Own the client relationship as the primary point of contact for a portfolio of accounts.
Develop account strategies and identify growth opportunities in collaboration with Customer Success.
Guide clients through onboarding, business reviews, and renewals to drive retention and expansion.
PeopleJoy provides education assistance benefits to help employers attract and retain talent. The company has a diverse culture united by a shared drive to help others and improve lives.
Build trusted advisor partnerships with clients, aligning platform value to their business goals.
Create tailored Success Plans, conduct Business Reviews, and identify expansion opportunities.
Maintain accurate client records in Salesforce and collaborate with internal teams.
Submittable is a software platform that helps mission-driven organizations manage programs, applications, and funding distribution. In 2024, it supported 30,000 programs and facilitated over $10 billion in funding, with a collaborative culture focused on social impact.
Manage existing client accounts, ensuring satisfaction and strategic account growth.
Generate referrals and lead RFP processes from start to finish.
Collaborate with internal teams and achieve individual performance targets.
The Medicus Firm is a national healthcare recruitment firm specializing in physician recruitment for hospitals and employers across the US. It is one of the largest physician recruitment companies in the country, known for a collaborative culture.
Lead client services operations across background and occupational health screening, ensuring accuracy, timeliness, and compliance.
Oversee staffing, Zendesk queues, and uJET phone support to meet service KPIs and SLAs.
Manage strategic accounts, escalations, and cross-functional partnerships to drive client retention and experience.
The company provides background screening and drug and occupational health screening services to clients. It focuses on compliance, operational excellence, and building high-performing, client-focused teams in a remote environment.
Lead, coach, and develop a team of account management professionals, driving retention and expansion across the portfolio.
Own quarterly department initiatives to advance operational efficiency and client outcomes.
Champion product adoption and cross-departmental collaboration to ensure best-in-class client experience.
Digible is a privately owned digital marketing company providing cutting-edge solutions and predictive analytics for the multifamily industry. Recognized as a Top Workplace in Colorado, it fosters a collaborative, transparent, and authentic culture with a focus on diversity and inclusion.
Own client relationships post-implementation, driving renewals and expansion.
Monitor customer health metrics and adoption trends to reduce churn and increase value.
Act as the voice of the customer, collaborating with cross-functional teams and supporting events.
Granum is a software company providing industry-specific solutions for landscapers and arborists across North America. Its collaborative and supportive culture has earned multiple awards, including being named a 2024 Best Place to Work.
Build strong partnerships as a trusted day-to-day partner for assigned clients, driving satisfaction and retention.
Turn data into value by using performance and financial data to tell a clear story about results and savings.
Stay ahead of client needs by proactively recommending ideas based on health plan knowledge and market trends.
Quantum Health is a privately-owned healthcare navigation organization founded in 1999, dedicated to simplifying healthcare for millions of members. With a team of over 2,000 'Healthcare Warriors,' they foster a big-hearted, tech-savvy, diverse, and inclusive culture.
Support sales operations, onboarding clients, managing accounts, and preparing quotes.
Partner with Account Executives, clients, and internal teams to ensure accurate, on-time order fulfillment.
Act as a trusted advisor and client advocate to build long-term relationships and improve customer experience.
Myriad360 is a technology solutions company focused on delivering exceptional customer experiences through sales operations and account management. It fosters a culture built on core values like 'We Before Me' and 'Own It,' and is consistently recognized as a best place to work with a transparent, inclusive environment.
Serve as the primary relationship manager for a portfolio of complex employee benefits clients.
Lead all phases of the client lifecycle, from onboarding through ongoing account management.
Mentor service team members and partner with Producers on growth initiatives.
Foundation Risk Partners is an insurance brokerage and consulting firm in the US. It is one of the fastest growing firms in the country, offering a collaborative team environment and comprehensive benefits.
Manage a portfolio of enterprise clients as the main point of contact, driving retention and adoption.
Analyze account data and use AI tools to automate workflows and produce client-ready content.
Partner with Sales to onboard clients, expand program coverage, and resolve issues quickly.
BlackCloak protects corporate executives and high-profile individuals from cyber threats, privacy leaks, and identity theft in their personal lives. It is a fast-growing, fully remote company with an impressive base of Fortune 500 clients.
Own internal triage and operations support, resolving requests within department SLAs.
Maintain HubSpot platform integrity through workflow audits, error resolution, and data updates.
Run monthly and quarterly fee invoicing and manage client account setup in custodial platforms.
Root Financial provides financial advisory services with a focus on operations and client support. The company is remote-first and committed to team development, offering a collaborative environment with competitive benefits and growth opportunities.
Lead client strategy and senior relationship management across complex enterprise B2B accounts, translating business objectives into integrated marketing strategies.
Connect media and campaign performance to demand generation, pipeline, and revenue goals while owning account health, client satisfaction, and growth opportunities.
Manage, mentor, and develop high-performing client strategy teams while partnering with analytics, creative, and delivery leaders to align around client priorities.
Wpromote is a digital marketing agency that helps brands accelerate growth through integrated marketing strategies. Recognized as a Best Place to Work, it fosters a remote-first, inclusive culture and supports employees at every stage of their careers.
Assess client needs and provide tailored solutions.
Manage administrative tasks including notes, appointments, and CRM updates.
Work remotely with a focus on performance-based growth.
Global Elite Empire Consultants provides virtual client relations and consulting services, focusing on assessing client needs and maintaining long-term relationships. The company offers a remote work environment with performance-based advancement and full training.
Act as the primary point for assigned client relationships, driving adoption, value realization, and customer health to ensure client success.
Monitor customer health indicators and maturity signals, contributing insights to retention planning with Sales and executing defined success playbooks.
Build trusted client relationships through regular engagement and service reviews, coordinating internal stakeholders to support customer outcomes.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate since 1841. They are a diverse, global team of creative and collaborative professionals, valuing bold ideas and connection.
Manage day-to-day client relationships from onboarding through upsells and renewals, ensuring consistent communication and accurate deliverables.
Retain and grow revenue by demonstrating preparedness, accuracy, proactive mindset, and superior customer service.
Coordinate with cross-functional teams including Strategists, Sales, Creative, and Operations to ensure seamless campaign execution.
Adtaxi is a client-centric digital agency that brings passion, precision, and sophistication to digital marketing. With a rich history and strong foundation, they have been recognized as a '4x Built In Best Places to Work Winner' from 2023-2026, and their teams drive innovation and growth.
Support Senior Client Success teams in managing Fortune 100 client relationships and account expansion strategies.
Execute engagement and delivery strategies for online and in-person training programs, tracking success through learning and sentiment metrics.
Own meeting summaries, document program costs, and create delivery reports with qualitative and quantitative data.
General Assembly offers experiential education in web development, data, design, business, and more, online and globally. With 60,000 alumni and 21,000 employees at elite companies trained, GA is a leader in transforming careers and teams for the future of work.
Respond to client requests by email, phone, and video.
Track renewals, service changes, and open items for each account.
Coordinate with internal teams and keep account records organized in CRM.
Elevate Reach manages B2B client relationships and ensures account promises are kept through coordination and follow-through. The team is fully remote, and the company emphasizes hands-on training, growth into account management, and a flexible schedule.
Lead strategic client relationships for a portfolio of ~25 accounts, developing integrated SEO, content, and paid media plans.
Drive retention and renewals through monthly check-ins, quarterly reviews, and upsell opportunities.
Coordinate project delivery across internal teams using Asana and HubSpot, translating performance data into actionable insights.
A digital marketing agency that develops integrated SEO, content, and performance marketing strategies for clients from startups to enterprises. They operate with a remote-first culture and a collaborative cross-functional team.
Own day-to-day client relationships, driving adoption, activation, and value realization for assigned accounts.
Partner with strategic account leadership on renewals, growth opportunities, and executive-level issue resolution.
Lead process improvements, analyze performance metrics, and act as a mentor to elevate the Client Success team.
Heartbeat Health is a virtual-first cardiovascular care company providing telemedicine, diagnostics, and virtual care programs to improve heart health outcomes. The company is remote-first, mission-driven, and fast-paced, with a culture that values diversity, mutual respect, and innovation.
Guide new and existing clients through onboarding via email, phone, and video support.
Manage multiple onboarding projects while providing training and troubleshooting support.
Collaborate with internal teams to drive client outcomes and improve onboarding processes.
ButterflyMX empowers people to automate property access, operations, and security from a single platform. With products in 20,000+ properties, the company is a distributed, primarily remote workforce that values collaboration and innovation.