---
title: 'Upsell Account Manager at Practice By Numbers'
canonical: 'https://feeny.ai/job/upsell-account-manager-practice-by-numbers-united-states-kqs1bxycv6qa'
type: 'job'
last_seen: '2026-11-04'
---

# Upsell Account Manager at Practice By Numbers

- **Company:** Practice By Numbers
- **Location:** United States
- **Compensation:** $63k–$70k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-30
- **Last confirmed live:** 2026-11-04
- **Apply:** https://jobs.gem.com/practice-by-numbers/am9icG9zdDosXHAU3PO_FIwQoH94ZPf_

## Job description

Upsell Account Manager (US)

Department: Customer Experience (Account Management & Revenue Expansion) Reports to: Senior Manager – Account Management, Customer Success & Retention Role Type: Individual Contributor Location: Remote (US-Based) Employment Type: Full-Time

## Overview

As we scale, expansion and renewal revenue are strategic pillars of growth. Upsell, cross-sell, and renewals are expected to contribute meaningfully to overall sales efficiency, with upsell targeted to drive ~30% of total sales revenue and support Net Revenue Retention (NRR) above 100%.

We are seeking a highly driven, data-informed, and consultative Upsell Account Manager who will own the commercial lifecycle of existing customers, working in close partnership with Customer Success and Retention teams.

This role owns the post-adoption commercial motion — managing renewals, identifying expansion signals, leading value-based upsell conversations, and closing expansion and renewal deals aligned to real customer outcomes.

## Why This Role Matters

In modern SaaS businesses, NRR is driven by two levers:

- Customers who renew because value is delivered
- Customers who expand because value grows This role ensures both happen with discipline and intent.

You will be accountable for:

- Expansion ARR
- Renewal execution
- Commercial contribution to keeping NRR above 100% While Customer Success owns health and value delivery, this role ensures commercial moments are executed cleanly, confidently, and on time.

## Key Responsibilities

1. Expansion & Renewal Revenue Ownership

- Own upsell, cross-sell, and renewal execution across an assigned book of customers
- Drive expansion motions that contribute ~30% of overall sales revenue
- Manage renewal timelines, pricing discussions, and contract execution
- Partner closely with Customer Success and Retention Managers to ensure renewals are aligned to customer health Expectation: Clear ownership of revenue outcomes without duplicating CS responsibilities.

1. Value-Based Upsell & Commercial Renewal Conversations

- Lead consultative upsell and renewal discussions grounded in:- Product usage and adoption data
- Customer outcomes and maturity
- Commercial value and ROI
- Confidently position renewals and upgrades as continuations of value, not administrative events
- Manage objections and negotiations professionally and transparently

1. Partnership with Customer Success & Retention

- Work in lockstep with:- Customer Success Managers (health, adoption, value realization)
- Retention Managers (risk mitigation, save plays)
- Avoid selling into unhealthy or high-risk accounts without CS alignment
- Ensure smooth handoffs post-upsell and post-renewal Guardrail: This role does not own customer health plans or churn saves — it owns the commercial execution.

1. Pipeline, Forecasting & Renewal Discipline

- Maintain a clean and accurate pipeline covering:- Expansion opportunities
- Upcoming renewals
- Forecast renewal and expansion ARR with high confidence
- Track close plans, renewal risks, and commercial blockers
- Provide visibility into NRR drivers and gaps

1. Insights, Strategy & Process Building

- Identify patterns across renewals and upsells to inform:- Packaging and pricing strategy
- Expansion triggers
- Renewal timing and playbooks
- Help build repeatable renewal + upsell processes as the business scales

Success Metrics (KPIs)

- Expansion ARR generated
- Upsell contribution to total sales revenue (target ~30%)
- Renewal rate across managed accounts
- Net Revenue Retention (NRR > 100%)
- Upsell + renewal forecast accuracy
- Post-renewal and post-upsell customer satisfaction

What Success Looks Like

- Renewals are predictable, on-time, and value-aligned
- Expansion revenue is consistent and repeatable
- NRR remains above 100% quarter over quarter
- Customers experience renewals as a natural continuation of value
- CS and Retention teams trust this role to handle the commercial layer

Who Thrives in This Role

This role is ideal for someone who:

- Is comfortable owning both expansion and renewal revenue
- Respects Customer Success ownership of relationships and health
- Is confident leading commercial conversations without being transactional
- Uses data to drive urgency and decision-making
- Is accountable, disciplined, and outcome-oriented
- Thinks in terms of NRR, not just deals

## Compensation & Benefits

- Competitive base salary
- Quarterly bonus tied to upsell and renewal performance (based on % of revenue generated)
- Medical, dental, and vision coverage
- 401(k) with company match
- Direct exposure to leadership on pricing, packaging, and growth strategy

Budget : $63,000-$70,000 (OTE $80,000-$85,000)

## About Practice By Numbers

## Company Overview
- **One-liner**: Practice by Numbers is an all-in-one software platform that streamlines dental practice operations, from analytics and patient communication to payments and scheduling.
- **Entity Type**: Private (no disclosed funding rounds – assumed bootstrapped or privately funded)
- **Headquarters**: Redmond, Washington, United States
- **Founded**: 2015
- **Founders**: Dr. Aditi Agarwal, Rohit Garg, Chris Lau

## Core Business
- **Primary industry**: Dental Practice Management Software (HealthTech)
- **Target customers**: Dental practices, groups, and organizations (B2B, primarily SMB and mid-market)
- **Mission statement**: “Transform dental practice management through integrated software solutions that streamline operations, enhance patient experiences, and optimize business performance.”

## Products & Services
- **Practice Relationship Management (PRM) Platform**: A unified suite combining analytics, patient communication, reputation management, online scheduling, online payments, patient forms, insurance verification, and more – all in one system.
- **Analytics & Business Intelligence**: Dashboards and reports that give dental teams insights into practice performance, patient trends, and revenue optimization.
- **VoIP / SIP Backbone**: Integrated phone system for dental practices.
- **AI-Powered Tools**: AI at the core of modern dentistry to simplify operations (e.g., automation, patient engagement).

## Market Standing
- **Valuation**: Not publicly available
- **Key Metric**: Over 5,000 dental professionals trust the platform (2024); 400% growth since the 2022 relaunch.
- **Notable Investors/Partners**: Not disclosed – key partnerships likely include dental industry networks; talent sources include Henry Schein One, Lighthouse 360, etc.
- **Growth Signals**: 70 employees (+9% YoY); active job postings for senior roles (VP Sales, SRE, Product Manager); expanding presence in India and US.

## Competitive Advantages
- **All-in-one integration**: Combines analytics, CRM, payments, scheduling, and phone into a single platform, reducing the need for multiple vendors.
- **Dental-specific focus**: Deep domain expertise from founders (clinical + business + tech) creates a product tailored to dental workflows.
- **AI-first approach**: Infusing AI into core operations to automate and optimize practice management.

## Strategic Focus
- **AI & Automation**: Putting AI at the center of product development to simplify dental practice operations.
- **Platform expansion**: Continuously adding modules (online booking, patient intake, payments) to become the single operating system for dental practices.
- **Scaling team**: Hiring across engineering, product, sales, and customer success to support 400% growth trajectory.

## Why Work Here
- **Culture**: Described as “work hard, play hard” – high energy, collaborative, with genuine friendships and celebrations. Mission-driven environment focused on improving dental care.
- **Work policy**: Hybrid/remote flexibility – Bellevue, WA office; employees work remotely with hybrid options (headquarters in Redmond, also office in Evansville, IN). Remote-friendly.
- **Perks**: Competitive salary, flexible schedule, professional development (training, mentorship), health coverage, wellness perks.
- **Engineering culture**: Building on a modern tech stack (VoIP/SIP, AI, full-stack payments); opportunities to work on complex system challenges in a growing startup.

## Sources
1. [practicenumbers.com/company/job-listings](https://practicenumbers.com/company/job-listings/)
2. [practicenumbers.com/company/careers](https://practicenumbers.com/company/careers/)
3. [practicenumbers.com/company/about-us](https://practicenumbers.com/company/about-us/)
4. [linkedin.com/company/practice-by-numbers](https://linkedin.com/company/practice-by-numbers)
5. [builtin.com/company/practice-by-numbers](https://builtin.com/company/practice-by-numbers)

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