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AI Summary

The Account Manager is responsible for managing a portfolio of small- to mid-sized clients, ensuring high-touch service and operational excellence. They act as the primary relationship owner, coordinating with internal teams to resolve issues and drive client retention.

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.


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