Information Technology & Software
6 Jul
Account Manager
Role Overview: The Account Manager is responsible for owning and growing assigned strategic mid-market and SMB client accounts by driving revenue, strengthening broker and client relationships, and delivering measurable business outcomes. This role serves as the primary account owner and escalation point, representing Purchasing Power at executive levels while acting as a trusted advisor supported by data-driven insights. The Account Manager partners closely with Sales, Sales Enablement, Marketing, Analytics, Operations, and Client Services teams to optimize client and broker experience, ensure contract adherence, and identify opportunities for expansion, upsell, and long-term account growth.Key Responsibilities:Account Ownership & Revenue Growth· Own assigned client and broker relationships, serving as the primary decision-maker for relationship-impacting issues and escalations · Meet or exceed target revenue and revenue-per-eligible metrics for each assigned account · Develop strategic recommendations for continual improvement and expansion of client and broker relationships· Identify, qualify, and execute upsell and expansion opportunities in partnership with brokers and internal teams · Proactively identify and mitigate risks associated with client and broker portfoliosClient, Broker & Executive Engagement · Represent Purchasing Power at executive-level client and broker meetings, stewardships and other virtual events.· Build and expand strong relationships with clients, brokers, and internal stakeholders through frequent communication and engagement · Educate clients, brokers, and consumers on Purchasing Power’s value proposition and program offerings · Provide proactive guidance and training recommendations to clients and broker partners Reporting, Analytics & Insights · Deliver accurate, timely recurring and ad-hoc reporting, including engagement, utilization, campaign performance, and demand impact · Leverage advanced analytical judgment to interpret complex datasets, identify trends, and translate data into clear, actionable insights · Demonstrate strong applied AI proficiency beyond foundational concepts, leveraging AI tools and models to enhance reporting, analytics, forecasting, and insight generation (preferred) · Apply AI-driven analysis to streamline reporting processes, improve data quality, increase productivity, and drive operational efficiency (preferred) · Validate data accuracy and integrity across CRM systems, dashboards, and internal tracking tools · Partner with cross-functional teams to deliver insights that inform strategic decision-making, account planning, and continuous process improvement Stewardship, Marketing & Enablement · Prepare client-ready stewardship decks, executive summaries, QBR materials, and presentations · Develop and execute marketing and promotional opportunities to maximize program effectiveness using broker portals and communication tools · Ensure all deliverables meet quality, branding, and data integrity standards Tools, Process & Continuous Improvement · Utilize Salesforce for account management, activity tracking, and reporting · Leverage Tableau or similar visualization tools to build impactful dashboards and insights · Identify and implement opportunities for automation, AI-assisted reporting, and process optimization· Document account-related processes, policies, and procedures and oversee training for internal stakeholdersRequired Skills & Qualifications: · Bachelor’s degree in business, Marketing, Finance, Analytics, or a related field (MBA preferred) · 5+ years of experience in Account Management or Client Services roles with ownership of client relationships · Proven track record of meeting or exceeding annual revenue goals · Strong financial acumen with analytical and operational expertise · Advanced proficiency in Excel and presentation tools (PowerPoint / Google Slides) · Experience using CRM tools, preferably Salesforce · Excellent executive communication, presentation, and stakeholder management skills · Ability to manage multiple priorities in a fast-paced, client-driven environment Preferred / Nice-to-Have: · Experience in employee benefits, voluntary benefits, or similar programs · Hands-on experience with Tableau or similar BI and visualization tools · High technical acumen to navigate complex internal and external projects · Exposure to B2B, Mid-Market & SMB accounts, or strategic account environments · Experience with automation, AI-assisted reporting, or analytics-driven optimization Behavioural Competencies: · Client-first mindset with strong ownership and accountability · Analytical, structured, and data-driven decision-maker · Proactive problem solver focused on efficiency and continuous improvement · Strong collaborator with the ability to influence across functions· Highly organized, deadline-oriented, and execution-focused