Mid-Market Account Manager

atSWBCRemoteUS flagTexasFull-timeAccount ManagerJuniorMid-level

Posted Aug 22

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

📋 Description

• Establish and nurture robust, enduring relationships with mid-sized clients in the capacity of a trusted advisor.

• Recognize growth potential within client accounts and formulate strategies to optimize revenue and profitability.

• Stay updated on products and services to present them effectively and respond to client inquiries.

• Create account plans and strategies that are in line with company goals and client requirements.

• Collaborate with Sales, Marketing, and Product Development teams to ensure a seamless experience for clients.

• Promptly and effectively address and resolve client issues or concerns.

• Provide management with regular updates on account status, revenue forecasts, and market trends.

• Enhance client success and satisfaction by maximizing the value derived from our offerings.

• Evaluate client challenges, pinpoint root causes, and develop innovative risk-management solutions.

• Travel by car or air to meet designated top and prospective clients within the specified territory.


⛳️ Requirements

• A bachelor’s degree in business, marketing, finance, or a related discipline is generally required.

• A minimum of 2-3 years of pertinent experience in account management, sales, or a similar customer-facing position.

• Familiarity with financial services, risk management, or related sectors is advantageous.

• Strong written and verbal communication abilities.

• Capability to analyze issues, identify solutions, and implement them to fulfill client needs.

• A strong commitment to understanding and addressing client requirements, with an emphasis on customer satisfaction.

• Outstanding interpersonal and relationship-building skills to foster and maintain trust with clients and colleagues.

• Adherence to high ethical standards and a commitment to complying with industry regulations.

• Ability to work independently and remain motivated to achieve goals and targets.

• Willingness to travel by auto or air to meet top clients within the assigned territory, including prospective clients.

• Pre-employment drug testing is required.

• Must not be a tobacco user as permitted by law.


🏝️ Benefits

• Competitive overall compensation package.

• Work/Life balance.

• Employee engagement activities and recognition awards.

• Years of Service awards.

• Opportunities for career enhancement and growth.

• Leadership Academy and Mentor Program.

• Continuing education and career certification opportunities.

• A range of healthcare coverage options.

• Traditional and Roth 401(k) retirement plans.

• Attractive Wellness Program.

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