Role Description As an Account Manager for WebPT, you will own the customer relationship for a portfolio of customers, serving as a strategic partner to ensure each of your assigned customers achieves measurable value from our software solutions. You will own both customer retention and revenue growth within your assigned portfolio. - Proactively guide customers on best practices, new functionalities, and industry developments. - Identify products and services that customers should be using, but aren’t, and upsell accordingly. - Advocate internally to remove barriers and enhance the overall customer experience. - Success reflected through strong retention, growth, and overall health of your assigned member portfolio. Qualifications - BA or BS degree - 3+ years of sales and/or account management experience in the healthcare SaaS market, ideally working with physical therapy or physician practices - Approximately 25–30% travel to client sites and company events - Possess a growth mindset—resourceful, results-oriented, hands-on, accustomed to working with a team - Experience working in Salesforce, Gong, Salesloft, Gainsight, or similar CRM and sales/revenue - Proven ability to manage relationships across multiple levels of an organization - Work well autonomously while being a highly contributing member of the team - Exude confidence and communicate accurately and honestly - Actively listen to customers and develop meaningful relationships - Professional attitude with the ability to navigate intense situations under pressure - Excellent written and verbal communication, presentation, and problem-solving skills - Exceptional time management skills and ability to juggle multiple priorities - Strong writer and speaker: documents, presentations, webinars, and events - Understanding of operations and day-to-day processes of typical SaaS environments Requirements - Achieve assigned sales quota by identifying, nurturing, and closing cross-sell and upsell opportunities - Ensure achievement of sales targets for RCM service adoption and expansion - Achieve high net revenue retention and logo retention across your portfolio - Monitor member health to proactively identify churn risks - Address escalations promptly, collaborating with leadership to create corrective action plans - Serve as the primary point of contact for assigned members - Build long-term relationships with key stakeholders - Collaborate with internal teams to ensure seamless delivery of services - Act as the voice of the member internally - Develop and deploy one-to-many approaches with subsets within the assigned portfolio Benefits - Ample Time Off for fun and rest - Work from nearly anywhere in the US - Time Off to make an impact through volunteering - Multiple Employee Resource Groups (ERGs) - Health, Dental, Vision, 401k, HSA, and many other benefits - Authenticity and Acceptance

• Develop and implement strategic account plans to achieve sales targets and expand market share. • Drive multi-technology demand creation NBO’s promoting the entire portfolio. • Align with Global teams to convert NBO’s into revenue. • Build and maintain strong, long-term relationships with key clients, understanding their needs and providing tailored solutions. • Provide insight on new products needed by key customer segment. • Collaborate with internal teams and counterparts globally to ensure share capture and seamless delivery of products and services globally. • Monitor market trends and competitor activities to identify new business opportunities. • Provide regular reports on account performance and market insights to senior management.

• responsible for growing and maintaining strong relationships with Distributors, Dealers, and construction professionals • achieve and exceed sales, margin, and expense goals • optimize local distribution strategies and strengthen relationships • conduct Joint Business Planning meetings

• Understand the unique needs and goals of each client • Monitor and analyse client account performance and ensure issues are addressed proactively • Identify opportunities for upselling additional services or features • Act as the primary point of contact for client issues or concerns • Maintain oversight of client Zendesk tickets and escalate as necessary • Coordinate with internal teams to resolve client issues promptly and effectively • Develop and execute annual client success plans aligned to business objectives • Assist with contract renewals and negotiations to drive retention and satisfaction • Use data analytics to assess performance and recommend improvements • Report regularly on KPIs and client health metrics • Advocate for clients internally to influence improvements in products and services • Collaborate with global Account Managers to ensure consistency in client experience • Maintain accurate records of client communications, billing, and contractual obligations • Provide clients with resources and training to maximise service value • Communicate regularly with clients via calls, emails, and on-site visits where applicable