Upsell Account Manager

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $63k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Practice by Numbers

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

🏥 Healthcare

☁️ SaaS

🤝 B2B

Healthcare • SaaS • B2B

Practice by Numbers is a software platform that provides an all-in-one operations, marketing, payments, communications, and analytics suite for dental practices and dental service organizations. PbN offers tools such as practice/business analytics, patient relationship management (reminders, two-way texting, portals), online scheduling that syncs with PMS, VoIP phone system (PbN Voice), an AI receptionist and AI operations features, payment processing (including zero-fee options), digital forms and kiosk check-in, insurance verification, and dental marketing tools. The product is aimed at single practices, multi-location groups, DSOs, office managers, dentists, and marketing agencies, emphasizing data-driven decisions, workflow automation, and patient engagement.

📋 Description

• Own upsell, cross-sell, and renewal execution across an assigned book of customers • Drive expansion motions contributing approximately 30% of overall sales revenue • Manage renewal timelines, pricing discussions, and contract execution • Partner with Customer Success and Retention Managers to align renewals with customer health • Lead consultative upsell and renewal discussions based on product usage, customer outcomes, maturity, commercial value, and ROI • Position renewals and upgrades as continuations of value • Manage objections and negotiations • Maintain a clean pipeline of expansion opportunities and upcoming renewals • Forecast renewal and expansion ARR • Track close plans, renewal risks, and commercial blockers • Provide visibility into NRR drivers and gaps • Identify renewal and upsell patterns to inform packaging, pricing, expansion triggers, timing, and playbooks • Help build repeatable renewal and upsell processes

🎯 Requirements

• Comfortable owning both expansion and renewal revenue • Respects Customer Success ownership of relationships and health • Confident leading commercial conversations without being transactional • Uses data to drive urgency and decision-making • Accountable, disciplined, and outcome-oriented • Thinks in terms of NRR, not just deals

🏖️ Benefits

• Quarterly bonus tied to upsell and renewal performance (based on % of revenue generated) • Medical, dental, and vision coverage • 401(k) with company match • Direct exposure to leadership on pricing, packaging, and growth strategy

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