Account Manager

Account Manager

We are looking for an Account Manager to serve as the primary strategic partner for assigned clients within our customer-facing organization. This role is responsible for owning client relationships, driving satisfaction and retention, and identifying growth opportunities across assigned accounts. The Account Manager partners closely with Sales, Customer Success, and Operations teams to ensure clients achieve their goals-delivering consistent value that supports long-term success and revenue growth.

What you'll do:

Client Relationship Management

• Manage client relationships and serve as the primary strategic partner for assigned accounts
• Understand client goals and ensure delivery of services aligned to their objectives
• Resolve client issues with urgency and professionalism
• Build trust through consistency and transparency in all client interactions
• Prepare and present business reviews to executive-level audiences

Revenue Growth & Retention

• Identify upsell and cross-sell opportunities within assigned accounts
• Own the end-to-end renewal process
• Analyze account health metrics to identify trends and improvement areas

Account Strategy & Cross-Functional Collaboration

• Contribute to strategic account planning with cross-functional teams
• Partner with Product, Support, and/or Service teams to advocate for client needs
• Work closely with Sales, Customer Success, and Operations to deliver aligned outcomes

Account Operations & Documentation

• Maintain accurate records of client interactions and account activity
• Use CRM tools to manage and track account status, pipeline, and activity

AI-Enabled & Data-Driven Ways of Working

• Leverage approved AI tools and automation to improve account management efficiency and consistency
• Use data, dashboards, and AI-supported insights to monitor account health and identify risks early
• Continuously build AI literacy and apply AI-enabled practices as part of day-to-day work
• Contribute to a culture of continuous improvement by identifying opportunities to streamline workflows

What you'll bring:

• Strong client relationship management skills
• Ability to identify growth opportunities within assigned accounts
• Excellent communication and problem-solving abilities
• Experience using CRM tools to manage accounts
• Collaborative and proactive approach with strong follow-through
• Takes ownership and follows through without being asked
• Builds trust through consistency and transparency
• Comfortable managing multiple priorities in a fast-paced environment
• Thrives in a collaborative, team-oriented culture
• Comfortable with camera-on meetings and executive-level communication
• Organized, analytical, and execution-focused with attention to detail
• Proficient with Windows, Microsoft Office, and CRM applications
• Excellent written and oral communication skills

Why This Role:

• Own meaningful client relationships as the primary strategic point of contact for assigned accounts
• Work at the intersection of client success, revenue growth, and product value in a fast-paced environment
• Operate in an AI-forward environment with access to modern tools that amplify your efficiency and impact
• Contribute directly to measurable outcomes-client satisfaction, retention rates, and account growth-that matter to the business

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• Basic Life
• 401(k) option with 100% company match up to 4%
• Non-Exempt employees have a generous accrual policy
• 10 sick days annually
• 10 company paid holidays
• 6 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.

Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.

Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.

Interview Process & Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.

Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

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