for an Account Manager to own and grow a portfolio of existing customer accounts. This role is responsible for driving expansion and cross-sell revenue, protecting retention, and acting as the primary point of contact for customers looking to get more value out of CallRail’s platform. You’ll run product demos, identify growth opportunities within your book of business, and partner closely with Support to resolve technical product questions that come up along the way. What You'll Do Own a defined portfolio of existing CallRail accounts, managing the full post-sale relationship. Identify and close expansion and cross-sell opportunities across CallRail’s product suite (e.g., Forms, Voice Assist, PCI, and additional call tracking capacity). Drive account retention by proactively monitoring usage and health signals, addressing risk early, and leading renewal conversations for annual plan customers. Deliver tailored product demos that show customers how additional CallRail solutions solve their business problems. Partner with the Support team on more technical or complex product inquiries, ensuring customers get accurate, timely answers. Build trusted, consultative relationships with key stakeholders within each account. Maintain accurate forecasting and pipeline data in Salesforce, and report on key account metrics (MRR, units, back-to-base revenue). Consistently meet or exceed monthly and quarterly expansion, cross-sell, and retention targets. Collaborate cross-functionally with Sales, Customer Success, Support, and Product teams to advocate for customer needs. What You'll Need 5+ years of sales experience, ideally in account management, customer success, or SaaS sales. Preference for marketing technology experience. Proven track record of meeting or exceeding revenue, retention, or expansion targets. Comfort running product demos and translating technical product details into customer-facing value. Strong communication, negotiation, and relationship-building skills. Experience working cross-functionally with Support or technical teams on customer escalations. Working knowledge of CRM and sales tools (Salesforce preferred, Gong, Outreach) and disciplined pipeline hygiene. Self-starter who thrives on ownership of a book of business and is comfortable being measured against quota. Bachelor’s degree or equivalent practical experience. If you do not meet all the requirements listed, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that aligns with your skills and experience. Additional Perks Healthcare (one option covered at 100% for employees), Dental & Vision Coverage Competitive HSA with company matching Paid parental leave Flexible vacation policy 401K options with company dollar-for-dollar match Employee stock options available from day one $2,000 annual educational allowance Catered lunch every Tuesday * an in-office perk MARTA transportation or office parking expenses covered Employee charitable donation company match, up to $500 annually Regular company outings and events Hybrid work options with $500 office stipend to set up your home office Designated bike storage About CallRail CallRail makes it easy for businesses of all sizes to market with confidence. Our marketing analytics platform gives customers the tools and insights they need to acquire and retain more customers — all while providing an unparalleled understanding of their marketing performance across every channel. Learn more: https://www.callrail.com/about/ You Are Welcome Here CallRail understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, radicalized and Indigenous persons, persons with disabilities, and persons of all sexual orientations and gender identities and…