Director of Account Management, EverCommerce

• The ideal candidate is equal parts strategist, operator, and coach—someone who has built high-performing account management teams before and knows how to set up the infrastructure that enables fast results
• 7-10+ years in B2B SaaS Account Management, Customer Success, or Sales, with at least 3-5 years in leadership roles
• Proven track record of building account management teams from scratch or leading significant team transformations
• Multi-brand/portfolio experience: Experience managing teams across multiple product lines, brands, or business units—ideally in a roll-up, private equity-backed, or M&A-driven organization where integration and transformation are ongoing
• Deep SMB SaaS expertise: Understanding of the unique dynamics, challenges, and success factors in selling to small and medium-sized businesses
• Revenue expansion expertise: Demonstrated success driving upsell, cross-sell, and expansion revenue—you've owned and exceeded seven-figure expansion targets
• Process and systems builder: You've designed and implemented commercial operating systems, playbooks, and enablement programs that drive results at scale
• Startup or high-growth experience: You've operated in fast-paced, resource-constrained environments where you had to be scrappy and figure things out
• Change management: Comfort operating in environments undergoing transformation, integration, or rapid evolution—you thrive in ambiguity and can bring structure to chaos

Desirable

• We need to unlock the next phase of growth by maximizing revenue from our existing customer relationships across our diverse brand family
• As our founding Director of Account Management, you'll be the architect and builder of our expansion motion
• This isn't just a management role—you're standing up an entirely new function that will become a critical growth engine for the business
• You'll have the autonomy to design the playbook, build the team, establish the processes, and create a commercial operating system that drives predictable, scalable revenue expansion
• Build the Foundation (Months 1-6):
• Design the expansion strategy: Define segmentation, coverage models, and go-to-market motion for upsell and cross-sell across our customer base and multi-brand portfolio
• Navigate complexity across brands: Develop frameworks for managing expansion opportunities across nearly 25 brands with different customer profiles, product suites, and maturity levels—identifying both single-brand upsell and cross-brand cross-sell opportunities
• Create the commercial operating system: Build the frameworks, playbooks, and processes that will enable the team to identify, qualify, and close expansion opportunities efficiently across our diverse portfolio
• Establish metrics and reporting: Define success metrics, build dashboards, and implement rigorous forecasting mechanisms to track pipeline, conversion rates, and revenue attainment—with visibility across brands and segments
• Hire and onboard your team: Recruit, hire, and ramp the first cohort of Account Managers who will own customer expansion, with consideration for brand specialization vs. portfolio coverage
• Cross-functional alignment: Partner closely with Customer Success, Sales, Product, and Marketing teams—both at the EverPro level and within individual brands—to ensure seamless customer experience and aligned expansion strategies
• Drive transformation: Help integrate and standardize expansion approaches across brands while respecting the unique needs of each vertical and customer segment
• Drive Revenue Growth (Ongoing):
• Own the expansion number: Take full accountability for upsell, cross-sell, and expansion revenue targets across the customer base and brand portfolio
• Unlock cross-brand opportunities: Identify and capture revenue synergies by selling complementary solutions from our portfolio of brands to existing customers (e.g., a customer using one EverPro brand for scheduling could benefit from another brand's payment processing or marketing solutions)
• Develop account strategies: Work with your team to create strategic account plans that identify white space, map decision-makers, and build multi-threaded relationships—including opportunities to expand customers from single-brand to multi-product relationships
• Lead the sales cycle: Ensure your team effectively manages complex expansion sales cycles, from opportunity identification through negotiation and close
• Optimize continuously: Analyze what's working and what's not; iterate on processes, messaging, and tactics to improve win rates and deal velocity—sharing learnings across the brand portfolio
• Scale the motion: Once you've proven the model, scale it—expanding team size, refining segmentation, enhancing enablement, and building repeatable playbooks that can be leveraged across brands
• Lead and Develop Talent:
• Build a high-performance culture: Establish standards of excellence, accountability, and customer-centricity within your team
• Coach and develop: Provide hands-on coaching, deal support, and career development for your Account Managers
• Enable for success: Create comprehensive onboarding programs, sales enablement materials, and ongoing training to ensure your team has the tools and knowledge to succeed