United States- Remote
About the Account Manager position
As an Account Manager, you will build lasting relationships with our nonprofit customers while also driving growth through strategic upselling and product expansion. You will identify opportunities to upgrade clients from standard to comprehensive packages, and to expand their engagement with our Compliance solution and Partner Ecosystem solutions. By combining customer insight with a revenue mindset, you will help mission-driven founders access the tools they need to thrive while contributing directly to our growth objectives.
About the Company
We’re part of Swyft Filings, a trusted company that helps entrepreneurs and organizations launch and growth with confidence. This new business unit was created to empower mission-driven founders as they navigate the nonprofit journey.
We know that launching a nonprofit can feel overwhelming, and our goal is to remove those barriers so leaders can focus on their mission. While formation is our foundation, we’re also building a supportive network of services and partners to help nonprofits stay compliant and grow sustainably.
We believe every founder deserves trusted guidance and a strong start as they work to create lasting impacts in their communities.
What You'll Do
- Develop trusted relationships with nonprofit founders and teams, serving as their ongoing point of contact for success.
- Proactively monitor engagement and identify at-risk customers and high-potential accounts for expansion, driving renewals and growth opportunities
- Conduct strategic check-ins and renewal discussions that include identifying opportunities to upgrade from standard to comprehensive packages or to introduce new solutions such as Compliance service and Partner Ecosystem offerings.
- Own the upsell process by identifying, positioning, and closing opportunities for Beacon’s expanded suite of solutions.
- Collaborate with internal teams to develop and execute strategies that strengthen retention and revenue growth.
- Work closely with customers to understand best practices and provide information on nonprofit structures, compliance requirements, and available resources that support their mission and long-term sustainability.
- Advocate for customers internally, sharing actionable feedback that drives service improvements and stronger long-term outcomes.
- Consistently achieve or exceed upsell and renewal targets through value-based consultative conversations that strengthen customer relationships.
What You'll Need
- 3+ years of experience in Customer Success, Account Management, or a similar client-facing role.
- 3+ years of experience driving revenue through upselling, renewals, or expansion sales.
- Proven ability to meet or exceed retention and growth goals.
- Strong communication, relationship management, and problem-solving skills.
- A proactive mindset with high emotional intelligence and a genuine passion for helping mission-driven clients succeed.
- Familiarity with CRM or customer success tools
- Ability to manage multiple accounts while maintaining personalized engagement and follow-through.
Compensation
- Base Salary: $58,500 - $73,800 DOQ
- Commission: 10% net revenue
Top Skills
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