Account Manager

The Account Manager (AM) is responsible for managing a portfolio of client accounts, ensuring that clients receive exceptional service and support throughout their relationship with the firm. The AM serves as the primary point of contact for assigned clients, maintaining ongoing relationships and ensuring that services are delivered efficiently and in alignment with client needs. This role involves close collaboration with internal teams to resolve issues, identify new opportunities, and contribute to client retention and satisfaction efforts. This position operates on a Pacific Standard Time (PST) schedule , and candidates must be able to work standard business hours 8 am - 5 pm PST (11 am - 8 pm EST). Key Responsibilities Client Relationship Management Serve as the primary point of contact for assigned client accounts, addressing their need and concerns. Build and maintain strong, positive relationships with clients to foster trust and ensure long‑term engagement. Service Delivery Ensure that services are delivered to clients within agreed timelines, maintaining high‑quality standards that meet or exceed client expectations. Respond to client inquiries and troubleshoot issues, ensuring prompt resolution and effective communication. Account Management Proactively manage daily account activities, including processing client requests, providing updates on services, and ensuring seamless communication. Track and manage client deliverables, ensuring that all services are completed on time and according to client needs. Cross‑functional Collaboration Work closely with internal teams, such as marketing, sales, and product development, to ensure seamless service delivery and address client challenges. Collaborate with cross‑functional teams on contract renewals, service upgrades, and new business opportunities, ensuring a smooth transition and continued client engagement. Client Satisfaction and Retention Foster long‑term client relationships by consistently providing high‑quality service and maintaining overall client satisfaction. Identify potential opportunities for upselling additional services, ensuring that clients achieve their objectives and business growth is supported. Integrity Consistently demonstrates ethical behavior. Addresses minor ethical issues independently. Ensures confidentiality and privacy in various situations. Communicates effectively in various settings. Collaborates well with team members to achieve common goals. Tailors messages to different audiences and situations. Critical Thinking / Problem Solving Analyzes problems independently and develops effective solutions. Uses creative thinking to address more complex issues. Evaluates the effectiveness of solutions and makes necessary adjustments. Addresses conflicts independently and impartially. Mediates effectively between parties to reach resolutions. Uses advanced conflict resolution strategies. Developing Others / Empowerment Actively supports the development of team members. Provides regular feedback and opportunities for growth. Encourages initiative and empowers others to take on new challenges. Required Qualifications Bachelor’s degree in Business, Marketing, or a related field. 3+ years of experience in account management, client success, or a related field. Strong organizational and communication skills, with the ability to manage multiple accounts simultaneously. Proven experience building and maintaining strong client relationships. Ability to work collaboratively with cross‑functional teams to ensure client satisfaction. Proficiency in CRM tools such as Salesforce and Microsoft Office. Preferred Qualifications Experience working in professional services or a similar B2B environment. Familiarity with upselling and cross‑selling strategies to support business growth. Experience with contract management and renewals in a client‑facing role. Performance Metrics Client Retention: Measured by the ability to retain clients and reduce churn rates. Client Satisfaction: Assessed through client feedback, surveys, and overall satisfaction ratings. Service Delivery Timeliness: Success in meeting agreed‑upon timelines for deliverables and resolving issues promptly. Revenue Growth: Measured by success in upselling and cross‑selling additional services to clients. Collaboration Effectiveness: Feedback from internal teams on the effectiveness of collaboration and contribution to client success. Benefits Embrace flexibility with a hybrid work schedule, balancing remote and in‑office work seamlessly. Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products. Prioritize your health with comprehensive medical, dental, vision, and short‑term disability coverage—all provided at no cost to you. Plan for the future with a 401(k) matching program. Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays. Stay active with a $35 monthly gym membership subsidy. #J-18808-Ljbffr Anderson Business Advisors