About Us: FieldPulse is a fast-growing field service management software built specifically for the trades. From the first call to the final payment, we help residential, commercial, and enterprise companies streamline every step of the work. Our platform empowers dispatchers, technicians, and business owners with the tools they need to schedule work, complete jobs, generate estimates, and get paid - faster and more efficiently. Trusted by thousands of businesses globally, FieldPulse pairs cutting-edge technology with a customer-first mindset to support the people who keep our world running.
Job Overview: FieldPulse is hiring an Account Manager, Expansion & Upsell Specialist to drive revenue growth within our existing customer base. In this quota-carrying role, you’ll design sales cadences, develop GTM strategies for add-on products, and engage customers to uncover upsell opportunities. You’ll work closely with Customer Success and help build a scalable expansion motion from the ground up. If you’re a proactive seller who thrives on impact, we want to hear from you.
Key Responsibilities:
- Revenue Expansion: Own upsell and cross-sell strategy within an assigned book of business. Consistently meet or exceed expansion quotas by identifying growth opportunities, pitching relevant solutions, and closing deals that drive customer value.
- Customer-Centric Growth: Build strong relationships with customers to understand their business goals and challenges. Leverage product usage data, feedback, and support interactions to recommend features, upgrades, or additional services that align with their evolving needs.
- Account Strategy & Planning: Create and execute strategic account plans focused on maximizing customer lifetime value. Segment accounts based on potential and prioritize outreach accordingly to drive targeted growth.
- Pipeline Management: Maintain accurate records of all activities, opportunities, and forecasts in CRM tools (Salesforce, Salesloft, etc). Regularly report on pipeline health, expansion progress, and risk factors.
- Cross-Functional Collaboration: Partner closely with Implementation, Customer Success, Product, Marketing, and Sales to ensure a seamless customer experience. Share feedback from the field to inform go-to-market initiatives and product development.
- Product Enablement & Education: Act as a product expert and trusted advisor. Keep customers informed about new features and best practices to increase adoption and drive long-term success.
Required Qualifications:
- SaaS Experience: 3+ years of experience closing recurring revenue SaaS deals, selling to existing customers, and expanding accounts.
- Technical Aptitude: Exceptional ability to understand and communicate complex technology to both technical and non-technical audiences.
- Solution Selling: Can effectively connect product capabilities to specific customer marketing challenges, articulating clear business value.
- Discovery Expertise: Conducts thorough discovery to assess impact, uncover opportunity, and quantify value across product lines and channels.
- Closing Skills: Strong track record of confidently closing business, discussing value, and handling pricing conversations.
- Trustworthiness: Known for integrity and earning trust from customers and colleagues alike.
- Problem Solving: Proactive approach to identifying challenges and delivering solutions.
- Initiative: Takes ownership of the commercialization plans and acts with urgency and confidence.
- Agility: Thrives in a fast-paced, evolving environment and adapts quickly to change.
- Experimentation: Open to testing new approaches and iterating rapidly for improvement.
- Big-Picture Focus: Understands how the Account Management function aligns with long-term company goals.
- Team Collaboration: A strong team player who values collective success and cross-functional cooperation.
What We Offer:
- Covered Medical Insurance
- Dental & Vision Benefits
- Paid Parental Leave
- Fun, fast-paced startup culture- you’ll be able to work on projects that make a huge impact
- Catered Lunches Monday-Friday
- Class Pass, Netflix, HBO, Hulu, and Peloton subscriptions
- 401k
- Transparent career growth, professional development, and promotional opportunities
Top Skills
What We Do
FieldPulse is an all-in-one application to run your field service business.
Cut down on administrative tasks and endless paperwork. With FieldPulse, you can schedule jobs, send itemized estimates and invoices, and even receive payments through your phone.
Increase your team’s efficiency by keeping them updated and on-track. Your team can see job and client details, track assigned tasks, and provide status updates.
Manage customer information, log comments, and keep track of past jobs and invoices. Know your customer better than ever and never lose track of payments.
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