Account Manager, Health and Wellness

• Develop and maintain strong relationships with key stakeholders across an established portfolio of health and wellness customers through phone calls, video meetings, email, and in-person interactions.
• Build a thorough understanding of each customer's business goals, operational challenges, and growth priorities to identify relevant software products and service opportunities.
• Develop and execute strategic account plans that drive account expansion, increase customer value, and support revenue growth.
• Identify, qualify, and pursue upselling and cross-selling opportunities that align with customer needs and business objectives.
• Serve as the voice of the customer within the organization, advocating for client priorities and ensuring a consistently high-quality customer experience.
• Manage contract renewals proactively, strengthen customer loyalty, and implement strategies to reduce churn and maintain strong retention rates.
• Partner with Customer Success teams to encourage product adoption, improve customer engagement, and help clients achieve their desired business outcomes.
• Address customer questions, concerns, and challenges promptly, coordinating with relevant internal teams to deliver effective resolutions.
• Maintain accurate records of customer interactions, sales activities, leads, opportunities, and account updates within the CRM system.
• Build and manage a qualified sales pipeline, using sales dashboards and performance data to prioritize activities and achieve monthly, quarterly, and annual revenue targets.
• Analyze customer information, account performance, and market trends to identify growth opportunities and inform account strategies.
• Prepare and deliver regular reports on account health, renewal performance, expansion opportunities, pipeline progress, and customer satisfaction to management.
• Continuously improve account management practices by identifying opportunities to streamline processes, strengthen customer relationships, and enhance commercial performance.

Requirements

• Bachelor's degree in Business, Marketing, Technology, or a related field preferred.
• At least three years of experience in software sales or account management, preferably serving small and medium-sized businesses (SMBs) and mid-market customers.
• Strong understanding of software technology, industry dynamics, and the business needs of customers in a competitive market.
• Proven ability to build and maintain trusted relationships with customers, internal stakeholders, and decision-makers.
• Demonstrated success identifying account expansion opportunities and executing effective upselling and cross-selling strategies.
• Solid knowledge of sales processes, account planning, pipeline management, contract renewals, and customer retention techniques.
• Excellent verbal and written communication skills, with the ability to present recommendations clearly, persuasively, and professionally.
• Strong negotiation and influencing skills, with the ability to understand customer requirements and position solutions that deliver business value.
• Analytical mindset with the ability to interpret customer data, sales dashboards, market trends, and account performance metrics to guide decision-making.
• Proficiency in Microsoft Office applications and CRM platforms such as Salesforce or HubSpot, with familiarity with customer success tools.
• Excellent organizational and time management skills, including the ability to manage multiple accounts, competing priorities, and deadlines effectively.
• Strong problem-solving capabilities and a proactive approach to resolving customer issues and improving the client experience.
• Customer-centric mindset, with a genuine commitment to customer satisfaction, retention, and long-term success.
• Adaptability and a willingness to learn quickly, embrace new technologies, and improve customer-facing and internal business processes.
• Results-oriented approach, with the motivation and resilience to meet and exceed sales and account growth targets.
• Ability to work collaboratively across teams while taking ownership of individual account performance and commercial outcomes.

Benefits

• Remote work: Opportunity to work remotely from the United States.
• Full-time opportunity: Join a growing technology and payments environment focused on helping businesses succeed.
• Professional growth: Gain experience managing customer relationships, expanding accounts, and selling industry-specific software solutions.
• Commercial impact: Directly contribute to revenue growth, customer retention, and long-term business success.
• Collaborative environment: Work alongside sales, Customer Success, and other internal teams to deliver value to customers.
• Inclusive workplace: Be part of an organization that values diversity of thought, experience, and background and promotes equal employment opportunities.