Account Manager

We are seeking an ambitious, client-focused Account Manager to join our growing sales organization. This role is responsible for managing direct client relationships, ensuring customer satisfaction, and driving both account growth and long-term retention. The ideal candidate is a strategic thinker with strong business acumen who excels at building trust, aligning client initiatives with company goals, and navigating evolving customer needs and market trends. This is a high-impact position that requires exceptional service delivery and a commitment to excellence in a fast-paced, dynamic environment.

Key Responsibilities:

Client Engagement & Satisfaction -35%

• Champion the client needs for key clients across the organization.
• Align client goals with company objectives to deliver measurable value and outcomes.
• Lead client escalations with confidence and clarity, resolving issues quickly and effectively.
• Listen closely to client needs and deliver tailored, impactful solutions.
• Collaborate with senior leadership to shape business strategies and ensure client-centric operations.
• Partner across departments—sales, marketing, product, and service—to create seamless client experiences.
• Own and address client concerns and resolve complex challenges.
• Anticipate potential risks and implement proactive solutions.

Client Retention – 35%

• Build and maintain deep, lasting relationships with high-value clients.
• Regularly showcase results through engaging reports and client meetings.
• Promote referral incentives and drive client engagement through clear, consistent communication.
• Hit or exceed client retention goals by delivering exceptional service and value.

Account Growth – 20%

• Uncover upsell and cross-sell opportunities that align with client needs and business goals.
• Lead conversations around premium services and pricing enhancements with confidence.
• Ensure pricing models stay relevant, competitive, and client-focused.
• Share insights and feedback to help improve offerings and enhance team performance.

Client Onboarding – 10%

• Guide clients through a smooth and thorough onboarding process.
• Ensure all discovery, documentation, and funding steps are completed with precision.
• Ensure accounts are funded.

Qualifications & Experience:

• Bachelor’s degree in Business Administration, Marketing, or a related field preferred; equivalent work experience will be considered.
• Minimum of 5–10 years of experience in account management, customer success, or a similar client-facing role, with a strong track record of leading teams and managing client portfolios.

Key Skills & Attributes:

• Proven leadership and team management capabilities, with experience guiding high-performing teams.
• Exceptional communication, negotiation, and interpersonal skills to foster strong client relationships.
• Strong analytical and problem-solving abilities, with a results-oriented mindset.
• Strategic thinker with a demonstrated ability to develop and implement client-centric initiatives.
• Proficiency with CRM platforms such as Salesforce or HubSpot to manage client data, track sales pipelines, and support account activities.

Physical Demands:

• Travel up to 10%

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

An Equal Opportunity Employer: We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.