Sift

Finance

SeniorAccountOperationsManager

United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Account Operations Manager at Sift. Skills: Account Operations, Quote-to-Cash, Customer Renewals, Process Improvement. Own customer accounts portfolio. Manage renewal cadence”

What You'll Achieve.

Ensure smooth, timely, and predictable renewal experience; Protect net retention of customer CARR; Reduce friction in the renewal and amendment process; Improve customer outcomes; Build on Sift’s AI adoption efforts; Strengthen customer health approaches; Standardize, scalable operating models

Industry & Context.

Finance
Problems you'll solve

Analytical and curious, with the ability to turn usage and account data into practical action

What They're Looking For.

Must Have

5+ years of experience in account operations, renewals, deal desk, sales operations, customer commercial operations, or a similar role, ideally in B2B SaaS, Demonstrated experience managing the full customer renewal or commercial lifecycle, including quoting, order forms, contract execution, forecasting, and opportunity close, working knowledge of SaaS commercial constructs, including subscriptions, usage-based pricing, order forms, amendments, MSAs, and renewal processes, Hands-on experience in Salesforce and discipline around data hygiene, account records, opportunity management, and reporting support, written and verbal communication skills, with the ability to explain product, commercial, and process concepts clearly to customers and internal stakeholders, Proven ability to work cross-functionally with Support, Professional Services, Sales, Customer Success, Deal Desk, Legal, RevOps, Finance, and Product, Comfort working with product usage data, APIs, account health signals, and customer configuration details to inform strategy and outreach, systems orientation and enthusiasm for AI-driven process improvement, workflow automation, and scalable operating models

Nice to Have

Experience supporting unmanaged, pooled, or scaled SaaS customer books of business, Experience identifying and positioning Professional Services or similar value-added service offerings as part of account strategy, Experience helping operational teams adopt AI tools, workflow automation, or process redesign in customer-facing environments, Experience in a high-growth company where processes, tools, and account models continue to evolve

What You'll Do.

Own customer accounts portfolio

Manage renewal cadence

Drive timely renewals

Maintain account hygiene

Manage quote-to-cash process

Support quote creation

Streamline customer contracting

Prepare and route agreements

Direct customers to resources

Develop product knowledge

Use product usage data

Improve account management at scale

Evolve customer health approaches

Provide feedback to internal teams

Participate in testing new tools

How You'll Work.

Team & Collaboration

Cross-functional coordination with Support, Professional Services, Sales, Customer Success, Deal Desk, Legal, RevOps, Finance, and Product; Partner with Deal Desk, Legal, RevOps, Finance, and Sales to streamline customer contracting; Pulling in the right teams at the right time

Communication Scope

Written communication skills; Verbal communication skills; Ability to explain product, commercial, and process concepts clearly

Full Job Description

ABOUT THE ROLE Sift is hiring a Senior Account Operations Manager to own a portfolio of customer accounts and serve as the primary commercial point of contact across the full quote-to-cash lifecycle. This role sits within the Field Finance Operations organization, and provides customer account ownership and contract support across enterprise, mid-market, and scale segments. This role is designed for a strong operator who can manage renewals with rigor, guide customers through commercial and contractual matters, and deliver a seamless customer experience from account review and outreach through quoting, negotiation, execution, and close. The Senior Account Operations Manager will also help customers navigate product-related needs through the right channels, including Support and, where appropriate, Professional Services. This person should be highly comfortable with product usage data, account health review, contract and pricing mechanics, and cross-functional coordination. We are also looking for a technology-forward candidate who can build on Sift’s AI adoption efforts to improve and automate manual processes and strengthen customer health approaches for unmanaged accounts at scale. KEY RESPONSIBILITIES CUSTOMER ACCOUNT OWNERSHIP AND RENEWAL MANAGEMENT - Own a portfolio of customer accounts and act as the main commercial point of contact for unmanaged and scaled accounts, ensuring a smooth, timely, and predictable renewal experience. - Manage the full renewal cadence, including internal health checks, usage-to-contract review, support ticket review, customer outreach, renewal recommendations, renewal drafting, and signature path management. - Drive timely renewals and protect net retention of customer CARR through disciplined forecasting, proactive outreach, risk identification, and clear close plans. - Maintain strong account hygiene in Salesforce, including opportunity stages, close dates, forecast amounts, notes, contacts, and other fields required for reporting

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