Lead, mentor, and develop a high-performing account management team
Set clear performance goals and provide regular feedback and coaching
Assist Account Managers to initiate and cultivate successful partnerships between Purchasing Power and assigned Clients
Plan and deliver support programs for the Strategic Account Management team and offer guidance on influencing and strengthening performance and partnerships
Optimize and manage business relationships with our largest broker partners to grow Purchasing Power’s client base
Act as the primary point of contact for escalated client issues
Develop and implement partner business plans and account plans strategies to drive client engagement and retention
Meet target revenue and adoption rates while focusing on customer penetration strategies and develop with accounts
Implement process improvements and develop standard operating procedures for account management
Utilize data and analytics to drive decision-making and process enhancements
Collaborate with senior leadership to develop and execute account management strategies
Align account management goals with overall business objectives
Identify upselling and other opportunities with existing accounts to drive revenue growth
Track and report on key performance metrics for the account management team
Provide regular updates to senior leadership on team performance and client satisfaction

Bachelor's degree in Business, Marketing, or a related field or equivalent relevant experience
8+ years of experience in B2B sales or account management, with at least 3 years in a leadership role
Proficient using Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, One Note)
Experience with CRM software (Salesforce) and data analytics tools (Tableau)
Strong leadership and people management skills
Preferred experience working with employee benefit offerings or voluntary benefit insurance programs
Strong understanding of Account Management Best Practices
Proven ability to build and maintain client and partner relationships
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities

Director of Account Management, Customer Success

Key skills