Account Manager

Key Responsibilities

• Serve as the primary point of contact for assigned client accounts, addressing their needs and concerns.
• Build and maintain strong, positive relationships with clients to foster trust and ensure long-term engagement.
• 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.
• 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.
• Collaborate 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.
• 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 that business growth is supported.

Competencies

• Integrity: Consistently demonstrates ethical behavior. Addresses minor ethical issues independently. Ensures confidentiality and privacy in various situations.
• Communication / Collaboration: 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.
• Conflict Resolution: 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.

About the Role

Anderson Business Advisors is an award-winning workplace, voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. We bring together attorneys, CPAs, and other professionals to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world. We offer robust benefits including a hybrid work schedule, comprehensive medical, dental, vision, and short-term disability coverage, a 401(k) matching program, and generous paid time off.

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.