Course curriculum
- 1120 min
Is Account Management Right for You?
- 1
Relationship Building Fundamentals
A working curriculum for Account Managers who own post-sale revenue (NRR, GRR, expansion ARR) — not Customer Success outcomes. You learn the AM playbook the way top-quartile SaaS teams run it in 2025-2026: account tiering with the Pareto 80/20, a T-180/T-90/T-60/T-30 renewal motion, QBRs designed around the customer's outcomes (not your product release notes), expansion plays sourced from product usage and champion intent signals, and the disciplined save-the-deal motion when churn lights up. Every module ships a written artifact — account plan, QBR deck outline, expansion-mapping worksheet, save-the-deal script — you can use Monday morning. Built on SaaStr NRR research, Lincoln Murphy + Nick Mehta + Dan Steinman's _Customer Success_, Outreach's expansion playbook, and Gainsight / Catalyst / Vitally workflows.
Is Account Management Right for You?
Relationship Building Fundamentals
Account Planning & Strategy
CRM Mastery & Pipeline Management
Upselling & Cross-Selling
Contract Negotiation
Customer Retention Strategies
Strategic Account Management
Revenue Optimization & Forecasting
Enterprise Account Management Track
AM Team Leadership Track