Account Director

About the role

Forma.ai is seeking an experienced Account Director to own and grow strategic customer relationships across its highest‑value enterprise accounts. The role serves as a trusted advisor to executive stakeholders, driving long‑term account growth and ensuring measurable business impact from the platform.

Key responsibilities

• Own a portfolio of strategic and enterprise customer accounts.
• Build executive‑level relationships with customer stakeholders and decision makers.
• Develop and execute account growth strategies across renewals, expansions, and upsell opportunities.
• Act as the senior escalation point for complex customer issues and strategic initiatives.
• Lead quarterly business reviews, executive presentations, and account planning sessions.
• Partner with Solutions Engineering, Product, and Operations teams to drive customer outcomes.
• Identify opportunities to improve retention, product adoption, and overall account health.
• Forecast revenue opportunities and manage the account pipeline accurately.
• Mentor and support junior account managers as the organization scales.
• Influence internal roadmap discussions based on customer feedback and market trends.
• Drive cross‑functional coordination to ensure successful customer delivery and execution.

Required profile

• 7+ years of experience in Account Management, Customer Success, Consulting, or Strategic Partnerships.
• Experience managing large enterprise or strategic accounts in a SaaS or technology environment.
• Strong executive presence and communication skills.
• Proven track record of growing customer revenue through renewals and expansion.
• Experience navigating complex customer organizations and multiple stakeholder groups.
• Ability to operate autonomously in a fast‑paced environment.
• Strong commercial acumen and strategic thinking abilities.
• Comfortable leading customer‑facing discussions with senior executives.
• Experience working cross‑functionally with Sales, Product, Engineering, and Operations teams.

Required skills