Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Software as a Service, SaaS, Customer Relationship ManagementIndustries

Account Manager

Position Overview

We’re hiring a growth-focused Account Manager to join our Sales team. This role is entirely dedicated to driving expansion revenue—you will identify, manage, and close upsell and cross-sell opportunities within a defined book of existing customers. This is not a renewal role. You'll act as a strategic partner to customers, helping them uncover additional value from Formstack’s product suite. By understanding their business needs and aligning our tools to new use cases, you'll play a critical role in growing our revenue and product adoption across departments.

Employment Type

Salaried, Full-Time

Location Type

Hybrid (requires in-office presence in Denver three days per week: Tuesdays, Wednesdays, and Thursdays)

Salary

$90,000 - $115,000 a year

Key Responsibilities

  • Drive upsell and cross-sell opportunities within an assigned portfolio of current customers.
  • Develop deep relationships with key customer stakeholders to understand evolving needs and expansion potential.
  • Partner closely with Customer Success to share account insights and coordinate customer engagement strategies.
  • Lead discovery, product positioning, and value-based selling for Formstack’s platform: Forms, Documents, Sign, and Workflows.
  • Collaborate with Product, Marketing, and Sales Engineering teams to support your expansion efforts.
  • Track pipeline activity, opportunity status, and revenue forecasts in Salesforce and related systems.

Required Qualifications

  • 3–5 years of experience in B2B sales, with a strong background in Account Management or Expansion Sales.
  • Demonstrated success growing revenue within existing Mid-Market or Enterprise accounts.
  • Strong consultative selling and discovery skills; able to map business problems to platform capabilities.
  • Proficient in CRM systems such as Salesforce; highly organized and self-motivated.
  • Comfortable working in a hybrid environment and engaging face-to-face with colleagues and collaborators three days per week.

Preferred Qualifications

  • SaaS experience, especially in workflow automation or form/document management solutions.
  • Exposure to selling into highly regulated industries such as Education, Healthcare, or Government.
  • Familiarity with complex sales cycles involving multiple stakeholders and technical integrations.

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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