About Terros

We help companies optimize their field sales teams with a suite of modern software products which improve canvassing, lead generation, sales rep retention and productivity, and top line sales revenue. We're a startup and we're proud of our fast-paced environment.

Location

Irvine, CA — In Office

Compensation

$60,000–$90,000 base salary, depending on experience

Role Overview

As an Account Manager (CXR) at Terros, you are the connective tissue between Sales, Product, and our customers. You work closely with prospects before an agreement is signed, lead customers through onboarding, and remain a trusted partner throughout their lifecycle with Terros.

This role is ideal for someone who thrives on communication, problem-solving, and building long-term relationships. You are responsible for ensuring customers are set up for success, heard internally, and supported at every stage of their journey.

Key Responsibilities

Pre-Sale & Handoff Support

• Partner with the Sales team prior to contract signing to ensure alignment on customer expectations, use cases, and onboarding requirements

• Participate in calls as needed to support a smooth transition from Sales to Experience

Customer Onboarding & Success

• Lead customer onboarding, including account setup, training, integrations, and kickoff calls

• Serve as the primary point of contact for customers throughout their lifecycle

• Proactively monitor customer health, adoption, and engagement

• Ensure customers are realizing value from Terros and achieving their goals

Product Knowledge & Enablement

• Build and maintain a strong, in-depth understanding of the Terros platform and its capabilities

• Stay current on new features, updates, and product changes

• Confidently educate customers on best practices and product functionality

• Act as a subject-matter expert for both customers and internal teams

Communication & Collaboration

Act as a clear, consistent communicator between:

• Customers

• Sales

• Product & Development

• Internal stakeholders across Terros

• Gather customer questions, feedback, and feature requests and relay them clearly to the Product and Development teams

• Advocate for customers internally while balancing product and business priorities

Continuous Improvement

• Identify patterns in customer feedback and onboarding challenges

• Contribute to process improvements, documentation, and best practices

• Help shape the future of the Terros customer experience

What Success Looks Like

• Customers are onboarded efficiently and confidently

• Strong, trust-based relationships with clients and internal teams

• Clear, actionable feedback loops between customers and Product

• High customer satisfaction, retention, and expansion

Qualifications

Required

• 2+ years of experience in Account Management, Customer Success, Implementation, or a similar customer-facing SaaS role

• Strong written and verbal communication skills

• Ability to manage multiple accounts and priorities simultaneously

• Comfort working cross-functionally with Sales, Product, and Engineering teams

• High level of ownership, accountability, and follow-through

Preferred

• Experience working at a SaaS or technology company

• Familiarity with onboarding, integrations, or workflow-based software

• Experience with CRM systems, APIs, or integrations (a plus, not required)

Education Recommendation

Recommended (but not required):

Bachelor’s degree in:

• Information Systems (MIS / CIS)

• Business Administration

• Communications

• Operations Management

• Marketing

• Or equivalent professional experience in a SaaS environment

Why Join Terros

• Be part of a growing Experience organization

• Develop deep product expertise in a sales performance platform

• Work cross-functionally with teams that value collaboration

• Make a direct impact on customer success, retention, and product evolution