Territory Account Manager
As a trusted advisor, you will work closely with customers to understand their business goals, conduct Quarterly Business Reviews (QBRs), and identify opportunities across our full portfolio—including Managed Services, Cloud, Security, Print & Workflow, and Professional Services. This is a high-impact role for someone who thrives on retention, expansion, and long-term value creation.
Primary Responsibilities- Manage and grow a defined territory of existing customer accounts, consistently meeting or exceeding quarterly and annual revenue goals.
- Drive account expansion by identifying upsell and cross-sell opportunities across managed IT, cloud, cybersecurity, print/workflow, and professional services.
- Conduct regular Quarterly Business Reviews (QBRs) to evaluate performance, uncover business needs, and align technology solutions to customer objectives.
- Develop and execute strategic account plans that support customer retention, expansion, and long-term partnership growth.
- Serve as the primary point of contact for customers, building trusted relationships through proactive communication and follow-through.
- Monitor account health, identify risks early, and partner with internal teams to resolve issues before they impact satisfaction or revenue.
- Collaborate with solution architects, technical specialists, and service delivery teams to design and position solutions that solve customer challenges.
- Maintain a strong, accurate sales pipeline and provide reliable forecasting through CRM discipline.
- Partner cross-functionally with service delivery, support, and leadership to ensure seamless onboarding, service quality, and customer experience.
- Participate in internal sales meetings, training sessions, and cross-functional initiatives that support territory and organizational growth
- 3+ years of account management or sales experience within technology, managed services, or a related B2B environment.
- Demonstrated success growing existing accounts and achieving revenue targets through relationship-based selling
- Strong understanding of technology solutions such as managed IT services, cloud, cybersecurity, print/workflow, and professional services.
- Excellent communication, presentation, and relationship-building skills, with the ability to engage stakeholders at multiple levels.
- Ability to manage multiple priorities and accounts in a fast-paced, customer-focused environment.
- Experience using CRM platforms such as Salesforce, HubSpot, or similar systems to manage pipeline and account activity.
- Consultative sales mindset with the ability to align technology solutions to business outcomes.
- Strong business acumen and strategic thinking skills.
- Bachelor’s degree in Business, Information Technology, or a related field preferred, or equivalent professional experience.
3+ years of account management or sales experience in technology or managed services; demonstrated success growing accounts; CRM experience; strong communication and strategic thinking; bachelor's degree preferred.
Key Responsibilities
- managing accounts
- driving revenue growth
- conducting business reviews
Skills & Tools
Salesforce, HubSpot, CRM
Job Details
- Category: Sales
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
About Visual Edge IT
A technology company providing managed IT, cybersecurity, print, and document workflow solutions to businesses nationwide. — Industry: Information Technology