Account Manager

Responsibilities

• Act as the primary point of contact for assigned accounts, ensuring consistent engagement and satisfaction.
• Maintain regular communication with clients, proactively resolving concerns and delivering solutions.
• Monitor account activity and flag any potential retention risks for follow-up or escalation.
• Support retention efforts through proactive engagement and service excellence.
• Collaborate with Senior Account Managers and Directors to implement customer success strategies.
• Identify opportunities for basic upselling and cross‑selling within assigned accounts, with guidance from senior team members.
• Assist in virtual sales calls or product demonstrations when necessary.
• Help execute simple account expansion strategies to support revenue growth.
• Keep detailed records of customer interactions and updates using CRM tools (Go High Level ).
• Communicate client feedback and account trends to the leadership team.
• Build trust and long‑term relationships with healthcare providers in your account portfolio.
• Collaborate with internal teams to address client issues and elevate when needed.
• Support the creation and execution of customer communication workflows to ensure a seamless experience.

• Minimum 1–2 years in account management, customer service, or a related role (healthcare/wellness preferred).
• Strong communication and problem‑solving skills, attention to detail, and customer‑focused mindset.
• Proficient in CRM platforms (Go High Level  preferred), Microsoft Office, and collaboration tools.
• Ability to manage multiple accounts effectively and adapt in a fast‑paced environment.

Demonstrates expertise in account management and customer service within the healthcare sector, focusing on client engagement, retention strategies, and effective communication. Proficient in utilizing CRM tools to enhance customer interactions and support revenue growth through upselling and cross‑selling.