Account Representative

About This Role

This Account Representative role focuses on building strong client relationships, serving as a primary contact, and identifying growth opportunities to ensure outstanding service and support for a portfolio of clients.

Responsibilities

• Serve as the primary point of contact for a portfolio of clients or customers
• Build strong, trusting relationships through consistent communication and follow-up
• Understand client needs, challenges, and goals to provide tailored recommendations
• Manage account activity including renewals, updates, product education, and service requests
• Conduct outbound outreach to check in on accounts, gather feedback, and ensure satisfaction
• Track performance metrics, service issues, and growth opportunities in the CRM
• Support new client onboarding by ensuring smooth transitions and clear expectations
• Collaborate with internal teams (sales, operations, support) to resolve issues quickly
• Present product updates, promotions, or new service options to existing clients
• Identify upsell and cross-sell opportunities that align with customer needs

Requirements

• Strong communication skills
• Organized and reliable
• Problem-solver with a customer-first mindset
• Confident presenting products, services, and solutions
• Tech-savvy with ability to learn new tools quickly
• Motivated by hitting targets
• Team player with a positive attitude and strong follow-through

Qualifications

• 1-3 years in account management, sales, customer success, or customer service preferred

Nice to Have

• 1-3 years in account management, sales, customer success, or customer service
• Experience with CRM platforms (HubSpot, Salesforce, Zoho, etc.)
• Background in marketing, SaaS, events, or retail sales

Skills

* Required skills

Benefits