• Spreadsheet & Data Management - Autonomous data entry and spreadsheet management — no micromanaging required. - Collect, organize, and maintain accurate records with high attention to detail. - Keep data clean, structured, and accessible for the full team at all times. • Email & Document Workflows - Handle high-volume email workflows — managing 4+ emails with attachments daily. - Extract and convert documents to PDF, organizing shared notes and files across OneDrive. - Keep shared drives current and clean so the team always knows where to find what they need. • Tools & Technology - Full Microsoft Suite proficiency is non-negotiable (Word, Excel, Outlook, Teams, OneDrive). - CRM adaptability — you may not know every platform, but you learn fast and apply it well. (Current CRM is Bonzo) - Comfortable picking up new tools and systems without slowing down. • Outreach & Communication - Warm calling — not cold outreach. You understand the difference and build rapport fast. - Professional, confident phone presence with the ability to represent the team well on every call

• generate high-quality conversations and qualified meetings for leadership. • Over time, strong performers may grow into: - Account Executive / Closer roles - strategic partnerships - revenue leadership opportunities

• Prevent risk and drive growth in our top customers through early engagement, driving value, engaging with key stakeholders and mapping our customers to our executives as measured by renewal outcomes • Achieve financial and strategic revenue, bookings and billings targets • Accurately maintain/update a rolling forecast of your territory and communicate any renewal risk to internal resources in order to develop resolution strategies, up to and including Executive Engagement • Own and execute win/win negotiation strategies for Docusign’s strategic renewals while protecting and enhancing customer trust • Conduct regular business reviews with our customers to ensure that they are adopted and deriving value from our product and we are aligned with our customers primary objectives • Accountable for the full adoption strategy, leveraging key stakeholders across the Docusign ecosystem to deliver holistic paths for success • Serve as the primary point of contact and facilitation on behalf of our customers for any escalation concerns • Collaborate with internal resources such as, but not limited to, Sales, Customer Success, Pricing, Legal, Revenue Operations and Product Management to develop growth and risk mitigation strategies for key accounts • Discuss and advise on core functionality and features beyond the fundamentals, and is able to effectively communicate the art of what is possible • Act as a Docusign expert for our customers, identifying process gaps and coordinating with Docusign resources to ensure successful adoption & deployment • Maximize account growth by taking a major role within the account team, helping to identify incremental growth opportunities within the account, and involving the appropriate internal resources where applicable • Evaluate your portfolio and effectively analyze usage, health, data, and behavioral patterns to prioritize time to render the most favorable outcomes for the customer and Docusign • Occasional travel to build customer relationships and improve overall partnership (up to 10%) • Follow and adhere to best practices for all internal processes including, opportunity management, data quality and accuracy, CRM hygiene, quotes and forecasting • Ad hoc duties as directed by management.

Role Description As an Account Manager at M-Files, you’ll play a key role in nurturing long-term customer relationships and driving revenue growth within our existing customer base. You’ll act as a strategic advisor, uncovering opportunities to expand product adoption, deliver value, and ensure customer satisfaction and retention. This role requires excellent relationship management, solution selling, and communication skills, as well as the ability to work cross-functionally to support customer success and growth initiatives. Responsibilities and Duties - Serve as the primary point of contact for a portfolio of existing customers - Drive account expansion through upselling, cross-selling, and renewal strategies - Understand each customer’s business goals, challenges, and product usage to deliver ongoing value - Partner with Customer Success, Professional Services, and Product teams to support customer outcomes - Identify at-risk accounts early and coordinate retention strategies - Conduct regular account reviews and success check-ins - Maintain accurate forecasting and pipeline management using CRM tools (e.g., Salesforce) - Stay informed on M-Files product updates, roadmap, and new capabilities to share with customers - Travel for customer meetings or QBRs as needed Qualifications - Bachelor's degree and/or equivalent work experience as outlined - 3–5+ years of experience in Account Management, Customer Success, or expansion-focused SaaS sales - Proven ability to manage and grow a portfolio of existing B2B customer accounts - Strong communication and relationship-building skills with executive stakeholders - Proactive, customer-centric approach to retention and growth - Skilled in consultative selling and identifying customer needs - Comfortable collaborating cross-functionally in a fast-paced environment - Proficient in Salesforce or other CRM systems Preferred Experience - Experience in information management, document/content management, or enterprise SaaS - Familiarity with expansion sales strategies and frameworks (e.g., SPICED, land-and-expand) - Experience managing mid-market or enterprise customer relationships - Background in industries such as Energy, Utilities, Financial Services, or Professional Services Participation in our Recruitment Process - Initial Phone Screen w/People & Culture Team Member - Hiring Manager (Sales Director) - Additional Sales Leadership - Peer Level Interview (Internal Team Member) - Panel Interview/Presentation Assessment - Final Interview: SVP, Sales (based on availability) Benefits - Base + Commission: M-Files offers excellent compensation including a base salary plus commission on sales. There is no cap on commission (50/50 split, monthly payout) - As a remote-first enabled company our employees enjoy the flexibility to establish their own life/work balance - 10 paid holidays annually - Unlimited PTO - Matching 401K Plan (25% of employees' contribution up to the IRS max) - Health insurance (PPO and HDHP/HSA plans offered) - Dental insurance - Vision insurance - Employee Health Resource App - Monthly Remote Stipend - Life insurance (1x employee salary) - Short-term disability (employer paid) - Long-term disability (employer paid) - Flexible Spending Plan (medical and dependent)