Account Manager – Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee relationships with designated client accounts, acting as the main point of contact for everyday client interactions.

• Create and implement account strategies to enhance client satisfaction, product usage, relationship depth, retention, and overall account health.

• Conduct regular client meetings, business reviews, and proactive outreach efforts.

• Evaluate client health, platform adoption, business goals, and utilization trends to pinpoint risks and opportunities.

• Offer insights on best practices, operational efficiencies, and strategic initiatives.

• Lead onboarding processes, implementation support, training, and adoption initiatives for the platform.

• Monitor account health and identify potential risks, challenges, and improvement areas.

• Assist in client retention and growth strategies by recognizing expansion opportunities.

• Coordinate with internal teams such as Product, Client Delivery, and Production Support to address escalated client issues.

• Keep track of client priorities, strategic initiatives, enhancement requests, and action items.

• Relay client feedback, business requirements, operational challenges, and product enhancement opportunities internally.

• Foster collaborative relationships with teams across Product, Client Delivery, Production Support, Finance, Sales, and Leadership.

• Aid in renewal and commercial negotiations.

• Present and demonstrate company products, capabilities, and solutions effectively.

• Maintain precise account plans, client activity logs, and related documentation in Salesforce and other approved systems.

• Engage in industry events, conferences, and client-facing activities.

• Complete various ad hoc projects and tasks as required.

⛳️ Requirements

• 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles.

• Preferred experience in financial services, insurance, InsureTech, FinTech, wealth management, or similar industries.

• Proven ability to manage complex client relationships and multiple stakeholder groups.

• Excellent communication, presentation, relationship-building, and interpersonal skills.

• Strong consultative problem-solving abilities and a client service mindset.

• Experience in developing and executing account plans and driving client engagement strategies.

• Exceptional organizational, project management, and coordination skills, capable of handling multiple priorities.

• Ability to analyze client health, identify business needs, and formulate actionable recommendations.

• Experience in cross-departmental collaboration and influencing outcomes without direct authority.

• Proficiency in Microsoft Office Suite and Salesforce or similar CRM platforms.

• Capability to work independently, proactively, and effectively in a fast-paced environment.

• Willingness to travel as necessary for client meetings, business reviews, conferences, and team events.

🏝️ Benefits

• Equity for all full-time employees.

• Annual performance bonus.

• Employer-matched retirement plan.

• Subsidized healthcare.

• 100% employer-paid dental coverage.

• Vision insurance.

• Telemedicine services.

• Virtual mental health counseling.

• Parental leave.

• Unlimited paid time off (PTO).

• Fully remote work option.