What are the responsibilities and job description for the Account Manager position at Nation Safe Drivers?
Account Manager – Enterprise Accounts
Strategic Account Management | Client Retention | B2B | Insurance | Automotive | Financial Services
The Account Manager (AM) owns strategic relationships for a portfolio of enterprise B2B clients, with primary responsibility for client retention, renewals, account health, and revenue protection. This role partners closely with Sales, Client Success, Product, Operations, and Underwriting to ensure long-term client satisfaction and program continuity.
This position is consultative and relationship-driven, not transactional sales.
Core Responsibilities:
Strategic Account Management & Client Relationships
- Manage and retain enterprise accounts through proactive relationship management
- Serve as primary point of contact for executive stakeholders and decision-makers
- Build trusted partnerships aligned to client business objectives and KPIs
- Conduct Quarterly Business Reviews (QBRs) and Semi-Annual Business Reviews (SBRs)
Client Retention, Renewals & Account Health
- Own account retention and renewal management for assigned B2B clients
- Monitor account health, utilization trends, service performance, and client satisfaction
- Identify and mitigate churn risk, renewal risk, and service gaps
- Lead renewal planning, pricing discussions, and contract continuity efforts
Client Success, Insights & Reporting
- Develop account intelligence including org charts, stakeholder mapping, and influence mapping
- Prepare account summaries, retention forecasts, executive readouts, and risk assessments
- Translate client feedback into insights for Product, Operations, Sales, and Underwriting
- Maintain accurate CRM documentation in Salesforce
Cross-Sell, Upsell & Sales Collaboration
- Identify upsell, cross-sell, and expansion opportunities within existing accounts
- Partner with Sales Executives to support pipeline development and deal strategy
- Provide relationship access, background context, and client advocacy to support growth
Issue Resolution & Service Delivery
- Act as escalation point for client issues, service concerns, and operational challenges
- Partner with internal teams to drive timely resolution and service recovery
- Identify root causes and recommend process improvements
Required Qualifications (Recruiter Search Aligned)
- 5–8 years experience in Account Management, Client Success, Strategic Accounts, or Relationship Management
- Experience managing enterprise or mid-market B2B accounts
- Background in insurance, automotive, financial services, SaaS, or B2B services
- Proven success in client retention, renewals, and revenue protection
- Strong experience working cross-functionally with Sales, Product, Operations, and Analytics
- CRM experience required (Salesforce preferred)
- Bachelor’s degree in Business, Marketing, Communications, or related field