CallRail
SMBAccountManager
Neural analysis suggests this role is
optimal for Mid candidates.
“SMB Account Manager at CallRail. Skills: Revenue Expansion, Upsell opportunities, Voice Assist, AI product suite, Salesforce, Outreach.io, Gong. Proactively identify and close upsell opportunities, moving clients from standard call tracking to our premium AI suite. Drive the continued expansion of Voice Assist, acting as a subject matter expert to demonstrate how automated agents and AI transcription drive immediate ROI for businesses”
What You'll Achieve.
Hitting or exceeding quota, specifically with upsell, cross-sell, or expansion targets
What They're Looking For.
Must Have
2-3+ years of B2B Sales experience, preferably in SaaS or Marketing Technology (MarTech), Experience in an Account Management or Full-Cycle Sales role is required, Experience with Salesforce is required
Nice to Have
Proficiency with sales engagement tools (Outreach. io) and conversation intelligence tools (Gong) is highly preferred, A interest in Artificial Intelligence and an ability to explain complex technical concepts to non-technical buyers
What You'll Do.
Proactively identify and close upsell opportunities
moving clients from standard call tracking to our premium AI suite
Drive the continued expansion of Voice Assist
acting as a subject matter expert to demonstrate how automated agents and AI transcription drive immediate ROI for businesses
Execute targeted outbound campaigns to existing accounts
identifying the best segmentation lists and optimizing Outreach. io sequences to uncover dormant revenue
Maintain impeccable hygiene in Salesforce
managing accurate contact
and activity data to forecast your performance reliably
How You'll Work.
Team & Collaboration
Translate customer feedback and market opportunities into clear, actionable insights for our Product and Marketing teams; Communicate with precision to ensure all departments work cohesively toward shared goals
Communication Scope
Cross-Functional Communication; Communicate with precision
Full Job Description
The Position CallRail is scaling, and we are looking for a Senior Account Manager to join our "Back to Base" motion. This is not a maintenance role; it is a strategic growth position where you will capitalize on the rapid success of our AI product suite. You will be at the forefront of positioning our newest and fastest growing product, Voice Assist. Since its launch in July, Voice Assist has become a primary revenue driver, solving critical problems for SMBs alongside our core Conversation Intelligence, Form Tracking, and Convert Assist tools. We need a consultative seller who can manage high-velocity upsell opportunities and help our customers modernize their businesses with AI. What You'll Do Revenue Expansion: You won't just wait for free trial opportunities. You will proactively identify and close upsell opportunities, moving clients from standard call tracking to our premium AI suite. Capitalize on Voice Assist Demand: You will drive the continued expansion of Voice Assist, acting as a subject matter expert to demonstrate how automated agents and AI transcription drive immediate ROI for businesses. Strategic Prospecting: You will execute targeted outbound campaigns to existing accounts, identifying the best segmentation lists and optimizing Outreach.io sequences to uncover dormant revenue. Pipeline Mastery: You will maintain impeccable hygiene in Salesforce, managing accurate contact, lead, opportunity, and activity data to forecast your performance reliably. What You'll Need Experience: 2-3+ years of B2B Sales experience, preferably in SaaS or Marketing Technology (MarTech). Experience in an Account Management or Full-Cycle Sales role is required. Cross-Functional Communication: You are a skilled bridge-builder who can translate customer feedback and market opportunities into clear, actionable insights for our Product and Marketing teams. You are able to communicate with precision to ensure all departments work cohesively toward shared goals. Closer Mindset:
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