Account Manager

Job Purpose:

The Account Manager (AM) is responsible for managing a portfolio of client accounts, ensuring that clients receive exceptional service and support throughout their relationship with the firm. The AM serves as the primary point of contact for assigned clients, maintaining ongoing relationships and ensuring that services are delivered efficiently and in alignment with client needs. This role involves close collaboration with internal teams to resolve issues, identify new opportunities, and contribute to client retention and satisfaction efforts.


Key Responsibilities:

Client Relationship Management:

• Serve as the primary point of contact for assigned client accounts, addressing their needs and concerns.
• Build and maintain strong, positive relationships with clients to foster trust and ensure long-term engagement.

Service Delivery:

• Ensure that services are delivered to clients within agreed timelines, maintaining high-quality standards that meet or exceed client expectations.
• Respond to client inquiries and troubleshoot issues, ensuring prompt resolution and effective communication.

Account Management:

• Proactively manage daily account activities, including processing client requests, providing updates on services, and ensuring seamless communication.
• Track and manage client deliverables, ensuring that all services are completed on time and according to client needs.

Cross-functional Collaboration:

• Work closely with internal teams, such as marketing, sales, and product development, to ensure seamless service delivery and address client challenges.
• Collaborate with cross-functional teams on contract renewals, service upgrades, and new business opportunities, ensuring a smooth transition and continued client engagement.

Client Satisfaction and Retention:

• Foster long-term client relationships by consistently providing high-quality service and maintaining overall client satisfaction.
• Identify potential opportunities for upselling additional services, ensuring that clients achieve their objectives and that business growth is supported.

Competencies:

Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in various situations.

Communication / Collaboration

• Communicates effectively in various settings.
• Collaborates well with team members to achieve common goals.
• Tailors messages to different audiences and situations.

Critical Thinking / Problem Solving

• Analyzes problems independently and develops effective solutions.
• Uses creative thinking to address more complex issues.
• Evaluates the effectiveness of solutions and makes necessary adjustments.

Conflict Resolution

• Addresses conflicts independently and impartially.
• Mediates effectively between parties to reach resolutions.
• Uses advanced conflict resolution strategies.

Developing Others / Empowerment

• Actively supports the development of team members.
• Provides regular feedback and opportunities for growth.
• Encourages initiative and empowers others to take on new challenges.

Required Qualifications:

• Bachelor’s degree in Business, Marketing, or a related field.
• 3 years of experience in account management, client success, or a related field.
• Strong organizational and communication skills, with the ability to manage multiple accounts simultaneously.
• Proven experience building and maintaining strong client relationships.
• Ability to work collaboratively with cross-functional teams to ensure client satisfaction.
• Proficiency in CRM tools such as Salesforce and Microsoft Office.

Preferred Qualifications:

• Experience working in professional services or a similar B2B environment.
• Familiarity with upselling and cross-selling strategies to support business growth.
• Experience with contract management and renewals in a client-facing role.

Performance Metrics:

• Client Retention: Measured by the ability to retain clients and reduce churn rates.
• Client Satisfaction: Assessed through client feedback, surveys, and overall satisfaction ratings.
• Service Delivery Timeliness: Success in meeting agreed-upon timelines for deliverables and resolving issues promptly.
• Revenue Growth: Measured by success in upselling and cross-selling additional services to clients.
• Collaboration Effectiveness: Feedback from internal teams on the effectiveness of collaboration and contribution to client success.

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. 

Salary : $62,000 - $70,000