Account Manager (Renewals)

TL;DR

Account Manager (Renewals): Managing customer relationships and driving retention strategies for a dedicated portfolio of clients with an accent on negotiation, contract management, and customer satisfaction. Focus on analyzing health data to identify growth opportunities and ensuring long-term value realization for clients within the PE/VC marketplace.

Location: Must be based in Seattle, Washington, USA. This role is onsite 5 days a week.

Salary: $105,000 base + $25,000 variable commission.

Company

A Morningstar company providing data, research, and technology for the private and public capital markets.

What you will do

• Act as the primary point of contact for a dedicated portfolio of clients via in-person meetings, phone, and email.
• Achieve monthly and quarterly retention and sales goals while providing high-quality support.
• Negotiate renewal terms to align with customer needs and company objectives.
• Manage escalations regarding contract questions and service requests.
• Analyze customer health and usage data to identify trends and opportunities for improved adoption.
• Maintain a rolling 90-day renewal forecast and document all client interactions in Salesforce.

Requirements

• Must be authorized to work in the United States without visa sponsorship.
• Bachelor’s degree or equivalent professional experience.
• 2+ years of experience in a client-facing role, sales, or account management.
• Proven ability to close deals and manage the end-to-end renewal process.
• Proficiency with Salesforce or similar CRM systems.
• Excellent verbal and written communication skills with strong negotiation and presentation abilities.

Nice to have

• Interest in the PE/VC marketplace.
• Experience with Microsoft Office suite (Outlook, Word, Excel).

Culture & Benefits

• Comprehensive health benefits including medical, dental, and vision.
• 401k match and shared ownership employee stock program.
• Generous vacation, sick leave, and paid sabbatical program after four years.
• Annual educational stipend and tuition reimbursement opportunities.
• Supportive environment with employee resource groups and team-building events.