Technical Account Manager / CSM

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Momentum is a revenue growth platform that seamlessly embeds AI and automation across the revenue tech stack to capture and activate customer insights, improve Salesforce hygiene, streamline sales and CS workflows, and create better pipeline visibility.

We’ve raised $6M and are growing fast, with a strong and committed customer base that includes Zscaler, 1password, Ramp, Postman, Pagerduty and dozens more.

We’re looking to add another Technical Account Manager / CSM to our current team of two that is highly technical and self-directed.

You’ll have a lot of room to take immediate ownership of key accounts and have a direct impact on top-line revenue for our business.

Momentum is a hybrid company, with offices in San Francisco and Oklahoma City (USA), Vancouver (Canada), Rosario (Argentina) and Hyderabad (India).

The ideal candidate will be based in Oklahoma City (USA), or Vancouver (Canada).

Areas of Ownership

Customer Relationship

Be the primary point of contact for our customers through Slack and video calls

Debug, build workflows, triage requests, and be the bridge between customers and our engineering team

Build and maintain strong, long-lasting relationships with our customers, acting as the primary point of contact for technical and strategic discussions.

Understand our customer’s business goals and challenges, aligning Momentum’s products to meet their needs.

Customer Onboarding / Training

Lead the onboarding process from POC to post-sales, ensuring that our customers get immediate value in our product

Meet weekly, bi-weekly or monthly with customers to discover new problems to tackle together and how Momentum can help

Conduct training sessions to empower our customers to get the most out of the Momentum platform

Strategic Account Planning

Collaborate with clients to develop and execute strategic account plans, identifying opportunities for upselling and cross-selling based on client needs and our product offerings.

Proactively manage account renewals, working closely with the sales team to identify expansion opportunities and contribute to revenue growth.

Product Feedback and Improvement

Act as a liaison between our customers and our founders / product teams to directly convey customer feedback and contribute to the continuous improvement of our products.

Who We're Lookin

4-5 years of experience in a similar role, preferably within a SaaS or tech company.

Strong technical background with a Bachelor's degree in Computer Science / Engineering or relevant work experience preferred

Experience with managing Salesforce Flows and Admin preferred

Stellar communication skills & ability to work as a trusted advisor for our customers

Self-motivated and able to thrive in a fast-paced, collaborative environment.

Competitive salary & early stage stock options based on experience

100% coverage of premium health, vision and dental insurance, with 75% support for dependents

3 weeks paid PTO + 3 Fleex Days

1 bonus week between Christmas and NYE when Momentum closes its offices

Yearly offsite at a memorable location

Home office / technology stipends

Learning stipends

A fun team that values autonomy and trust

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