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Account Manager

Role overview

Summary

The Account Manager role is essential for driving client engagement and strengthening relationships at PeopleJoy. You will work closely with the Head of Customer Success to develop strategies that ensure clients receive lasting value from their partnerships, while also acting as the voice of the client internally.

Qualifications

  • Experience managing a portfolio of client accounts, ideally in B2B SaaS, employee benefits, HR tech, or financial services.
  • Exceptional communication skills to engage with HR leaders, benefits teams, executives, and internal colleagues.
  • Analytical and data-driven mindset to use engagement and adoption metrics in client strategy.
  • Ability to prioritize competing client needs and manage time across multiple accounts.
  • Preferred: Experience working closely with founders or senior leaders, building trust through relationship management.

Responsibilities

  • Own the Client Relationship by serving as the primary point of contact for a portfolio of clients.
  • Lead New Client Launches by guiding clients through implementation and onboarding.
  • Drive Engagement by promoting the program to employees and increasing borrower participation.
  • Track Success and Report Results by monitoring adoption, engagement, and satisfaction, and leading regular business reviews.

Key facts

Hard skills

Other skills

  • Creative Problem Solving
  • Communication
  • Teamwork
  • Time Management
  • Empathy
  • Adaptability

About the company

PeopleJoy logo

PeopleJoy

  • HR Services
  • 11–50
PeopleJoy helps HR leaders attract and retain top talent with turnkey student loan and education benefits. Our solutions include: Student loan repayment assistance Public Service Loan Forgiveness (PSLF) support Tuition reimbursement optimization College financial planning Student loan refinancing options We manage the entire process—from employee coaching to compliance, payment processing, and ROI reporting—so your team delivers high-impact financial wellness without the administrative burden. We also connect employers with university partners to offer discounted tuition, upskilling, reskilling, and curated learning pathways that support workforce development and retention. Whether helping employees reduce monthly payments, eliminate debt through PSLF, or plan their child’s education, PeopleJoy turns student debt into a competitive advantage.

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Job description

We’re hiring an Account Manager

About Our Mission

PeopleJoy provides education assistance benefits to attract and retain talent.

As workforce expectations shift toward personalization, continuous skilling, and community, PeopleJoy helps employers meet the moment. We deliver education and student loan benefits as a fully managed service that drives real impact for employees and employers alike.

About Our Culture

Our culture is what makes PeopleJoy a great place to do meaningful work. We come from diverse backgrounds and experiences, but we’re united by a shared drive to help others and improve lives.

We:

  • Put customers first and strive to exceed expectations
  • Embrace change and adapt quickly
  • Take accountability for our work and our outcomes
  • Value trust, respect, and follow-through
  • Focus on meaningful results, not just chasing numbers

Here, you’ll find purpose, ownership, and a team that values progress over perfection.

Our Core Values

Our values shape our vision, products, culture, and customer success:

Do Right by Others
Have people’s backs. Be someone others can rely on.

Improve Every Time
We don’t do the same work the same way twice. We constantly streamline, simplify, and automate so each iteration is faster and better.

Be All-In — and Be Honest
We act in the best interest of PeopleJoy’s mission and long-term success. We show up fully, take responsibility, and raise our hands early if something feels out of alignment.

Win Together
We prioritize team success over individual comfort, take feedback with humility, and step into whatever role helps the team win today.

Grit
We commit to long-term goals with resilience and discipline, pushing through obstacles even when progress feels slow.

About This Opportunity

As an Account Manager, you’ll be critical in driving engagement with our clients and deepening our client relationships. In this role, you’ll be working closely with the Head of Customer Success to develop account strategies, identify growth opportunities, and make sure every client gets lasting value from our partnership. You’ll serve as a trusted point of contact for a portfolio of accounts, guiding them through onboarding, regular business reviews, and renewals while proactively addressing their needs before they become challenges. By building strong, long-term relationships, you’ll help drive retention and expansion and contribute directly to our company’s growth. You’ll also act as the voice of the client internally, sharing feedback with our product, sales, and support teams to help shape how we serve customers.

Job Details

Title: Account Manager

Compensation: $57,000 - $75,000

Reports To: Head of Customer Success & Operations

Location: Remote.

Job Type: Full-Time

Benefits: Medical, Dental, 401k, short-term and long-term disability, life insurance.

What does an Account Manager do, anyway? In plain terms, this usually means:

  • Own the Client Relationship: Serve as the primary point of contact for a portfolio of clients, building trust with HR and benefits teams and key stakeholders.
  • Learn What Clients Need: Understand each client’s goals, workforce, and benefits priorities, and make sure our offering is delivering real value for their employees.
  • Lead New Client Launches: Guide clients through implementation and onboarding, partnering with the product team to make sure every launch goes smoothly.
  • Drive Engagement: Work with clients to promote the program to their employees and increase borrower participation, with the support of marketing and client success.
  • Track Success and Report Results: Monitor adoption, engagement, and satisfaction, and lead regular business reviews that show clients the impact of their investment.
  • Grow and Retain Accounts: Manage renewals, spot opportunities to expand partnerships, and address risks early so clients stay with us for the long term.
  • Be the Voice of the Client: Share client feedback with product, engineering, and leadership to help shape what we build next, and stay informed on PSLF policy changes that affect clients and their employees.
  • Handle the Day-to-Day: Answer client questions, resolve issues quickly, and coordinate across internal teams so nothing falls through the cracks.

If this sounds like you, your previous education, work experience, and passions probably sound like this:

  • You’ve successfully managed a portfolio of client accounts, ideally in B2B SaaS, employee benefits, HR tech, or financial services.
  • You’re resourceful, finding creative ways to deliver results for clients even with limited resources.
  • Your communication skills are exceptional. You engage confidently with HR leaders, benefits teams, executives, and internal colleagues alike.
  • You’ve introduced processes or playbooks that helped your team manage accounts more efficiently and at scale.
  • You’re analytical and data-driven, using engagement and adoption metrics to guide your client strategy.
  • You have deep empathy for clients and their employees. You understand that student loans can be stressful, and you want every borrower to have a clear, positive experience.
  • You know how to prioritize competing client needs and manage your time across multiple accounts without letting anything slip.
  • You’re comfortable saying “no” when a request isn’t possible, and skilled at reassuring clients that we hear their feedback and are committed to meeting their needs over time.
  • You’ve worked closely with founders or senior leaders, building trust through thoughtful relationship management and data-backed recommendations.

Lastly, here’s what success looks like in this position:

  • You set clear, actionable goals for each account and build success plans that align with client priorities.
  • You drive strong employee engagement and adoption across your client portfolio.
  • You ensure smooth, on-time implementations for new clients, in partnership with the Product team.
  • You regularly track and report on account health, retention, and engagement KPIs, and continuously look for ways to improve them.
  • You lead regular business reviews with client stakeholders to keep everyone aligned and demonstrate the value of the partnership.
  • You share consistent, constructive client feedback with product, design, and engineering to help shape our roadmap.
  • You support sales by assisting with new deals and driving renewals and expansion within your accounts.





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