Portfolio Manager

6 days ago


Los Angeles, California, United States UpKeep LLC Full time

Portfolio Manager Job Summary

We are seeking an experienced Portfolio Manager to join our team at UpKeep LLC. As a Portfolio Manager, you will be responsible for managing a portfolio of accounts and driving revenue growth and expansion through strategic account management and customer success initiatives.

About the Role

  • You will oversee a dedicated book of business with a medium touch engagement model.
  • Serve as a product expert and provide ongoing education about UpKeep's platform to maximize user adoption.
  • Deliver value-driven engagements such as adoption check-ins, account optimization meetings, and product walkthroughs.
  • Drive customer engagement and retention through regular communication and outreach efforts.
  • Partner with cross-functional teams to deliver against customer needs and create an exceptional customer experience.

Requirements

  • Bachelor's Degree in business, communications, or a similar field (a plus).
  • 2+ years of experience in a customer-facing customer success or account management role.
  • Experience with Salesforce and being measured by key metrics such as revenue retention and expansion.
  • Basic technical aptitude to troubleshoot issues and provide effective solutions.

Benefits

  • A competitive base salary: $75,000 - $89,000 per year.
  • Annual bonus.
  • Benefits package.
  • Equity.

About UpKeep LLC

We celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. UpKeep is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.



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