Account Manager/CSR managing new and renewal insurance accounts in a hybrid US role with flexible work options. Responsible for maintaining relationships with coworkers and carriers.
About the role
- Account Manager driving client success and retention through consultative relationships and upselling for B2B coaching platform. Join a team focused on innovation and growth in the corporate environment.
Responsibilities
- Driving success and retention: With a consultative approach, you are instrumental in helping our clients achieve their goals, maximize their ROI with our platform, and ensure every interaction leaves them delighted and empowered. You are able to communicate strategic impact with executives and all levels of the client’s organization.
- Building relationships: Your knack for building rapport will be put to the test as you become the go-to contact for our valued clients, fostering strong, long-lasting partnerships.
- Innovation and growth: You identify upsell opportunities and collaborate closely with our sales team to drive revenue and expand our reach. You will participate in product development to increase client impact.
- Become the go-to point of contact and advisor for your clients.
- Advise clients on their people development strategy to meet business objectives
- Onboard new customers by facilitating demos and training around the product.
- Actively monitor customer engagement. Regularly review data and analysis with clients to identify strategies to optimize engagement and meet their business goals.
- Create and lead quarterly and annual business strategy reviews with each client.
- Unlock upsell opportunities to optimize impact for the client.
- Collaborate and share customer insights cross-functionally with Marketing, Product and Sales to drive growth.
Requirements
- Verbal and written native fluency in English
- A minimum of 4 years’ experience in Account Manager roles with enterprise clients.
- Experience developing relationships with multiple stakeholders within clients.
- Strong business acumen and fluency in business jargon.
- Experience as a freelancer or working in a start-up.
- Experience using CRM (HubSpot preferred), with an understanding of utilizing technology platforms to drive automation and scalability.
- Spot opportunities for growth and development in accounts.
- Strong ability to set, meet, and exceed KPIs and performance goals.
- Great judgment.
- You have an entrepreneurial mindset and are autonomous
- You’re able to work in an environment with limited structure and processes
- You’re excited to tackle new challenges head-on
- You’re extremely curious
- New opportunities and potential challenges excite you
- You have a bias for action—you're a doer
- You’re open, trustworthy, and committed
- You’re a team player
Benefits
- €40,000-60,000 + commission + equity.
- Hybrid - mandatory 3 days/week in Lisbon office.
- Plenty of room for growth as our ambitious team grows too.
- Access to your professional coach via our app.
- Regular training and development.
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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