About Rocketlane
Rocketlane is a fast‑growing, innovative SaaS company making waves in customer onboarding and professional services automation. Our mission is to empower B2B companies with a smooth, consistent, and efficient way to onboard customers and manage client projects, reducing chaos and boosting customer satisfaction. We’re a close‑knit team of over 200 passionate professionals, all focused on building a product that teams love to use. Our journey has been fueled by significant funding from top investors, including 8VC, Matrix Partners, and Nexus Venture Partners.
Job Description
As an Account Manager, you will be the strategic owner of a portfolio of customers. Your mission is to grow these partnerships by helping customers expand their use of our platform. You will act as a trusted advisor and liaison, combining relationship management, strategic planning, and consultative selling to ensure customers achieve continued success.
Key Responsibilities
Relationship Management: Build trusted relationships with customer stakeholders across business and technical teams. Deeply understand their objectives and processes to guide customers choosing Rocketlane's AI and other solutions as critical components of their workflows.. Conduct regular executive business reviews to showcase ROI and align our roadmap with customer goals.
Growth & Expansion: Identify and execute upsell, cross‑sell, and AI expansion opportunities within existing accounts. Prospect within named accounts to generate pipeline and close opportunities. Develop proposals that align with customer objectives and value realization.
Strategic Planning & Forecasting: Develop and maintain strategic account plans and AI adoption roadmaps, including stakeholder mapping and growth forecasts. Maintain accurate pipelines and renewal forecasts; track performance metrics to drive Net Revenue Retention (NRR).
Data & Insights: Monitor product usage and AI adoption metrics to identify engagement gaps and drive customer value. Leverage data to present insights and recommendations, ensuring customers achieve measurable outcomes and ROI.
Cross‑Functional Collaboration: Collaborate closely with Customer Success Managers, Solutions Engineers, Product and AI teams, Marketing, and Sales to deliver seamless experiences and integrated solutions. Coordinate resources to address technical questions, and enablement needs.
Risk & Customer Advocacy: Proactively identify risks to renewal or expansion and develop mitigation strategies. Serve as the customer advocate internally by providing structured feedback to Product and Engineering teams. Manage escalations calmly and transparently to ensure customer satisfaction.
Qualifications:
Experience: 5 - 7 years managing enterprise accounts or in a similar SaaS account‑management role. Experience working with AI or analytics‑driven solutions and post‑sales customer engagement is a plus.
Business & Technical Acumen: Ability to translate business objectives into strategic account plans and articulate the value of AI‑driven solutions. Familiarity with Services, PSA domain.
Relationship & Communication Skills: Excellent communication and presentation skills to engage executive stakeholders and negotiate renewals and expansions. Proven ability to build trust and manage complex relationships across functions.
Sales & Growth Orientation: Track record of driving expansions, meeting or exceeding quotas, and generating pipeline within existing accounts. Comfortable with consultative selling and ROI‑based value propositions.
Analytical & Data‑Driven: Data‑driven mindset with strong organizational skills to synthesize usage and adoption data, identify gaps, and recommend AI‑driven enhancements. Ability to manage account plans, forecasts, and performance metrics.
Collaboration & Empathy: Highly collaborative with a customer‑first mindset; able to work across Sales, Product, Support, and Engineering teams. Empathy for customers’ challenges and ability to prioritize and manage multiple accounts.
Why join us?
At Rocketlane, we’re all about building a great product and a great place to work. Here’s why you’ll actually look forward to Mondays:
Impact and ownership: You won’t just be another cog in the machine; here, you’re more like a turbocharged engine part. Bring your ideas, make them happen.
Work with the best: We’re a team of passionate, quirky, and ridiculously talented people. Come for the work, stay for the memes.
Celebrate wins: Whether we’re hitting major milestones or celebrating new funding, we like to mix it up. From rap videos to team outings, we believe in celebrating big.
Learn and grow: We’re all about learning—we’re not just talking about the latest SaaS trends. You’ll grow your career, pick up new skills, and learn a lot about AI.
Flexibility and balance: While we love collaborating in the office five days a week, we know everyone has their own rhythm. That’s why we offer flexibility around hours—so you can bring your best energy, whether you’re an early bird or a night owl. Pajamas optional (at least outside the office).
Top Skills
