Account Manager

SUMMARY

The Account Manager plays a key role in managing a large portfolio of the firm’s small- to mid-sized clients, delivering a high-touch, consultative customer experience. This role is responsible for maintaining strong client relationships, ensuring operational excellence, and driving overall client satisfaction and retention. As a primary representative of the organization, the Account Manager must demonstrate exceptional communication skills, strong business acumen, and an advanced understanding of the organization’s solutions and service delivery model.

JOB RESPONSIBILITIES

• Serve as the primary relationship owner for a high volume of small-tier client accounts, ensuring timely support, proactive communication, and consistent service delivery.
• Manage day-to-day client inquiries by reviewing, prioritizing, and triaging incoming requests, ensuring accurate routing and timely follow-through.
• Build a strong operational understanding of each client’s environment, business needs, and recurring challenges to effectively support ongoing requirements.
• Partner cross-functionally with internal teams, including Service Desk, Engineering, Finance, Billing, and others, to drive efficient issue resolution and maintain a seamless client experience.
• Follow established ticketing, documentation, and escalation procedures to ensure predictable, high-quality service outcomes.
• Monitor recurring trends, risks, and client sentiment, escalating insights to account management leadership to support retention and continuous improvement.
• Contribute to client retention efforts by delivering a consistently responsive, dependable, and solutions-oriented experience.

QUALIFICATIONS

• A minimum of three years of experience in customer success, account management, or client services, preferably supporting enterprise-level organizations.
• Experience working with CRM platforms and preparing client-facing proposals or materials.
• Proficiency with the Microsoft Office Suite, with strong Excel skills preferred.
• Demonstrated ability to build strong client relationships, navigate complex client needs, and communicate with professionalism and clarity.
• Highly energetic, self-directed, and organized, with a continuous improvement mindset and strong follow-through.
• Comfortable working both independently and collaboratively in a fast-paced, dynamic environment.
• Excellent time management, prioritization, and multitasking skills.

Requirements

• Should be willing to accept a long-term work-from-home arrangement.
• Should be amenable to a permanent night shift schedule.