Account Manager

• Lead launch sessions with new clients to set expectations and align on goals
• Manage first-week follow-up processes with clients and staffers to ensure successful onboarding
• Conduct ongoing client check-ins to assess satisfaction and uncover evolving needs
• Provide proactive support during onboarding and trial phases
• Lead and participate in client meetings to ensure alignment and progress
• Collaborate with internal teams to deliver a seamless client experience
• Maintain accurate documentation, including notes, updates, risks, and opportunities
• Drive client retention and account health by identifying risks and addressing concerns proactively
• Contribute to company initiatives and continuous improvement efforts
• Identify and drive account growth opportunities aligned with client goals
• Build and maintain strong client relationships through trust, credibility, and consistent communication
• Cultivate client referrals through relationship management
• Act as the central point of coordination between clients and internal teams
• Diagnose client challenges and guide clients toward appropriate solutions
• Monitor account performance and identify opportunities for improvement and expansion
• Support staffers when necessary to maintain alignment with client expectations

• At least 1 year of experience in customer service, client relations, or a related role
• Excellent verbal and written English communication skills
• Strong problem-solving abilities and a customer-centric mindset
• High level of professionalism and strong telephone communication etiquette
• Strong organizational skills and attention to detail
• Ability to adapt and thrive in a fast-paced environment
• Familiarity with CRM tools
• Sales experience is preferred but not required
• Proficiency or familiarity with Microsoft Office 365, Zoom, Zendesk, ActiveCampaign, Salesforce, Workday, GoTo, and DocuSign
• English and Spanish languages
• Ability to work 8:30 AM - 5:30 PM EST/EDT

• Remote job opportunity
• Great Place to Work Certification environment
• Recruiter guidance throughout the application process