Account Manager II
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Job Description
Remote Account Manager II growing strategic client accounts for DISA Global Solutions, a safety and compliance provider. Driving upsells, QBRs, renewals, and executive stakeholder relationships.
Responsibilities:
- Act as the main point of contact for a portfolio of assigned clients, building trust and delivering proactive support and solutions
- Gain deep insight into clients’ business models, hiring and onboarding processes, goals, KPIs, and workflows
- Develop and maintain detailed account and project plans
- Grow accounts through upsells and cross-selling
- Serve as a strategic partner and identify innovative solutions
- Engage stakeholders from procurement teams through C-suite executives to identify opportunities and close business
- Track and analyze sales trends, revenue generation, and competitive threats
- Meet or exceed revenue targets and account growth objectives
- Ensure services align with client goals, expectations, and internal KPIs
- Lead and deliver impactful Quarterly Business Reviews, often onsite and in person
- Prepare for and follow up on presentations, site visits, and strategy sessions
- Articulate service offerings, pricing, and processes according to client priorities
- Identify and resolve systemic issues through root cause analysis and solution implementation
- Coordinate with internal and external stakeholders on client needs and project deliverables
- Oversee and follow up on client escalations and open operational, billing, technology, or customer service issues
- Maintain accurate account records in Salesforce CRM
- Share and implement account management best practices
- Participate in additional projects and responsibilities as needed
Requirements:
- High School Diploma or GED required; Associate’s degree preferred, or equivalent work experience
- Minimum 3 years of experience in strategic Account Management, preferably in the pre-hire screening, background screening, or HR services industry
- Proven success managing complex solutions with senior-level stakeholders, including C-suite executives
- Strong communication, negotiation, and presentation skills
- Ability to build and sustain relationships across all levels of an organization
- Organized, self-motivated, and results-driven, with excellent attention to detail
- Professional demeanor with high business maturity and problem-solving capabilities
- High level of proficiency in Microsoft Office and CRM tools such as Salesforce
- Willingness to work flexible hours and travel occasionally for client meetings or industry events
- Strong business writing practices and analytical skills, including the ability to interpret business and technical documents
- Ability to work Monday–Friday, 8:00 am–5:00 pm CST
- Travel expected up to 5%, potentially increasing based on business needs
- Ability to meet the stated physical requirements, with reasonable accommodations available
Benefits:
- Personal and Sick Paid Time Off
- 401k with a highly competitive match
- 11 Paid Holidays
- Medical/Dental and Vision
- Group Life Insurance, HSA/FSA
- Employee Assistance Program
- Educational Assistance Program
- Ongoing training through the internal learning and development team
- Monthly appreciation events
- Opportunities for career advancement
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