Account Manager (Renewals, Expansion & Cross-Sell)
Ideal candidate
- 3-5+ years in SaaS account management, renewals, or commercial customer success.
- Proven track record driving renewals; interest in and exposure to upsell/expansion.
- Strong negotiation skills and comfort working with procurement.
- Excellent communication and relationship-building abilities, from users to executives.
- CRM fluency (HubSpot/Salesforce) and disciplined pipeline/forecasting habits.
- A growth mindset - excited to help shape the future of AM at Office Timeline as it shifts from renewals to full ARR ownership.
- Flexible hours to stay connected with the US team - work to 1PM PST (Seattle) min 3 days a week.
RomSoft is seeking an Account Manager to join our Office Timeline team. Office Timeline is a fast-growing SaaS company that helps professionals simplify complex project visuals with elegant timelines, roadmaps, and Gantt charts built right inside PowerPoint. With millions of users worldwide - from Fortune 500 enterprises to global nonprofits - we’re trusted by teams who need to communicate plans clearly and drive alignment.
We’re now entering an exciting next stage: expanding beyond our flagship product into a multi-product SaaS portfolio. With the recent addition of Timeneye, our focus is on deeper enterprise adoption, stronger cross-sell motions, and building long-term strategic customer relationships.
As an Account Manager at Office Timeline, you’ll play a pivotal role in ensuring our customers renew and expand their use of our products. Today, the role is focused heavily on renewals ownership, working alongside the broader AM team to secure retention. Over the coming year, this role will evolve into full commercial ownership, with greater emphasis on upsell and cross-sell - making it an ideal fit for someone who wants to grow into a strategic, revenue-owning partner to our customers.
You’ll start by ensuring renewal health, learning our customer base, and partnering closely with peers. As you build confidence in the portfolio, you’ll take on expanded responsibility for driving growth through expansion and multi-product adoption.
Objectives of the Role
- Act as the primary point of contact for assigned accounts, ensuring smooth renewals while nurturing customer relationships.
- Partner with team members on renewals today, while progressively taking on greater ownership of expansion and ARR outcomes.
- Build strong relationships with stakeholders at multiple levels - from champions and users to procurement and IT.
- Identify upsell and cross-sell opportunities and bring them forward, with the expectation that this becomes a core part of the role.
- Contribute to the team’s transition from a renewal-centric function to one that drives growth, retention, and adoption.
Responsibilities
You will:
- Manage renewal cycles - forecasting, pricing, negotiation, and contract execution.
- Proactively identify under-utilized accounts and drive recovery actions.
- Surface and act on upsell/cross-sell opportunities.
- Conduct discovery-driven check-ins and QBRs that evolve into growth conversations.
- Track and report on renewal rates, ARR health, and expansion pipeline.
- Share customer insights with Product, Growth, and Sales to inform roadmap and GTM.
- Contribute to team playbooks, renewal frameworks, and best practices as the role matures.
Tools & Systems You’ll Use
This role grows with you: you’ll begin with tools centered on renewals, then expand into systems that drive deeper account strategy and growth.
- HubSpot CRM – starting point for managing renewals, tracking account health, and forecasting ARR.
- Front – handling inbound customer communications and coordinating with Sales/SDRs.
- Microsoft 365 (Excel, PowerPoint, Outlook, Slack) – reporting, presentations, and day-to-day collaboration.
- Power BI – as you grow into the role, leverage telemetry and reporting dashboards to identify expansion opportunities and usage gaps.
- Notion – documenting account plans, managing cross-functional projects, and contributing to team playbooks.
RomSoft is a software development company based in Iasi, Romania, specializing in custom solutions for healthcare, industrial, and business applications. Founded in 2001, it was one of the first local software companies and has built a strong reputation for delivering innovative, high-quality software tailored to complex business and research needs. RomSoft collaborates with industrial partners, medical organizations, and academic institutions to drive technological advancement.
RomSoft
