About the Role
We're looking for a Senior Account Manager to own and grow a portfolio of key B2B and institutional accounts. You'll be the primary relationship owner for some of our most important customers — responsible for retention, growth, and ensuring every account gets a best-in-class experience.
This role suits someone who thrives on relationship-driven sales, has strong commercial instincts, and enjoys solving problems for clients rather than just managing a pipeline.
What You'll Do- Manage and grow a portfolio of key institutional and commercial accounts, serving as their main point of contact
- Develop account plans and identify upsell/cross-sell opportunities within existing accounts
- Negotiate contracts, pricing, and terms with institutional and commercial buyers
- Partner with sales leadership to forecast account performance and report on portfolio health
- Resolve escalated customer issues quickly and effectively, coordinating across internal teams
- Represent the company at industry conferences and trade events
- Mentor junior account or sales team members and help refine account management processes
- Stay current on industry and market trends to better serve accounts
- 5+ years of experience in account management, B2B sales, or a related relationship-management role
- Proven track record of managing and growing a book of business, ideally with institutional or enterprise clients
- Excellent communication, negotiation, and relationship-building skills
- Comfortable working with CRM tools (e.g., HubSpot or similar) to manage pipeline and reporting
- Strong organizational skills and ability to manage multiple accounts and priorities simultaneously
- Willingness to travel occasionally for trade shows, conferences, and on-site account visits
- Bachelor's degree preferred, or equivalent professional experience
- Work for a stable, profitable, well-established company with a long track record in its industry
- Competitive base salary plus performance-based incentives
- Comprehensive benefits package (medical, dental, vision, retirement plan)
- A collaborative, low-turnover culture where institutional knowledge is valued
Skills Required
- 5+ years of experience in account management, B2B sales, or a related relationship-management role
- Proven track record of managing and growing a book of business, ideally with institutional or enterprise clients
- Excellent communication, negotiation, and relationship-building skills
- Experience using CRM tools (e.g., HubSpot or similar) to manage pipeline and reporting
- Strong organizational skills and ability to manage multiple accounts and priorities simultaneously
- Willingness to travel occasionally for trade shows, conferences, and on-site account visits
- Bachelor's degree preferred, or equivalent professional experience
What We Do
Hiring a Human Resource Manager to navigate your business through the web of laws can be very expensive and time consuming. Sage Solutions can provide your start-up, or small to medium-sized business, with just the right services you need without breaking the bank. We focus on three distinct services offerings: 1. Compliance Solutions, 2. Human Resource Solutions, and 3. Individual Services Solutions. COMPLIANCE SERVICES The path to compliance starts with our complimentary audit which details your strengths and weaknesses. We then partner with your administrative personnel to provide comprehensive, yet simple, tool kits for compliance with many of the reporting requirements. From there, we assist with improving your audit score, offering 3 levels of monthly subscription services to meet your business needs and budget. As your audit score improves, your risk level improves, providing you better peace of mind. HUMAN RESOURCES SOLUTIONS In addition to the compliance services above, we can provide highly customized HR subscriptions services such as hiring, investigations, employee handbooks and the like. Simply purchase the subscriptions hours you need to meet your human resource needs. INDIVIDUAL SERVICES SOLUTIONS Our individual services allow you to purchase only the HR services that you need while maintaining a tight budget. Services include helping you find and acquire new talent, diversifying your workforce, completing necessary HR paperwork, and creating employee handbooks and documents that will help keep you compliant with all the state and federal employment laws. Our goal is to streamline many of the most challenging HR management tasks with our individual services. Whether you have questions about compliance or human capital management, we have the answers you need. Sage Solutions was formed by 3 executives with decades of business experience, who are always ready to roll up their sleeves and get the work done so you don't have to.
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