Account Management Specialist

Job Summary :

The Account Management Specialist owns the post-sale relationship with Taskona’s customers guiding

successful onboarding, driving adoption, protecting retention, and identifying expansion opportunities. This role is the primary point of contact for the founding JSA cohort and the growing customer base that follows, and plays a direct role in turning early customers into the case studies and referrals that fuel Taskona’s next phase of growth.

Key Responsibilities:

Onboarding & Adoption

• Guide new customers through onboarding to full platform adoption, including Infath data import and initial workflow setup.

• Ensure each account reaches genuine day-to-day usage, not just a completed sign-up.

Relationship Management

• Serve as the primary point of contact for assigned accounts, building trust and a clear understanding of each customer’s needs.

• Maintain regular check-ins, especially through the founding-cohort pilot period.

Retention & Renewal

• Monitor account health and proactively address early signs of churn risk.

• Own the renewal process and conversation for assigned accounts.

Expansion & Upsell

• Identify opportunities for customers to upgrade tiers or purchase add-ons (seats, storage, WhatsApp

messages, AI tokens) based on actual usage patterns.

• Monitor usage against plan limits and proactively reach out when a customer is approaching a cap treating this as a genuine service moment, not just an upsell trigger.

Feedback & Advocacy

• Gather testimonials, results, and case studies from successful accounts particularly the founding JSA

cohort to support Taskona’s expansion into new verticals.

Cross-Functional Collaboration

• Work closely with Outreach and Customer Support to ensure a seamless, consistent customer experience

from first contact through renewal.

Required Qualifications :

• Bachelor’s degree in Business, Marketing, or a related field.

Required Experience :

• 2+ years in account management, customer success, or client relations, ideally in B2B SaaS.

• Experience in the KSA/GCC market preferred.

Required Skills :

• Relationship management

• Fluency in Arabic and English

• CRM proficiency

• Upsell and cross-sell conversations grounded in real usage data

• Data-driven account health analysis

• Communication and negotiation

Salary: 400 $

How to Apply:

Interested candidates who meet the above qualifications are invited to send their CV to: recruit@taskona.io

Subject : Account Management Specialist