Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Jason Sosa

Miami

Summary

Revenue-driven SaaS Account Manager with a strong track record across renewals, expansion, and full-cycle sales within SMB and Mid-Market accounts. Experienced in managing complex, multi-stakeholder deals and protecting and growing ARR through consultative discovery, executive alignment, and value-based selling. Proven ability to exceed quota, generate pipeline, and close multi-year agreements in high-growth technology environments.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Account Manager

Kaseya
Miami
11.2023 - Current
  • Own a 55–60 account SMB/MM book of business, managing end-to-end renewals, churn mitigation, executive alignment, and multi-year contract negotiations.
  • Lead regular QBRs and strategic account reviews to drive retention, expansion, and long-term customer partnerships.
  • Build and manage pipeline through consultative discovery, value-based positioning, and cross-functional collaboration with technical and leadership stakeholders.
  • Execute complex renewal and expansion motions by multi-threading across technical, finance, and executive buyers.
  • Support team performance by coaching peers on deal strategy, negotiation, and KPI execution.

Outbound Account Representative

Strategic Enterprises Sales Team
01.2023 - 08.2023
  • Managed 750+ inbound leads and executed high-volume outbound activity (100+ contacts per day), qualifying and converting prospects into paying customers.
  • Closed $125K+ in revenue with a 25% close rate on qualified prospects and a 70% show rate to meetings.
  • Delivered product training and onboarding sessions while supporting adoption and long-term customer value.
  • Assisted in training and mentoring new team members to improve conversion rates and quota attainment.

Skills

  • Delivered 117% quota attainment in FY25, exceeding a $570K ARR goal
  • Opened $31M in pipeline and closed $920K ARR across FY24–25 using a consultative upsell and cross-sell motion
  • Protected 92% of $430K ARR at risk through executive-led, multi-threaded renewal strategies, securing new 36-month agreements
  • Closed a $115K ARR, 3-year deal, displacing six competitors(largest deal in org, Q3 FY25)
  • Top-ranked rep on my team for expansion in Q2 FY24, generating $120K ARR in a single quarter and earning promotion from Associate to Account Manager
  • Awarded Individual Contributor Leader of the Year (2024)

Certification

CRM & Prospecting:
Salesforce
HubSpot
Close
Apollo
ZoomInfo

Timeline

Account Manager

Kaseya
11.2023 - Current

Outbound Account Representative

Strategic Enterprises Sales Team
01.2023 - 08.2023
Jason Sosa