Client Manager II

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

📋 Description

• Take full ownership of a portfolio comprising Tier 2 and Tier 3 clients, serving as their main point of contact and a trusted advisor.

• Oversee a collection of 300–400 accounts, which includes onboarding trading partners, handling integrations, and addressing platform inquiries.

• Foster customer retention through proactive and responsive relationship management.

• Identify and tackle churn risks at an early stage.

• Upsell and grow accounts by transitioning legacy contract clients to new subscription plans while pinpointing opportunities for expansion.

• Finalize renewals and expansion agreements within a fast-paced environment.

• Direct customer requests to Support, Services, or Leadership, ensuring follow-through until resolution.

• Maintain precise CRM records, documenting activities, notes, renewal schedules, and pipeline information.

• Keep abreast of TrueCommerce platform features and communicate relevant product updates and insights to clients.

⛳️ Requirements

• 2–4 years of experience in Account Management, Customer Success, or a related B2B field.

• Demonstrated success in managing a substantial portfolio and achieving retention or growth objectives.

• Proficient in managing over 300 accounts in a primarily inbound, responsive setting.

• Strong technical skills with an aptitude for learning and navigating SaaS platforms and integrated workflows.

• Consultative selling abilities for renewal, upselling, and expansion discussions.

• Excellent written and verbal communication skills with a customer-centric and ownership-driven approach.

• Experience as a Mid-market Account Manager or Customer Success professional in a SaaS or B2B technology context is preferred.

• Familiarity with EDI or previous exposure to EDI workflows is advantageous.

• Knowledge of NetSuite is a plus.

🏝️ Benefits

• Remote-first and laid-back work atmosphere.

• 401k plan with a 3.5% company match, vested after two years.

• 20 PTO days, plus one birthday day off, three summer days, one volunteer day, and 11 company holidays.

• Comprehensive medical, dental, vision, and various life/health insurance options.

• Paid parental leave.

• Wellness reimbursement program.