Senior Account Manager

About the Role

As a Sr. Account Manager, you will own a strategic portfolio of large revenue-generating school districts and educational organizations. You will engage with high-level stakeholders, including superintendents and C-suite executives, to ensure Panorama’s value is maximized across all client interactions. With a proactive, ownership-driven mindset, you will be responsible for driving both retention and growth, traveling up to 30-40% of the time to deliver in-person client engagements, executive presentations, and strategic account reviews.

You thrive in fast-paced, high-stakes environments that require strategic thinking, creativity, and a solutions-focused approach. You will leverage data insights, client adoption metrics, and best practices to deepen Panorama’s footprint in each account. Your ability to navigate complex client landscapes, prioritize competing tasks, and deliver results will be critical to our team’s success.

This position requires to be based in California or within the Pacific Time (PST) zone.

Key Responsibilities

• Own and Drive Renewal Cycles: Lead renewals for your assigned portfolio, understanding budget cycles, funding sources, and contract nuances to secure timely renewals and identify growth opportunities.
• Expand Panorama’s Impact: Actively pursue growth within existing accounts by identifying upsell opportunities, cultivating strategic relationships, and encouraging customer adoption of key product features.
• Engage Clients Strategically: Conduct executive business reviews, outcome reviews, and in-person meetings to reinforce Panorama’s value and drive retention.
• Develop and Execute Account Plans: Create and maintain comprehensive account plans, using KPIs to track client health, engagement, and adoption metrics.
• Collaborate Cross-Functionally: Partner with Sales, Customer Experience, Product and other teams to align on strategies that ensure consistent client satisfaction and retention.
• Ensure Data-Driven Client Success: Utilize metrics such as outcome reviews, customer adoption rates, and active user data to inform decision-making, prioritize account activities, and tailor client interactions.
• Maintain Proactive Communication: Log all key client interactions, document strategic goals, and ensure all actions and communications are aligned with Panorama’s client success framework.

What We’re Looking For

• Proven Account Management Expertise: At least 3-5 years of experience managing strategic accounts with a strong focus on retention and expansion. Demonstrated ability to navigate complex renewal processes, upsell within existing accounts, and build long-term relationships.
• Strategic Mindset and Ownership Mentality: Ability to take full ownership of a portfolio, demonstrating accountability for client success, renewal rates, and overall account health.
• Data-Driven Approach: Strong analytical skills to interpret client data, adoption metrics, and leading indicators to drive decision-making and prioritization.
• Exceptional Communication and Influence Skills: Experience influencing executive stakeholders and presenting complex information effectively to drive adoption and growth.
• Flexibility and Adaptability: Comfortable with ambiguity and change; able to adapt to new role expectations and shifting priorities in a dynamic, team-oriented environment.
• Willingness to Travel (30-40%): Travel to client sites for partnership reviews, strategic planning sessions, and in-person meetings to foster strong relationships and address client needs directly.

The base salary for this position is $110,400 with an OTE of $138,000