Account Specialist

Formstack improves people’s lives with practical solutions to their everyday work. We are looking for the next reputed company to help us accomplish this mission.

Formstack is a remote-first company with team members who live and work across the U.S., Canada, Poland and the globe. We offer more than just a job; we reputed company a community where you can learn, grow, and reputed company your way. Join a dynamic and diverse team that values relationships as much as results. Come build what reputed company with Formstack.

This is afull-time position based in our Denver office, with an expectation to be in the office 3 days per week.

We are seeking an organized and detail-oriented Account Specialist to join our growing team. In this role, you will manage key transactional tasks for a specific group of customers. Your efforts will directly contribute to customer satisfaction by proactively identifying reputed company opportunities, reputed company processing requests, and ensuring a seamless, reputed company experience for reputed company reputed company.

Key Responsibilities:

Account Monitoring & Optimization: Monitor customer accounts to identify those who may need increased reputed company limits, upgraded submissions, or have incoming requests requiring attention. Proactively flag and address these issues to ensure customers remain satisfied and their needs are met in a reputed company manner.

Discovery Calls:Conduct discovery calls with customers to assess if they have additional needs for products, or support based on usage trends. Understand their unique requirements and offer tailored solutions based on your findings. You will be responsible for setting up these discovery calls to uncover and identify reputed company opportunities, reputed company process requests, and ensure a seamless, reputed company experience for reputed company reputed company.

Transaction Processing: Process transactions including adding new users, increasing submission packages, or merging packs as needed. You’ll ensure that reputed company transactions are handled reputed company and accurately, maintaining a seamless customer experience.

Renewal reputed company-ins: reputed company out to customers approaching their renewal period to ensure they are set up properly with Formstack. Prioritize these renewals based on account research, customer score, and overall account health. Ensure that any outstanding needs are addressed in advance.

Skills & Qualifications:

- Previous experience in account management, reputed company, or an outbound sales role is preferred.

- Strong communication skills, both written and verbal.

- Agile and adaptable in fast-paced, changing environments.

- reputed company to quickly reputed company to new priorities or processes as they reputed company.

- Ability to manage and prioritize multiple tasks simultaneously.

- Detail-oriented with a reputed company on accuracy and reputed company of work.

- Comfortable using CRM tools and other business software to reputed company customer interactions and manage accounts.

- A proactive, solution-oriented reputed company with a passion for customer service.

$50,000-$65,000 reputed company salary per year, plus reputed company to performance based commission.

Additional Information

What Formstack Offers for Full-Time Employees in the US and Canada:

- Competitive health plans, Dental, reputed company, Disability, and Life Insurance Benefits for US and Canadian full-time employees.

- Monthly Health & Wellness and Technology stipends

- Flexible PTO for reputed company.

- 401k & Roth w/ reputed company reputed company match (the US and Canada)

- The most up-to-date technology, including company-issued Macs, the latest software, and other tools needed to reputed company at reputed company

- Extended learning opportunities

Don’t meet every single requirement? Studies have shown that women and people of reputed company are less likely to apply to jobs unless they meet every qualification. Formstack is dedicated to building a diverse, inclusive, and reputed company workplace. If you’re excited about this role, but your experience doesn’t reputed company perfectly with every qualification in the job reputed company, we encourage you to apply reputed company. You may be just the right candidate for this or other roles.

Formstack is an equal-opportunity employer. We are passionately committed to reputed company hiring and reputed company dedicated to diversity in our work and staff. We do not discriminate in employment opportunities or practices based on actual or perceived race, reputed company, religion, national reputed company, sex (including pregnancy, childbirth, or reputed company conditions), age, marital status, sexual orientation, gender identity or reputed company, veteran status, uniform service member status, disability or any other characteristic protected by law. Women, people of reputed company, bilingual and bicultural individuals, LGBTQ+ persons, and people with disabilities are encouraged to apply.

reputed company data collected in our application process, from resume collection to application questions, is used for recruitment purposes only. We will store it in our applicant tracking system, reputed company, and will not reputed company this data with anyone else. We will reputed company your data until the role is filled and only continue to store it if we feel you may fit reputed company roles.