Account Manager – Associate

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

📋 Description

• Oversee relationships with designated client accounts and act as the main point of contact for daily client interactions.

• Formulate and implement account strategies to enhance client satisfaction, product usage, relationship depth, retention, and account well-being.

• Facilitate client meetings, business assessments, and proactive outreach efforts.

• Evaluate client health, platform engagement, business goals, and usage trends to pinpoint risks and opportunities.

• Provide guidance to clients on best practices, operational efficiencies, and strategic initiatives.

• Spearhead platform onboarding, offer implementation support, training, and encourage adoption efforts.

• Recognize expansion possibilities and aid retention and growth strategies in collaboration with Sales and Strategic Account Management.

• Manage escalated client concerns by coordinating with Product, Client Delivery, Production Support, and other internal teams.

• Monitor client priorities, strategic initiatives, enhancement requests, and follow-up items.

• Relay client feedback and business requirements internally, representing the voice of the customer.

• Work in partnership with Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams.

• Assist in renewal and commercial negotiations.

• Showcase and demonstrate company products, capabilities, and solutions.

• Keep account plans, client activity logs, and documentation updated in Salesforce and other approved systems.

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

• Complete various ad hoc projects and assignments.

⛳️ Requirements

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

• Preferred background in financial services, insurance, InsurTech, FinTech, wealth management, or related fields.

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

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

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

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

• Exceptional organizational, project management, and coordination skills with the capacity to juggle multiple priorities.

• Ability to assess client health, recognize business requirements, and create actionable recommendations.

• Experience collaborating across diverse departments and influencing outcomes without direct authority.

• Proficient in Microsoft Office Suite and Salesforce or similar CRM systems.

• Capability to work autonomously, proactively, and efficiently in a dynamic environment.

• Willingness to travel as required for client meetings, business reviews, conferences, and team gatherings.

🏝️ Benefits

• Equity for all full-time employees.

• Annual performance bonus.

• Employer matched retirement plan.

• Generously subsidized healthcare.

• 100% employer-paid dental.

• Vision coverage.

• Telemedicine services.

• Virtual mental health counseling.

• Parental leave.

• Unlimited paid time off (PTO).

• Fully remote work.