Job description

• Proactively identify, pursue, and close upsell and cross-sell opportunities within the existing client base to drive account growth and meet quarterly revenue targets. • Own the full renewal cycle, negotiating contract terms and pricing to meet or exceed budgeted renewal targets. • Lead new client onboarding and build long-term account growth plans that map product usage to client goals and expansion potential. • Resolve client problems quickly and effectively, using every interaction to strengthen the relationship and uncover additional needs. • Build and maintain strong client relationships through regular, consultative contact — understanding client goals and challenges and positioning PracticeMatch as a trusted partner. • Promote broader adoption of PracticeMatch's product suite to increase client ROI, strengthen renewal likelihood, and surface new upsell opportunities. • Maintain contracts and ensure billing accuracy. • Document client communications in the proprietary database and collaborate with management to address existing and anticipated concerns. • Maintain accurate CRM data and pipeline/forecast records for all assigned accounts to support sales reporting and territory planning. • Travel to client locations, physician shows, and provider shows to build relationships and identify growth opportunities, as needed. • Exhibit a professional, consultative sales presence with clients — remaining patient, courteous, personable, and quick-thinking under pressure. • Bachelor's degree (BA or BS) from a four-year college or university and at least 3 years of Account Management (with sales) experience, or an Associate's degree with at least 5 years of Account Management experience. • 3+ years of experience in account management, sales, or customer success in a business-to-business (B2B) environment, with a demonstrated track record of meeting growth, upsell, or retention targets. • Physician recruitment experience preferred but not required. • Proficiency with Microsoft Office Suite (including Excel and Word) and CRM/pipeline management tools. • Proven track record of meeting or exceeding sales, renewal, or upsell targets in a quota-carrying or goal-driven role, with strong negotiation skills for contract renewals and pricing discussions. • Self-motivated, assertive, and competitive, with the ability to achieve individual and team goals with minimal oversight. • Ability to build credibility and trust quickly, balancing client advocacy with a results-oriented, revenue-focused mindset. • Experience using AI tools a plus (Claude, Copilot, etc.) Benefits: A career opportunity with M3USA offers competitive wages, and benefits such as: • Health and Dental • Life, Accident and Disability Insurance • Prescription Plan • Flexible Spending Account • 401k Plan and Match • Paid Holidays and Vacation • Sick Days and Personal Day *M3 reserves the right to change this job description to meet the business needs of the organization #LI-MM1 #LI-Remote

Requirements

Must-haves

Proactively identify, pursue, and close upsell and cross-sell opportunities within the existing client base to drive account growth and meet quarterly revenue targets.
Own the full renewal cycle, negotiating contract terms and pricing to meet or exceed budgeted renewal targets.
Lead new client onboarding and build long-term account growth plans that map product usage to client goals and expansion potential.
Resolve client problems quickly and effectively, using every interaction to strengthen the relationship and uncover additional needs.
Build and maintain strong client relationships through regular, consultative contact — understanding client goals and challenges and positioning PracticeMatch as a trusted partner.
Promote broader adoption of PracticeMatch's product suite to increase client ROI, strengthen renewal likelihood, and surface new upsell opportunities.
Maintain contracts and ensure billing accuracy.
Document client communications in the proprietary database and collaborate with management to address existing and anticipated concerns.
Maintain accurate CRM data and pipeline/forecast records for all assigned accounts to support sales reporting and territory planning.
Travel to client locations, physician shows, and provider shows to build relationships and identify growth opportunities, as needed.
Exhibit a professional, consultative sales presence with clients — remaining patient, courteous, personable, and quick-thinking under pressure.
Bachelor's degree (BA or BS) from a four-year college or university and at least 3 years of Account Management (with sales) experience, or an Associate's degree with at least 5 years of Account Management experience.
3+ years of experience in account management, sales, or customer success in a business-to-business (B2B) environment, with a demonstrated track record of meeting growth, upsell, or retention targets.
Proficiency with Microsoft Office Suite (including Excel and Word) and CRM/pipeline management tools.
Proven track record of meeting or exceeding sales, renewal, or upsell targets in a quota-carrying or goal-driven role, with strong negotiation skills for contract renewals and pricing discussions.
Self-motivated, assertive, and competitive, with the ability to achieve individual and team goals with minimal oversight.
Ability to build credibility and trust quickly, balancing client advocacy with a results-oriented, revenue-focused mindset.

Nice-to-haves

Physician recruitment experience preferred but not required.
Experience using AI tools a plus (Claude, Copilot, etc.)

Application prep

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Keywords to mirror

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Effort: medium

Benefits

Benefits detected in the listing.

Dental

401k