Key skills
CRMCommunicationAccount Management
About this role
Role Overview
- Build and maintain strong relationships with clients
- Learn about their goals, industry, and operations
- Spot opportunities for additional support or services, and bring in technical experts as needed
- Lead regular check-ins and schedule QBRs
- Keep client info up to date in our CRM (notes, contacts, opportunities)
- Collaborate with our technical team to ensure smooth service and happy clients
Requirements
- 3+ years in account management, client success, or B2B relationship roles
- Experience working with SMBs (any industry — IT, marketing, consulting, etc.)
- Strong communication and listening skills
- Business acumen — able to connect client goals and challenges with relevant service opportunities
- Organized, dependable, and proactive with follow-up
- Comfortable using CRM and productivity tools (Microsoft 365, HubSpot, ConnectWise, etc.)
- Bonus: familiarity with IT, MSPs, or professional services
Benefits
- Competitive base salary + uncapped commission
- Health, dental, vision, and life insurance
- 401(k) with company match
- Paid time off and holidays
- Training and career development support
- Great team culture where people are known, heard, and appreciated