What are the responsibilities and job description for the Remote Account Manager (SMB) position at Lensa?
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Job Description
The SMB Account Manager owns the full post-sale customer lifecycle for small business clients. This role is highly hands-on and technical, combining onboarding, account management, renewals, and upsell responsibilities. You will serve as the primary point of contact and first line of defense for customers throughout the year.
Key Responsibilities
Own The First 60 Days Of Customer Onboarding, Including
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills And Requirements
Job Description
The SMB Account Manager owns the full post-sale customer lifecycle for small business clients. This role is highly hands-on and technical, combining onboarding, account management, renewals, and upsell responsibilities. You will serve as the primary point of contact and first line of defense for customers throughout the year.
Key Responsibilities
Own The First 60 Days Of Customer Onboarding, Including
- Technical implementations
- Customizing templates
- Ensuring integrations are set up and functioning correctly
- Customer health checks
- Driving product & feature adoption
- Educating customers on new and underutilized features
- Additional user licenses
- Product tier upgrades
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills And Requirements
- 2 years of fintech SaaS account management experience
- Strong technical aptitude: Comfortable writing AI prompts for note-taking template, comfortable troubleshooting integrations and customized workflows
- Ability to work independently and manage multiple SMB accounts.
- Strong communication and client-facing skills - Experience in fintech, wealth-tech, or regulated SaaS environments
- Background in onboarding, implementations, or integrations
- Familiarity with Salesforce (and SalesLoft)
- Experience with health scoring, churn prevention, and renewal playbooks
- Comfort shaping and improving processes, playbooks, and automation