Mid-Market Account Manager

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

📋 Description

• Establish and nurture robust, lasting relationships with mid-sized clients, acting as a trusted advisor.

• Recognize growth opportunities within client accounts and formulate strategies to enhance revenue and profitability.

• Remain informed about products and services to present them effectively and respond to client inquiries.

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

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

• Address and resolve client issues or concerns in a prompt and effective manner.

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

• Ensure clients derive maximum value from the company’s offerings.

• Analyze client challenges, identify underlying causes, and devise innovative solutions.

• Travel by automobile or air to visit designated top clients and prospective clients within the assigned territory.

⛳️ Requirements

• A bachelor’s degree in business, Marketing, Finance, or a related field is generally required.

• A minimum of 2-3 years of relevant experience in account management, sales, or a related customer-facing role.

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

• Strong written and verbal communication abilities.

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

• A strong commitment to understanding and meeting client requirements, with a focus on customer satisfaction.

• Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues.

• Commitment to high ethical standards and compliance with industry regulations.

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

• Willingness to travel by automobile or air to designated top clients and prospective clients within the assigned territory.

• Pre-employment drug testing is required.

• SWBC does not employ tobacco users where 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.

• Emerging Professionals and Mentor Program.

• Continuing education and career certification options.

• A variety of healthcare coverage options available.

• Traditional and Roth 401(k) retirement plans.

• Attractive Wellness Program.

• Additional incentive compensation in the form of commission or performance bonus (eligibility may apply).