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Account Manager, SMB
ZoomInfo · Bethesda, Maryland, United States; Waltham, Massachusetts, United States
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What ZoomInfo asks for
From ZoomInfo's Account Manager, SMB ad, checked 3 Nov 2026.
Account retention and growth
Managing a portfolio of approximately 250 small and medium business accounts with a focus on keeping existing clients and upselling them to drive growth.
Quota attainment and forecasting
Meeting sales targets consistently while maintaining accurate deal pipelines and forecasts within a CRM system.
Solution selling and product demos
Executing the full sales cycle using solution selling techniques, including conducting online product demonstrations for potential clients.
CRM and Salesforce proficiency
Experience using CRM tools, specifically Salesforce, to track client interactions and sales progress.
How the example answers the ad
Three of the four requirements above, each matched to a line in the example.
Account retention and growth
“Manages a portfolio of 250 small business accounts to ensure long-term retention and satisfaction.”
A 250-account small business portfolio demonstrates the capacity for account retention and growth within the target market size.
Quota attainment and forecasting
“Achieved 120 percent of assigned annual sales quota in the most recent fiscal year.”
Reaching 120 percent of an annual quota is specific evidence of quota attainment and forecasting capabilities.
Solution selling and product demos
“Executes full-cycle sales strategies, including high-impact product demonstrations via Zoom.”
Conducting product demonstrations over Zoom shows experience in the product demos aspect of solution selling and product demos.
The whole example as text
Mei Zhang · Account Manager
Summary
Account manager with 4 years in software sales and client relationship management. Maintains a portfolio of 250 small to medium business accounts. Drives revenue growth through solution-selling techniques and strategic upsell identification. Manages complex sales pipelines using Salesforce while consistently exceeding annual quotas by 115 percent.
Experience
Account Manager · Salesforce
San Francisco, CA · 2025 - Present
- Manages a portfolio of 250 small business accounts to ensure long-term retention and satisfaction.
- Identifies and secures upsell opportunities by analyzing usage data and market trends, increasing revenue by 20 percent annually.
- Executes full-cycle sales strategies, including high-impact product demonstrations via Zoom.
- Maintains accurate deal forecasting and pipeline health within Salesforce for weekly leadership reviews.
- Achieved 120 percent of assigned annual sales quota in the most recent fiscal year.
Account Manager · DocuSign
San Francisco, CA · 2024 - 2025
- Retained 95 percent of assigned accounts through proactive relationship management and quarterly business reviews.
- Increased upsell revenue by 15 percent by identifying cross-platform integration needs for SMB clients.
- Conducted over 150 online product demonstrations, converting 30 percent of prospects into long-term subscribers.
- Leveraged ZoomInfo to qualify leads and refine targeting strategies for high-growth industry segments.
- Streamlined contract renewal workflows, reducing client churn rate by 8 percent over one year.
Associate Account Manager · LinkedIn
Sunnyvale, CA · 2023 - 2024
- Supported senior account managers in maintaining 200 client relationships across the technology vertical.
- Managed daily pipeline updates in Salesforce, ensuring 100 percent data accuracy for executive reporting.
- Resolved client technical inquiries within 24 hours, boosting client satisfaction scores by 12 percent.
- Coordinated cross-functional teams to resolve complex service delivery issues for enterprise-level clients.
- Exceeded individual performance goals by delivering 110 percent of quarterly sales targets.
Sales Development Representative · HubSpot
Cambridge, MA · 2022 - 2023
- Generated 40 qualified leads per month through cold outreach and strategic social selling techniques.
- Maintained meticulous activity logs in the company CRM, tracking lead movement and engagement metrics.
- Conducted discovery calls to uncover customer pain points and align software solutions with business needs.
- Achieved Top Performer recognition for three consecutive quarters in the North American region.
- Facilitated seamless handoffs to the closing team, maintaining a 25 percent conversion rate on qualified opportunities.
Education
Bachelor of Science in Business Administration · University of California, Berkeley
Berkeley, CA · 2018 - 2022
- Graduated with Cum Laude honors for academic excellence.
- Completed rigorous coursework in advanced professional sales and CRM analytics.
- Served as Vice President of the Undergraduate Business Association.
Associate of Arts in Marketing · City College of San Francisco
San Francisco, CA · 2016 - 2018
- Maintained a 3.9 GPA across all business core curriculum.
- Participated in the university marketing competition for local tech startups.
- Completed a capstone project focused on B2B customer acquisition strategies.
Skills
Frequently asked questions
Is the example from an employee?
No. It is an AI-written example for this ad, made to show how a resume can answer it.
What size companies will I be working with?
The role focuses on small and medium businesses, which the ad defines as companies with a headcount of fewer than 100 employees.
Where do I apply?
On the official ZoomInfo posting, through the job link on this page.
What happens when I tailor my resume here?
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