Account Manager
Client SuccessRemote · USFull-time
Account Managers are the steady hand our producer clients feel every week — onboarding, check-ins, pipeline visibility, and making sure appointments keep flowing. You'll own a book of clients and be measured on retention and results, not vanity metrics.
What you'll do
- Onboard new producer clients and set expectations for the first 90 days.
- Run weekly check-ins, review pipeline health, and flag issues before they become churn.
- Coordinate with setters on pacing, territory, and qualification standards per client.
- Own renewal conversations and expansion when a client is ready to grow volume.
What we're looking for
- 3+ years in account management, client success, or producer support.
- Experience in insurance, financial services, or a high-touch B2B service.
- Organized, proactive, and comfortable being the face of the company to clients.
- You'd rather prevent a problem with a call than explain it away in a report.
Sound like you?
We read every application ourselves. A short note about a system you fixed goes a long way.
Apply for this role