Account Manager

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This range is provided by Forian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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ABOUT FORIAN INC.

Forian provides a unique suite of SaaS solutions, data management capabilities, and proprietary data and analytics to optimize and measure operational, clinical, and financial performance for customers within the traditional and emerging life sciences, healthcare payer and provider segments. Kyber Data Science, a Forian company, offers a unique source of curated and enriched real-world health care insights. We help investors understand U.S. market forces by providing predictive analytics and proprietary data to optimize operational, clinical, and financial performance.

ABOUT THE ROLE

We are seeking an Account Manager who will serve as the primary liaison for client relationships, ensuring smooth onboarding, access management, and ongoing engagement. This role involves supporting subject matter experts by fielding client inquiries, coordinating meetings, and managing custom requests. The Account Manager will also lead client communications, oversee renewals and trials, and maintain standardized documentation and internal trackers. Additionally, they will handle termination protocols and administrative coordination to ensure a seamless client experience.

RESPONSIBILITIES

• Serve as the primary contact for client needs and engagement.
• Conduct onboarding and training for new users.
• Track contract dates for proactive renewal planning.

• Handle inbound client requests related to product and business scope.
• Clarify subscription boundaries and upselling opportunities.
• Submit and track custom requests via JIRA.
• Lead client meetings and follow up on action items.

• Develop and send weekly updates (dashboard refreshes, insights, etc.).
• Maintain editorial control over client communications.
• Monitor contract deadlines and schedule renewal check-ins.
• Share product updates and usage data to support retention.
• Facilitate trial account workflows and feedback collection.
• Maintain and distribute updated product documentation.
• Standardize templates and messaging for communications.
• Keep internal trackers current.

• Coordinate offboarding with Legal and communicate professionally.
• Remove client access from all tools and submit JIRA tickets for tracking.

• Oversee technical setup coordination and client communication.
• Ensure accurate user provisioning and manage ad hoc requests.

QUALIFICATIONS

• Bachelor’s degree in business, marketing, communications, or a related field.

• 2–4 years of experience in account management, client services, or customer success.
• Experience working with data platforms, dashboards, or subscription-based services is a plus.

• Strong communication and interpersonal skills.
• Excellent organizational and time-management abilities.
• Proficiency in tools like Excel, SharePoint, Sisense, and JIRA.
• Ability to manage multiple client accounts and prioritize tasks effectively.

• Comfortable with onboarding clients to digital platforms.
• Ability to troubleshoot basic technical issues and coordinate with internal teams.
• Proficiency in:
  Excel, SharePoint, Sisense, JIRA, Salesforce, Hub Spot, KFM, CRM systems.

• Proven ability to build and maintain strong client relationships.
• Experience leading client meetings and managing follow-ups.

• Skilled in documentation, tracking, and maintaining accurate records.
• Ability to manage renewals, trials, and offboarding processes with precision.

• Master’s degree in business, marketing, or a related field.
• 5+ years of experience in account management or client success roles.
• Prior experience in B2B SaaS or data analytics platforms.
• Familiarity with CRM systems (e.g., Salesforce, Hub Spot).
• Experience managing enterprise-level client accounts.
• Proven track record of driving client retention and upsell strategies.
• Strong…