Account Manager

About the Role

Monograph is looking for an Account Manager of our Upsell team to help drive revenue growth within our existing customer base. In this role, you’ll own all upsell and expansion opportunities and work in partnership with our Subscriptions and Customer Experience teams to ensure firms continue to see increasing value from Monograph as they scale.

This is a unique opportunity to build from 0 to 1. You’ll help define the playbook for how Monograph approaches customer expansion by combining consultative sales, data-driven insights, and deep product fluency.

You’ll thrive here if you love working with customers, uncovering opportunities to expand their use of Monograph, and shaping the foundation of a high-impact upsell motion that directly drives both revenue and customer success.

Your Role

• Own and execute the full upsell and expansion motion for existing accounts, including plan upgrades, add-ons, additional seats, and new product adoption.
• Proactively identify and qualify expansion opportunities using product usage data, customer feedback, and firm growth signals.
• Partner with Customer Success, Launch Managers, and Marketing to identify account growth opportunities and share feedback to improve the customer journey.
• Drive adoption of new Monograph products and features—including billing, invoicing, and other tools—through consultative conversations that map customer needs to Monograph’s value.
• Conduct targeted outreach to previously churned customers to reintroduce Monograph and win back accounts.
• Build and maintain strong relationships with key stakeholders across architecture and engineering firms, from project managers to firm owners.
• Maintain accurate records of opportunities, pipeline, and forecasts in CRM (HubSpot/Salesforce).
• Help design, test, and refine Monograph’s upsell playbook—defining what works, what converts, and what drives customer retention.
• Contribute to ongoing process improvement, reporting, and lead routing to help scale the expansion motion.

You Are

• Consultative: You ask thoughtful questions, uncover business needs, and help customers unlock more value from Monograph.
• Product-fluent: You understand Monograph’s product deeply and can clearly communicate its value to different personas.
• Analytical: You use data to prioritize outreach, forecast accurately, and identify both risk and growth signals.
• Organized: You maintain a clean pipeline, track progress, and document insights that help refine our approach.
• Collaborative: You thrive in a cross-functional environment and see yourself as part of the full customer journey.
• Resilient: You’re comfortable selling in a high-change, high-feedback environment and bring both structure and creativity to building something new.

Your Experience

• 3–6 years of experience in SaaS account management, expansion sales, or customer growth roles with a quota component.
• Proven track record of driving upsell and cross-sell revenue within an existing customer base.
• Experience working cross-functionally with Customer Success, Product, and Subscriptions teams.
• Strong commercial acumen and comfort navigating renewal terms, usage data, ROI, and multi-stakeholder sales cycles.
• Proficiency in CRM tools (HubSpot, Salesforce) and usage analytics platforms (ChurnZero preferred).
• Excited by the challenge of building a new motion—comfortable oscillating between strategy and execution to scale what works.
• Familiarity with AEC (architecture, engineering, construction) firms or project-based professional services is a plus.

We encourage individuals from underrepresented backgrounds, including women and minorities, to apply for this position. We believe in creating a diverse and inclusive workplace and welcome candidates who may not meet every listed requirement but are eager to contribute and grow within our team. Even if you don't meet every requirement, we still encourage you to apply.