Account Manager

This is a fully remote position, open to applicants in Mexico, +5 more countries.

📋 Description

• Facilitate launch sessions with new clients to establish expectations and align on objectives

• Oversee the initial week follow-up processes with clients and staff to ensure effective onboarding

• Conduct regular client check-ins to evaluate satisfaction and identify evolving needs

• Offer proactive support during the onboarding and trial phases

• Lead and engage in client meetings to ensure alignment and progress

• Collaborate with internal teams to provide a seamless client experience

• Maintain precise documentation, including notes, updates, risks, and opportunities

• Enhance client retention and account health by proactively identifying risks and addressing concerns

• Contribute to company initiatives and continuous improvement programs

• Identify and pursue account growth opportunities that align with client objectives

• Establish and nurture strong client relationships through trust, credibility, and consistent communication

• Foster client referrals through effective relationship management

• Serve as the primary coordination point between clients and internal teams

• Diagnose client challenges and guide them towards suitable solutions

• Monitor account performance to identify opportunities for enhancement and expansion

• Support staff as needed to maintain alignment with client expectations

⛳️ Requirements

• Minimum of 1 year of experience in customer service, client relations, or a similar role

• Exceptional verbal and written communication skills in English

• Strong problem-solving skills and a customer-focused approach

• High level of professionalism with excellent telephone communication etiquette

• Strong organizational capabilities and attention to detail

• Ability to adapt and succeed in a fast-paced environment

• Familiarity with CRM tools

• Sales experience is desirable but not mandatory

• Proficiency or familiarity with Microsoft Office 365, Zoom, Zendesk, ActiveCampaign, Salesforce, Workday, GoTo, and DocuSign

• Proficient in English and Spanish

• Availability to work from 8:30 AM to 5:30 PM EST/EDT

🏝️ Benefits

• Opportunity to work remotely

• Environment certified as a Great Place to Work

• Guidance from recruiters throughout the application process