Account Advisor

Who we are:

CINC (part of the WITCO family) is the #1 Real Estate CRM and website provider in North America for elite real estate agents. CINC was founded in 2011 and we are based in Marietta, GA. Our robust solution is a complete CRM platform that allows real estate professionals to seamlessly manage & nurture their clients and grow their business.

We are seeking a relationship-driven Account Advisor to support and grow our existing client base. This role focuses on building long-term partnerships, driving customer value, and identifying opportunities for expansion within assigned accounts. The ideal candidate is proactifve, consultative, and deeply invested in client success—able to align solutions to evolving business needs while delivering a seamless customer experience.

In this role you will:

Serve as the primary point of contact and trusted advisor for a portfolio of existing clients

Build strong, long-term relationships by understanding client goals, priorities, and success metrics

Drive account growth through renewals, upsell, and cross-sell opportunities

Conduct regular business reviews to demonstrate value, share insights, and identify new opportunities

Partner with clients to ensure successful adoption and utilization of solutions

Collaborate with customer success, support, product, and sales teams to resolve issues and enhance the client experience

Monitor account health, proactively addressing risks and identifying opportunities for retention

Maintain accurate account plans, forecasts, and CRM data

Qualifications :

3–7+ years of experience in account management, customer success, or SaaS sales

Proven track record of retaining and growing client relationships

Strong consultative skills with the ability to identify client needs and align solutions

accordingly

Experience managing a portfolio of accounts with revenue responsibility

Familiarity with CRM tools (e.g., Salesforce) and customer success platforms

Highly organized with strong attention to detail and follow-through

Key Competencies :

Relationship management and customer advocacy

Strategic account planning

Problem solving and proactive communication

Collaboration and cross-functional influence

Time management and working towards goals

What Success Looks Like :

High customer retention rates

Consistent growth within assigned accounts

Strong client satisfaction and engagement

Early identification and mitigation of churn risk

Trusted advisor status with key stakeholders

What we offer:

Great product with a strong client base

Team environment

Opportunities for advancement and development

Continuing Education Benefits

Fitness reimbursement

Comprehensive and rich benefit plans, matching 401K

CINC is a values-driven organization. We offer a vibrant, team-oriented culture, comprehensive

benefits and we love to help our teammates.

At CINC, we celebrate and support our differences. We listen, we care, and we serve. CINC is

proud to be an equal opportunity workplace.