Account Manager

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Establish and nurture robust client relationships through proactive communication, project meetings, issue resolution, and ongoing support.

• Act as the main point of contact for clients during implementation projects.

• Oversee the complete onboarding process for small to mid-sized clients.

• Ensure successful achievement of project timelines and objectives.

• Work collaboratively with internal teams to align on implementation requirements.

• Supervise post-launch activities, guaranteeing operational processes are executed accurately and efficiently.

• Manage client reporting, contract administration, quarterly business reviews, and process documentation.

• Create client-facing training presentations and implementation guides.

• Utilize CRM and reporting tools to evaluate operational performance.

• Identify opportunities for revenue growth within existing accounts and assist in territory expansion.

• Provide actionable insights that promote client success and improve business outcomes.

⛳️ Requirements

• At least 2 years of experience in client management, project management, or a related field.

• Excellent communication, presentation, and relationship-building abilities.

• Capability to engage stakeholders, assess customer needs, and cultivate trusted partnerships.

• Highly organized, detail-oriented, and self-driven.

• Proficient in managing multiple priorities, working independently, and handling ambiguity.

• Adaptable and flexible working style.

• Ability to collaborate across different time zones.

• Willingness to travel up to 20% as required.

• Experience in the insurance sector, preferably focusing on Cyber Insurance, Data Breach, or Personal Cyber solutions.

• Proficiency in Salesforce CRM.

• Candidates must be authorized to work full-time in the United States without employer support or sponsorship now or in the future.

• Bilingual skills in Spanish are advantageous.

🏝️ Benefits

• Day-one eligibility for medical, dental, and vision coverage.

• Options for supplemental health plans.

• HSA and FSA accounts available.

• Company-funded basic life and AD&D insurance.

• Voluntary life and AD&D insurance options.

• Short-term and long-term disability coverage.

• Legal plan access.

• Pet insurance offerings.

• Travel accident insurance coverage.

• Adoption assistance and fertility planning benefits.

• Caregiver support services.

• Dependent Care FSA with potential employer match.

• Complimentary Care@Work membership.

• Up to 12 weeks of paid parental leave with eligibility for a gradual return.

• 401(k) plan with employer matching.

• Employee Stock Purchase Plan (ESPP) available.

• Financial wellness resources provided.

• Career coaching services.

• Optional long-term care insurance.

• Tuition reimbursement program.

• Flexible time off for exempt employees, or paid time off for non-exempt employees.

• Up to 12 paid holidays annually.

• Commuter benefits offered.

• Employee discounts available.

• Charitable gift matching program.

• Paid volunteer time off.

• Corporate volunteer events organized.

• 24/7 support including professional therapy, coaching, and emotional well-being programs.

• Access to guided meditation and various wellness resources covering physical, mental, social, and financial aspects.