Loopio

Principal Account Manager

Toronto, Ontario, Canada

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Software/SaaSIndustries

Account Manager

Employment Type: Full-Time Location Type: Remote Salary: Not specified

Take your career to new heights with Loopio! 🚀✨

Loopio is looking for an experienced, results-driven, relationship-focused, and process-oriented individual who wants to take their account management to the next level! In this role, you will own the commercial relationship on a portfolio of our existing accounts to focus on driving value and developing deep relationships that will maximize renewal and expansion potentials. You will be partnering closely with our Customer Success Managers, who drive customer adoption, to support renewal discussions and identify strategic expansion opportunities within the Loopio customer base across multiple industry verticals. You’ll also be joining a rapid-growth company, with endless opportunities to accelerate your career! Are you ready for your next adventure?

What You’ll Be Doing

  • Leading end-to-end conversations around Renewal negotiations and Expansion opportunities with your portfolio of Enterprise customers (10,000+ employees).
  • Build meaningful relationships with Loopio customers at all levels through engaging emails, phone calls, video, and in-person meetings.
  • Map customer organization and develop strategies to increase customer engagement at all levels and identify opportunities, including strategic account mapping of your customers in partnership with the CS team.
  • Partner closely with Customer Success Managers to understand customer adoption of Loopio, develop thoughtful pricing strategies, and identify expansion opportunities.
  • Negotiate contract terms and pricing with guidance from relevant internal departments and management.
  • Respond to customer requests for subscriptions and other upgrades outside of their renewal process and provide a high level of service that allows our customers to maximize their success.
  • Present to key stakeholders and executives the value of expanding Loopio’s usage within their organization.
  • Conduct discoveries and online demonstrations of the Loopio platform to additional user groups that may be interested in expanding their Loopio usage.
  • Build engaging “playbooks,” email templates, and meeting frameworks to help support the growth and success of your accounts.
  • Leverage engagement and product data through our Customer Health Score framework and other tools to understand where customer growth opportunities exist and proactively flag risk.
  • Develop creative strategies to increase customer engagement, drive growth, create more relationships within each customer account, and produce Loopio advocates.
  • Conduct regular market research to maintain an updated knowledge of consumers' needs and competitors' activities.
  • Generate pipeline through prospecting and outbounding activities, and partner with Growth Business Development Representative for pipeline creation.
  • Report and maintain an accurate forecast on a monthly/quarterly basis; manage renewal and expansion forecasting meetings and collaboration activities for designated account portfolio.
  • Maintain and update account information in Salesforce; close renewals and expansions in a timely manner and keep track of any contract updates and renewals.
  • License Management - monitor consumption and usage in line with contractual entitlements and identify opportunities for expansion/upsell.
  • Work with and maintain relationships with the various teams at Loopio - Product and Development, Marketing, Sales, CS Teams to communicate customer feedback and priorities.
  • Distill and present insights to our internal teams, including our Senior Leadership Team, on key learnings from working closely with our Enterprise organizations.
  • Regularly travel to support Loopio events or on-site customer meetings. The estimated travel frequency outside of Canada is once per quarter.

What You’ll Bring to the Team

  • 5+ years of experience in a Strategic Account Executive, Account Manager, or similar role, preferably in B2B SaaS.
  • Experience growing and maintaining relationships with named accounts, which include Global Banks and Fort.

Skills

Account Management
Customer Relationship Building
Renewal Negotiation
Expansion Strategy
Customer Success Collaboration
Contract Negotiation
Customer Engagement
Strategic Account Mapping
Communication Skills
Presentation Skills

Loopio

RFP response software for enterprises

About Loopio

Loopio specializes in simplifying the process of responding to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and Security Questionnaires. Its main product is RFP response software that helps businesses manage and automate the intricate task of creating high-quality responses. The software features a smart content management system that organizes a company's knowledge base, making it easy for teams to collaborate, assign tasks, and review projects efficiently. Loopio operates on a subscription-based model, allowing clients to access its software and tools for a recurring fee. This model helps clients save time and improve the quality of their responses, enabling them to win more business. Loopio stands out from competitors by focusing on enhancing collaboration and efficiency for medium to large enterprises across various industries, including technology, healthcare, and finance.

Toronto, CanadaHeadquarters
2014Year Founded
$203MTotal Funding
GROWTH_EQUITY_VCCompany Stage
Data & Analytics, Consulting, Enterprise SoftwareIndustries
201-500Employees

Benefits

Remote Work Options
Hybrid Work Options
Phone/Internet Stipend
Professional Development Budget

Risks

Increased competition from established players like SAP threatens Loopio's market share.
Potential over-reliance on CRM integrations poses risks if policies change.
Recent layoffs may indicate internal financial or strategic challenges.

Differentiation

Loopio integrates seamlessly with CRM systems like Salesforce and HubSpot.
The Response Management Loop Framework offers a holistic approach to proposal management.
Loopio's smart content management system centralizes and organizes knowledge efficiently.

Upsides

Growing demand for AI-driven content management boosts Loopio's market potential.
Integration with CRM systems streamlines sales and proposal workflows.
Expansion into new markets enhances Loopio's global presence and capabilities.

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