Also referred to as: Client Success Representative, Customer Onboarding Associate, Customer Success Manager, Customer Success Partner, Customer Success Representative
Requirements and Responsibilities

Account Manager I develops relationships with smaller to mid-sized clients to increase revenue. Pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Being an Account Manager I drives retention and growth among customers by understanding their business needs and helping them succeed. Has detailed knowledge of products and services offered and ensures that products and services consistently meet client needs. Additionally, Account Manager I maintains a cadence of communicating with customers to ensure client satisfaction and promote ongoing contract renewal. Advises internal teams on product and service improvements/suggestions based on client feedback. Provides sales quotes and responds to requests for proposals. May support higher-level account managers working with larger accounts. Typically requires a bachelor's degree. Typically reports to a manager. The Account Manager I work is closely managed. Works on projects/matters of limited complexity in a support role. To be an Account Manager I typically requires 0-2 years of related experience.

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