Account Specialist

Formstack improves people’s lives with practical solutions to their everyday work. We are looking for the next Stacker to help us accomplish this mission.

Formstack is a remote-first company with team members who live and work across the U.S., Canada, Poland and the globe. We offer more than just a job; we provide a community where you can learn, grow, and thrive your way. Join a dynamic and diverse team that values relationships as much as results. Come build what matters with Formstack.

This is afull-time position based in our Denver office, with an expectation to be in the office 3 days per week.

We are seeking an organized and detail-oriented Account Specialist to join our growing team. In this role, you will manage key transactional tasks for a specific group of customers. Your efforts will directly contribute to customer satisfaction by proactively identifying growth opportunities, efficiently processing requests, and ensuring a seamless, timely experience for each client.

Key Responsibilities:

Account Monitoring & Optimization: Monitor customer accounts to identify those who may need increased merge limits, upgraded submissions, or have incoming requests requiring attention. Proactively flag and address these issues to ensure customers remain satisfied and their needs are met in a timely manner.

Discovery Calls:Conduct discovery calls with customers to assess if they have additional needs for products, or support based on usage trends. Understand their unique requirements and offer tailored solutions based on your findings. You will be responsible for setting up these discovery calls to uncover and identify growth opportunities, efficiently process requests, and ensure a seamless, timely experience for each client.

Transaction Processing: Process transactions including adding new users, increasing submission packages, or merging packs as needed. You’ll ensure that all transactions are handled efficiently and accurately, maintaining a seamless customer experience.

Renewal Check-ins: Reach out to customers approaching their renewal period to ensure they are set up properly with Formstack. Prioritize these renewals based on account research, customer score, and overall account health. Ensure that any outstanding needs are addressed in advance.

Skills & Qualifications:

- Previous experience in account management, customer success, or an outbound sales role is preferred.

- Strong communication skills, both written and verbal.

- Agile and adaptable in fast-paced, changing environments.

- Able to quickly adjust to new priorities or processes as they arise.

- Ability to manage and prioritize multiple tasks simultaneously.

- Detail-oriented with a focus on accuracy and quality of work.

- Comfortable using CRM tools and other business software to track customer interactions and manage accounts.

- A proactive, solution-oriented mindset with a passion for customer service.

$50,000-$65,000 base salary per year, plus access to performance based commission.

Additional Information

What Formstack Offers for Full-Time Employees in the US and Canada:

- Competitive health plans, Dental, Vision, Disability, and Life Insurance Benefits for US and Canadian full-time employees.

- Monthly Health & Wellness and Technology stipends

- Flexible PTO for all employees.

- 401k & Roth w/ safe harbor match (the US and Canada)

- The most up-to-date technology, including company-issued Macs, the latest software, and other tools needed to excel at your job

- Extended learning opportunities

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. Formstack is dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role, but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

Formstack is an equal-opportunity employer. We are passionately committed to equitable hiring and boldly dedicated to diversity in our work and staff. We do not discriminate in employment opportunities or practices based on actual or perceived race, color, religion, national origin, sex (including pregnancy, childbirth, or related conditions), age, marital status, sexual orientation, gender identity or expression, veteran status, uniform service member status, disability or any other characteristic protected by law. Women, people of color, bilingual and bicultural individuals, LGBTQ+ persons, and people with disabilities are encouraged to apply.

All data collected in our application process, from resume collection to application questions, is used for recruitment purposes only. We will store it in our applicant tracking system, Lever, and will not share this data with anyone else. We will keep your data until the role is filled and only continue to store it if we feel you may fit future roles.