Account Manager

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

📋 Description

• Transition smoothly from Sales at the point of go-live.

• Facilitate onboarding to ensure each customer achieves early results quickly.

• Track account health by assessing purchase frequency, gathering lead quality feedback, reviewing support history, and monitoring payment activity.

• Proactively reach out to customers before they become inactive.

• Foster goodwill by responding promptly, communicating transparently, following through on commitments, and advocating for customers internally.

• Expand accounts by exploring new markets and increasing budgets once primary issues are addressed.

• Address objections and guide at-risk accounts back toward their initial objectives.

• Document every customer interaction, potential risks, and outcomes in the CRM.

• Retain customers who express a desire to cancel their services.

• Enhance customer spending by encouraging larger budgets and entry into additional markets.

• Develop and sustain relationships with all customers.

• Collect testimonials and referrals for Property Leads.

⛳️ Requirements

• 3–5+ years of experience managing a portfolio of B2B accounts, with a proven track record of customer retention and increased spending.

• Capability to report on retention rates and expansion revenue achieved.

• Experience in managing a portfolio and establishing genuine relationships with customers.

• Strong skills in negotiation, objection handling, and conflict resolution.

• Proficient in using a CRM and managing a sales pipeline.

• Preferred: experience in lead generation or other repeat-purchase roles.

• Preferred: familiarity with real estate investors, roofers, or very small business clients.

• Preferred: experience as a real estate investor, agent, or roofer.

🏝️ Benefits

• 401k

• Medical

• Vision

• Dental

• A fast-paced, low-bureaucracy team where your contributions have a direct and visible impact.