Account Manager

Overview

As an Account Manager at Tri Voca (fka Sago Health), you will be responsible for retaining and nurturing a defined portfolio of clients either individually or in partnership with an Account Executive. You will serve as the strategic partner and trusted advisor, driving growth by deepening client relationships, identifying new opportunities through client engagement and proactive outreach, and collaborating with operational teams to ensure flawless delivery of programs and projects.

Success in this role is measured by revenue retention rates and client satisfaction, and a true ability to drive sales and revenue growth.

* This is a fully remote position.

• Client Retention
  :
  Manage client relationships ensuring exceptional service delivery and long-term partnership.
• Provide fully comprehensive proposals including costs, detailed feasibility, and execution plan (recruitment/sample/digital tools).
• Partner with Account Executives to create account plans that outline growth opportunities, expansion strategies, and risk mitigation for key clients.
• Proactively identify opportunities to upsell and cross-sell additional products, services, or capabilities aligned to client needs and business goals.
• Participate in quarterly business reviews (QBRs) and strategic planning sessions to showcase value, performance metrics, and innovation opportunities.
• Monitor client satisfaction and address potential risks or concerns before they impact retention.

• Act as a trusted advisor
  , helping clients translate their business and research objectives into actionable solutions.
• Recognize the need to adapt a product or research approach to meet the client needs and work with appropriate internal resources to develop and design the appropriate solution.
• Partner cross-functionally to deliver projects that meet and exceed client expectations.
• Stay informed on industry trends, client business changes, and competitive dynamics to anticipate future needs.
• Partner with Project Management to ensure quality and timeliness of project delivery.
• Monitor project performance and profitability; take proactive steps to improve margins and operational efficiency.
• Approve budgets, proposals, and billing, ensuring transparency and alignment with client agreements.

• Meet or exceed key performance indicators including retention rates, and satisfaction scores
  .
• Partner with Account Executives to support new opportunities within existing accounts or new divisions of current clients, initiate client outreach and contribute to client presentations.
• Contribute to a culture of continuous improvement
  , sharing best practices, client feedback, and success stories across the team.
• Represent the company’s brand and values through authentic relationships, transparency, and accountability in every client interaction.
• Gain a full understanding of Sago groups products, services and capabilities and apply that knowledge to satisfy client needs and project success requirements.

• Strong Client Service Orientation
• Collaboration and Teamwork
• Decision Making and Problem Solving
• Open Communication
• Excellent communication skills – written and oral
• Ability to work independently as well as with a team

Education

• Bachelors degree or equivalent experience preferred.

Experience

• Must have 5+ years of experience working in a market research environment, combined with strong knowledge of qualitative and quantitative data collection methodologies.

Computer Skills

• MS Office, MS Outlook, MS PowerPoint, MS Excel
• Proficiency with Salesforce CPQ a plus

Travel

• Willingness to travel less than 25% of the time (client or team meetings)

Location
:
Remote

Job Type
:
Full-time, Exempt

Compensation Details
:

• Base salary: $75,000+ per year, based on experience
• Commission eligible
• Full plan details will be reviewed during the interview process

Benefits
:

• Health, dental, and vision insurance
• 401(k) with employer match
• Paid time off and holidays