Account Manager of Client Services

About the role

The Account Manager supports the Client Services team by deploying an advanced, consultative, and strategic approach to account management. They assist with tasks such as report development, incident tracking, and presentation building. The role involves managing client relationships, preparing quarterly business reviews, and facilitating client engagement calls.

Responsibilities

• Deploys advanced, consultative, and strategic approach to account management.
• Serves as a liaison between the Client Services team and key internal partners.
• Manages client base through the company’s CRM software, tracking and managing activities, tasks, contacts, and other material events with clients.
• Documents upselling of products and solutions, aligning with the overall retention strategy.
• Prepares and participates in quarterly or semi-annual Book of Business Reviews with Management.
• Frequently prepares quarterly business review materials and conducts routine client-facing telephonic training.
• Oversees the implementation of new facilities and provides educational materials to facilitate compliance with procedures, tools, and resources.
• Collaborates with other disciplines (credit/collections, contracting, and marketing) to ensure corporate billing and receivables standards are met.
• Might attend corporate/networking events and conferences.
• Establishes productive, professional relationships with key personnel in partner accounts.
• Performs other tasks as assigned.

Qualifications

• Bachelor’s Degree in business or related field preferred.
• Previous experience in a client management, customer service, or client support role; previous experience in a client support role within a healthcare setting or other business-to-business setting desired.
• Ability to present to all levels of management; excellent time-management skills; basic computer skills; advanced Microsoft Office proficiency; outstanding problem-solving skills; experience in root cause analysis; able to collaborate cross-functionally; experience working within a team required.
• SalesForce and Axiom experience; previous experience in a project management and client-facing customer service role; strong background in administrative management with the ability to manage multiple priorities and deadlines at once; strong experience in business writing desired.
• Customer service orientation, adaptability, interpersonal/communication orientation, planning/organizing, results oriented, problem solver, training and development focused; effective decision-maker; commitment to process improvement; innovative; organizational/job knowledge required.

Benefits

• Competitive pay
• Shift differential
• Health, dental, vision and life insurance benefits
• Company paid STD and LTD
• Tuition Assistance
• Employee Discount Program
• 401k
• Paid-time off
• Tuition reimbursement