Account Manager, Sage Accountants Network

Wed, 05/20/2026 - 06:23

The Account Manager – Sage Accountants Network (SAN) is responsible for managing and growing relationships with accountant partners within the SAN ecosystem. This role focuses on retention, renewals, and revenue expansion by delivering consistent value, identifying growth opportunities, and ensuring a high-quality partner experience. The Account Manager acts as a trusted advisor to SAN members, helping them maximize the value of Sage solutions while driving long-term engagement and revenue growth.

This role is hybrid, three days per week onsite in the Lawrenceville office.
Renewal & Retention Management:

• Own and manage the end-to-end renewal process for SAN members

• Ensure timely renewal completion and high retention rates

• Proactively identify and mitigate retention risks

Relationship Management:

• Build and maintain strong, long-term relationships with SAN members

• Serve as primary point of contact

• Understand partner workflows, client base, and business goals

Revenue Growth (Upsell & Cross-Sell):

• Identify and execute upsell and cross-sell opportunities

• Promote additional Sage products and services

Customer Enablement & Engagement:

• Educate members on products, features, and updates

• Support enablement via webinars and training sessions

CRM & Account Management Discipline:

• Maintain accurate CRM records

• Track renewal, pipeline, and engagement activity

Cross-Functional Collaboration:

• Partner with Account Executives, Marketing, and Customer Success

Performance & Reporting:

• Achieve renewal and revenue targets

• Provide insights on member needs and program improvements

Skills & Experience

Required:

• 2+ years of experience in account management, customer success, or sales

• Strong relationship-building skills

• CRM proficiency (Salesforce preferred)

Preferred:

• Experience with accountants or financial services

• Knowledge of SaaS or Sage solutions

Plenty of perks:

• Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)

• Comprehensive health, dental and vision coverage

• 401(k) retirement match (100% matching up to 4%)

• 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)

• 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date

• 5 days paid yearly to volunteer (through Sage Foundation)

• $5,250 tuition reimbursement per calendar year starting 6 months after hire date

• Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)

• Library of on-demand career development options and ongoing training offerings

What it’s like to work at Sage:

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