Core hours 11 - 3

Employment type
Full time

About Inventory Planner

Recently acquired by Sage, Inventory Planner helps e-commerce merchants save time and money when purchasing inventory to better meet customer demand. We’re a global, growing team that values working together as we help our merchants grow!

The acquisition of Inventory Planner and Sage, accelerates our strategy for growth, including scaling Sage Intacct, broadening the value proposition for mid-sized businesses, and expanding Sage’s digital network.

Why you would love to join us

  • The opportunity to work with talented people
  • A transparent leadership team
  • Flexible working and generous holiday allowances
  • A diverse and inclusive workplace
  • Fantastic progression opportunities in a high growth business
  • Opportunity to collaborate and share success through company-wide socials and All Hands

Location: Open to 100% remote only within the following US states AZ, CO, IL, FL, MD, NE, NC, OH, PA, TN, TX, UT, VA and WA.

About the Account Manager Role

We are looking for a highly organized, diligent and adaptable Account Manager to join our Customer Success Team. The purpose of the Account Manager role is to successfully manage upsell and renewals for their allocated accounts. You will be our second Account Manager on the Inventory Planner team so we need someone who can role with the punches and work closely with key leadership members as we grow the team.

Your duties are split across three key roles: relationship management, upsell and renewals. Key tasks include building quotations, renewal negotiations and closing upsell opportunities. The role will also include the handling of Inventory Planner Premium customer-related queries via email and scheduled video calls. This will involve verbal and written communication with customers to fulfill their requirements. Strong communication skills are a must in this role.


Your Day-to-Day

  • Processing customer renewals in the internal CRM and billing systems from quote to invoice and payment collection
  • Processing customer upgrades and upsell sales in the internal CRM and billing systems from quote to invoice
  • Identifying high risk customers and working on plans to retain these customers
  • Working to achieve and exceed monthly and quarterly team targets
  • Maintaining good customer relations
  • Perform periodic account health checks to ensure clients are achieving their business goals
  • Respond to user inquiries by coordinating calls to ensure full resolution of outstanding issues
  • Producing timely reports
  • Maintaining customer CRM records
  • Call on assigned client accounts for renewals and pricing negotiations.
  • Interact and build relationships with clients.
  • Qualify your account base to identify opportunities to maximize uplift.
  • Manage your renewals pipeline with Salesforce CRM to ensure activity levels position you for success.

What are we looking for from our new Account Manager?

  • Prior experience in Customer Success OR equivalent history of upselling, increasing customer satisfaction, adoption, and retention
  • Excellent communication skills, both verbal and written
  • Highly organized
  • Experience negotiating software contracts
  • Experience of managing customer accounts in ‘software as a service’
  • An understanding of the challenges an eCommerce merchant faces and how technology can solve
  • Familiarity working with clients of all sizes
  • Strong team player but still a self-starter
  • Thrives in a multitasking environment and can adjust priorities on-the-fly.


  • Join one of Austin’s Best Places to Work 2022
  • Competitive compensation package: salary, medical benefits, 20 days of annual PTO and 12 Holidays and Your Birthday
  • Work from home flexibility
  • Stocked kitchen with snacks and beer on tap
  • Work downtown Austin in an open and vibrant workspace
  • Enjoy frequent Company events, team building activities and after hour socials
  • We’re an energetic and inclusive organization
  • We believe in promoting a healthy work-life balance and support remote working with management approval
  • Check us out on Built In Austin to get more of an insight on what it’s like to work with us!

Ensuring a diverse and inclusive workplace where we collaborate and learn from each other is core to Brightpearl’s values. We welcome people of different backgrounds, experiences, abilities and perspectives. We are an equal opportunity employer and a supportive place to work.

Apply now
Digital Operations
View company profile


Core hours 11 - 3