Senior Account Manager, Client Success – Field Operations

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

📋 Description

• Serve as the primary liaison for a designated portfolio of clients/owners, fostering trust while providing proactive support and solutions.

• Acquire a comprehensive understanding of each client/owner's business framework, recruitment and onboarding procedures, objectives, KPIs, and workflows.

• Create and uphold detailed account and project plans that delineate goals, timelines, and progress for each client/owner.

• Enhance the account through Upselling and Cross Selling opportunities.

• Act as a strategic ally to clients/owners by comprehending their organizational structures and encouraging them to consider innovative solutions.

• Interact with client/owner stakeholders at all levels—from procurement teams to C-suite executives—to uncover opportunities and secure business.

• Monitor and evaluate sales trends, revenue generation, and potential competitive threats within accounts.

• Consistently achieve or surpass established revenue targets and account growth objectives.

• Ensure that all services rendered align with client expectations, goals, and internal KPIs.

• Lead and conduct impactful Quarterly Business Reviews (QBRs), showcasing service value, performance, and recommendations, often in person.

• Prepare for and follow up on significant meetings and engagements, including presentations, site visits, and strategy sessions.

• Proactively identify and rectify systemic issues, including conducting root cause analysis and implementing solutions.

• Collaborate with internal and external stakeholders to align on client/owner requirements and project deliverables.

• Manage and follow up on client/owner escalations and outstanding issues related to operations, billing, technology, or customer service.

• Maintain precise and current records of account activities, meetings, and communications in CRM (Salesforce).

• Share and apply account management best practices within the team.

• Engage in additional projects and responsibilities as required.

⛳️ Requirements

• High School Diploma or GED is mandatory; a bachelor's degree is preferred or equivalent work experience is acceptable.

• 7 years of experience in strategic Account Management, ideally within the pre-hire screening, background screening, or HR services sector.

• Demonstrated success in managing complex solutions with senior-level stakeholders, including C-suite executives.

• Exceptional communication, negotiation, and presentation skills.

• Capacity to cultivate and maintain relationships across all organizational levels.

• Well-organized, self-driven, and results-oriented, with a keen eye for detail.

• Professional demeanor coupled with high business maturity and problem-solving abilities.

• Advanced proficiency in Microsoft Office and CRM tools such as Salesforce.

• Flexibility to work varied hours and travel occasionally for client meetings or industry events.

• Strong business writing practices and analytical capabilities, including the ability to interpret business and technical documents.

🏝️ Benefits

• Personal and Sick Paid Time Off.

• 401k with a highly competitive match.

• 11 Paid Holidays.

• Medical/Dental and Vision coverage.

• Group Life Insurance, HSA/FSA options.

• Employee Assistance Program.

• Educational Assistance Program.