• views: 53
• date: 22 May 2026
• posted by: voska89

What is Account Management in B2B SaaS & how success is measured
Frameworks for managing renewals, churn and expansion
How to use QBRs to drive strategic growth
How to use AI in modern Account Management
Bonus - Personal tips and lessons I have learned from my 12 years in SaaS Account Management

Requirements

No experience needed. This course is for all levels to learn more about Account Management for B2B SaaS companies

Description

Welcome to Foundations of B2B SaaS Account Management—the ultimate, fluff-free blueprint designed to turn you into the vital link between your company and its most valuable assets.Too many account managers operate defensively, waiting for the renewal date to check in, or reacting only when a customer hits the panic button. This course flips the script. You will walk away with a highly tactical playbook to confidently navigate the unique mechanics of the SaaS lifecycle and position yourself as an indispensable, trusted advisor rather than just another vendor.From running high-impact Quarterly Business Reviews (QBRs) to identifying hidden expansion opportunities, this course delivers the exact tools and frameworks used by elite industry performers to secure predictable revenue.

What You Will Learn

:Understand SaaS Business Models & Lifecycles: Deconstruct SaaS metrics and mechanics to align your commercial strategy perfectly with customer health and goals.Build Strong Customer Relationships: Learn the art of multi-threaded communication to move past single points of contact and embed your solution deeply into the client's organization.Manage Renewals & Reduce Churn Risk: Develop a proactive, data-driven framework to identify at-risk accounts early and secure seamless, friction-free renewals.Identify Growth Opportunities: Unlock upselling and cross-selling potential within your existing portfolio using value-based, diagnostic positioning.How to Leverage AI: Discover how to integrate advanced AI tools like ChatGPT and Google Gemini for data-driven account analysis, personalized outreach, QBR prep, and proactive intervention.Who This Is For:New & Aspiring Account Managers looking for the foundational training they wish they had.Customer Success Managers (CSMs) wanting to sharpen their commercial acumen and revenue-driving skills.SaaS Startup Teams & Founders needing to build a scalable customer retention engine from scratch.Sales-to-AM Transitions looking to shift from a transactional mindset to a long-term relationship model.Stop reacting to churn. Start engineering customer success and securing your company's future. Enroll today.
For Account Managers in B2B SaaS - from new to experienced & those looking to start

Homepage

https://www.udemy.com/course/account-management-in-b2b-saas/

   
   
   

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