Account Manager Specialist

About the role

As an Account Specialist, you'll support the Account Management team in delivering exceptional client service and operational excellence. Acting as a "rover" resource, you'll provide temporary account coverage when Account Managers are unavailable, assist with client requests, coordinate with internal teams to resolve issues, and help ensure a seamless client experience. While this role does not maintain a dedicated book of business, you'll perform many of the same client-facing and operational responsibilities as an Account Manager, making it an excellent opportunity for someone looking to expand their client management experience.

Responsibilities

• Providing coverage for Account Managers during vacations, leave periods, and staffing transitions
• Managing routine client inquiries, requests, and service-related issues
• Supporting client communications and maintaining a high level of service continuity
• Partnering with Operations, Service of Process, Document Services, Compliance, and other internal teams to support client needs
• Maintaining accurate client records, account notes, and follow-up activities within required systems
• Assisting with account transitions and client service initiatives
• Supporting retention efforts and helping ensure client expectations are consistently met
• Identifying opportunities to improve processes, efficiency, and client experience
• Developing expertise across Registered Agent services, Business Compliance, and Formation Services offerings

Requirements

• Experience in account management, customer service, client success, compliance services, corporate services, legal support services, or a related business environment
• Strong written and verbal communication skills
• Ability to build positive relationships with clients and internal stakeholders
• Strong organizational skills and ability to manage multiple priorities
• Excellent attention to detail and follow-through
• Ability to independently research issues and identify appropriate solutions
• Strong customer service mindset and commitment to service excellence
• Proficiency with Microsoft Office applications
• Ability to effectively communicate status updates, resolve issues, and manage competing priorities professionally

Qualifications

• Experience within the Corporate Business Services industry
• Knowledge of Registered Agent services
• Experience supporting Business Compliance, Formation Services, corporate governance, or legal entity management activities
• Experience within customer success, account management, or client relationship roles
• SaaS customer success experience
• Experience contributing to process improvements and operational excellence initiatives

Benefits

• Paid parental leave, flexible working, and a caring and inclusive culture
• Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
• Invest in your future with 401k matching, setting aside salary to purchase shares in our company, and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
• Income protection including short and long-term disability benefits, life insurance and supplemental life insurance