Account Manager- Client Success
On-siteBirmingham, Alabama, United States
Job Summary
Serve as the primary point of contact for assigned client accounts, building trusted relationships and ensuring successful ongoing program administration. Coordinate internal resources across Sales, Implementation, Member Services, Payroll, and Operations to resolve issues and support client objectives. Conduct regular outreach, routine account reviews, and periodic business reviews to monitor activity, identify risks, and communicate recommendations. Maintain accurate client records in Salesforce and prepare reports as requested. Support implementation and onboarding activities for new clients while facilitating smooth transitions. Partner with cross-functional teams to deliver a consistently positive client experience and contribute to continuous improvement initiatives.
Required Qualifications
- Associate's degree or Bachelor's degree in Business, Communications, Healthcare Administration, Marketing, or a related field; or equivalent professional experience
- Minimum of two (2) years of experience in account management, customer success, client services, healthcare, insurance, benefits administration, or a related client-facing role
- Strong verbal, written, and interpersonal communication skills
- Demonstrated ability to manage multiple priorities and deadlines effectively
- Proficiency with Microsoft Office applications including Outlook, Excel, Word, and Teams
- Strong organizational and problem-solving skills
Desired Qualifications
- Experience using Salesforce or similar CRM platforms
- Experience supporting employer groups, healthcare programs, employee benefits, insurance, payroll services, or related industries
- Experience conducting client reviews, presentations, or business meetings
- Ability to analyze account data and identify service trends
- Experience working in a fast-paced, growth-oriented environment
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