Teams at Forecast

Partners with Account Executives to conduct discovery, demonstrations, trials, technical calls, and pre-sales support for Accelo’s PSA platform. Configures proof-of-concepts, designs solutions, responds to RFIs/RFPs, educates prospects on business value, and communicates product feedback to internal teams. The role also supports sales enablement, product training, and customer-facing best-practice guidance.

Manage a portfolio of B2B SaaS accounts, leading renewals, retention, churn mitigation, and customer success milestones. Identify and close upsell and cross-sell opportunities, conduct executive business reviews, demonstrate ROI, and develop customer advocates and referrals. Partner with clients and global teams across time zones while serving as a strategic consultant on platform optimization, operational challenges, and business value.