SUMMARY:
The Account Manager is an integral position within the organization working closely with Implementations, Sales and Operations. The Account Manager is responsible for client relationship building, understanding client goals and objectives, corporate communication of account status, assisting with client escalations, and ensuring client revenue, retention and growth. The account manager will anticipate and communicate customer needs and identify barriers while prioritizing organizational goals and initiatives.
PRIMARY RESPONSIBILITIES
- Act as a primary point of contact for assigned accounts.
- Maintain assigned portfolio to drive client adoption and usage to achieve targeted annual revenue goals working primarily with small to medium business and corporate level clients, with slow progression to Enterprise clients.
- Analyze key metrics of customer usage and identify opportunities for improvement.
- Assist with periodic client business reviews for assigned clients as appropriate.
- Build and maintain strong client relationships that allow for open communication and trust.
- Report account status reviews to management weekly.
- Assist in identifying revenue opportunities within the framework of the organization wide strategy.
- Work closely with multiple departments to coordinate client needs and resolve outstanding issues.
- Grow business by anticipating customer needs and providing a high level of customer services.
- Additional duties as needed.
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
- 2 years of Account Management experience, preferably in the MF industry.
- Proven ability to effectively communicate with internal and external management and work collaboratively with interdepartmental teams to achieve desired results.
- Strong leadership and project management skills, including the ability to effectively manage multiple projects simultaneously.
- Strong experience using MS Office applications (Word, Outlook, PowerPoint, and Excel) skills.
- Strong verbal, written and interpersonal communication skills.
- Demonstrated ability to lead, work independently and take initiative.
- Proven ability to communicate clients’ needs while prioritizing with organizational goals and initiatives.
- Ability to motivate others to achieve project deliverables.
- Excellent follow up skills.
PREFERRED KNOWLEDGE/SKILLS/ABILITIES
- Bachelor’s Degree in business, related field or equivalent.
#LI-Remote#LI-EC1
