Account Manager

Remote

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Software as a Service, SaaS, Customer Relationship ManagementIndustries

Requirements

Candidates should possess 3-5 years of experience in B2B sales, specifically in Account Management or Expansion Sales, with a proven track record of successfully growing revenue within existing Mid-Market or Enterprise accounts. They must demonstrate strong consultative selling and discovery skills, along with proficiency in CRM systems such as Salesforce and a highly organized, self-motivated work ethic. Comfort working in a hybrid environment, engaging face-to-face three days per week, is also required.

Responsibilities

The Account Manager will drive upsell and cross-sell opportunities within an assigned portfolio of current customers, develop deep relationships with key stakeholders to understand evolving needs, partner with Customer Success to share account insights, lead discovery and value-based selling for Formstack’s platform, and collaborate with various teams to support expansion efforts. They will also track pipeline activity, opportunity status, and revenue forecasts in Salesforce and related systems.

Skills

B2B sales

Account Management

Expansion Sales

CRM (Salesforce)

Consultative Selling

Discovery Skills

Pipeline Management

Stakeholder Relationship

Product Positioning

Value-Based Selling

SaaS

Workflow

Formstack

Workflow automation platform for businesses

About Formstack

Formstack provides a platform for workflow automation that helps businesses streamline various processes like sales, employee onboarding, and data collection. Its software is user-friendly and does not require coding skills, making it accessible for users of all technical levels. Key features include digital forms for collecting payments and administering surveys, a document generator that automates data entry into professional documents, and an eSignature solution for obtaining digital signatures on any device. Formstack operates on a subscription-based model, charging clients a recurring fee for access to its services. It caters to a diverse clientele, from small businesses to large enterprises, and integrates with over 250 business systems. A unique offering for Salesforce users allows them to manage forms, documents, and signatures within their Salesforce environment, enhancing their workflow efficiency.

Fishers, IndianaHeadquarters

2006Year Founded

$413.4MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Data & Analytics, Enterprise SoftwareIndustries

201-500Employees

Benefits

Remote Work Options

Risks

Increased competition from no-code platforms like Creatio may dilute Formstack's market share.

Integration challenges from acquisitions like Open Raven could pose security vulnerabilities.

New CEO Aled Miles may lead to strategic shifts misaligned with customer expectations.

Differentiation

Formstack offers a no-code platform for easy workflow automation and document management.

The company integrates with over 250 business systems, enhancing versatility and efficiency.

Formstack provides specialized solutions for Salesforce users, enhancing CRM capabilities.

Upsides

Growing demand for no-code platforms empowers non-technical staff to manage workflows independently.

Acquisitions like Open Raven enhance data security and privacy in workflow automation.

Partnerships with CRM platforms like Salesforce improve customer experience and integration.

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