Client Account Manager

Summary

Join us as a Client Account Manager (CAM) and play a vital role in driving revenue growth and retention while ensuring customer success. You will manage a portfolio of accounts, build strong relationships, identify expansion opportunities, and achieve revenue targets through upselling, cross-selling, and renewals. As a trusted advisor, you will leverage data and product knowledge to optimize customer businesses and drive TrustEngine solution adoption. You will collaborate with internal teams and provide ongoing support and guidance to customers. The role requires strong relationship-building, strategic planning, data analysis, and communication skills. A competitive salary and comprehensive benefits package are offered.

Requirements

• Proven ability to build and maintain strong, long-term relationships with key client stakeholders
• Experience leading and developing onboarding
• Executing and contributing to playbooks
• Demonstrated experience in driving revenue growth through upselling, cross-selling, and renewals
• Ability to develop and execute strategic account plans to maximize customer lifetime value
• Strong commitment to ensuring customer satisfaction and achieving desired outcomes
• Proficiency in analyzing customer data and providing data-driven recommendations
• Ability to quickly learn and effectively communicate the value of TrustEngine solutions
• Excellent communication and collaboration skills to work effectively with internal teams

Responsibilities

• Build and maintain strong relationships with key stakeholders and decision-makers, serving as a trusted advisor starting from onboarding to ensure customers achieve their desired outcomes using TrustEngine solutions
• Develop and execute strategic account plans to maximize revenue and customer lifetime value through upselling, cross-selling, and identifying new opportunities for expansion
• Conduct regular business reviews to assess customer health satisfaction and proactively uncover expansion opportunities
• Achieve assigned revenue targets by proactively identifying and pursuing upselling, cross-selling, and renewal opportunities
• Proactively monitor customer health, identify potential risks, and develop mitigation strategies to ensure continued success and accurately forecast revenue performance
• Provide ongoing support and guidance to customers, ensuring they have the resources and knowledge to fully utilize and succeed with TrustEngine solutions
• Analyze customer data to understand product usage, identify areas for improvement, and drive adoption of Trust engine products by LOs
• Develop and present data-driven recommendations to optimize customers' business processes and maximize the value they derive from TrustEngine solutions
• Collaborate effectively with internal teams (Marketing, Sales, Product, and Support) to convey customer needs and achieve revenue and growth goals

Benefits

• Fully remote
• 100% individual company paid medical plan option
• Company 3% paid 401(k) contribution
• Paid parental leave
• Flexible (take what you need) time off
• Ongoing professional development and certification opportunities
• Competitive salary
• Special employee discounts and health wellness perks