Account Manager

Job Summary

The Account Manager will play a vital role in maintaining strong customer relationships, supporting revenue retention, and fostering account growth for small to mid-sized accounts This position focuses on regular communication with assigned accounts, ensuring client needs are addressed efficiently and proactively.

Account Managers work closely with the Director of Active Accounts and Field Reps to monitor customer satisfaction, identify engagement opportunities, and support upsell or cross-sell efforts where appropriate. This role helps to maximize customer satisfaction , reduce churn , and contribute to the overall success of the team.

Key Responsibilities

Account Management & Retention

• Act as the primary point of contact for assigned accounts, ensuring consistent engagement and satisfaction.
• Maintain regular communication with clients, proactively resolving concerns and delivering solutions.
• Monitor account activity and flag any potential retention risks for follow-up or escalation.
• Support retention efforts through proactive engagement and service excellence.
• Collaborate with Senior Account Managers and Directors to implement customer success strategies.

Sales Support & Growth Opportunities

• Identify opportunities for basic upselling and cross-selling within assigned accounts, with guidance from senior team members.
• Assist in virtual sales calls or product demonstrations when necessary.
• Help execute simple account expansion strategies to support revenue growth.

Collaboration & Reporting

• Keep detailed records of customer interactions and updates using CRM tools (GoHighLevel)
• Communicate client feedback and account trends to the leadership team.
• Ensure all account activities and updates are accurately documented and reported.

Customer Support & Workflow Execution

• Build trust and long-term relationships with healthcare providers in your account portfolio.
• Collaborate with internal teams to address client issues and escalate when needed.
• Support the creation and execution of customer communication workflows to ensure a seamless experience.

Qualifications
• Experience : Minimum 1-2 years in account management, customer service, or a related role (healthcare/wellness preferred).
• Skills : Strong communication and problem-solving skills, attention to detail, and customer-focused mindset.
• Technology : Proficient in CRM platforms (GoHighLevel preferred), Microsoft Office, and collaboration tools.

• Additional : Ability to manage multiple accounts effectively and adapt in a fast-paced environment.

Physical Requirements

• Ability to sit for extended periods of time at a desk and working on a computer.
• Ability to communicate effectively in person, over the phone, or via virtual meeting.
• Ability to maintain focus in a typical office environment with moderate noise levels.
• Ability to perform repetitive motions with hands and arms, such as typing.