Client Account Manager

Proactively identify, pursue, and close upsell and cross-sell opportunities within the existing client base to drive account growth and meet quarterly revenue targets.

Own the full renewal cycle, negotiating contract terms and pricing to meet or exceed budgeted renewal targets.

Lead new client onboarding and build long-term account growth plans that map product usage to client goals and expansion potential.

Resolve client problems quickly and effectively, using every interaction to strengthen the relationship and uncover additional needs.

Build and maintain strong client relationships through regular, consultative contact — understanding client goals and challenges and positioning PracticeMatch as a trusted partner.

Promote broader adoption of PracticeMatch's product suite to increase client ROI, strengthen renewal likelihood, and surface new upsell opportunities.