Account Manager
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Job Description
Account Manager ensuring client satisfaction through effective matchmaking service. Managing active client relationships and conducting detailed research for high-quality matches.
Responsibilities:
- Own client satisfaction from onboarding through successful match outcomes
- Maintain detailed tracking of client plans, cadence, preferences, and match history
- Ensure profiles are delivered on time based on each client’s package
- Send regular check-ins and feedback surveys
- Proactively address concerns before they escalate
- Update client profiles as preferences evolve
- Conduct in-depth research on potential matches for active clients
- Create shortlists of high-caliber matches using AI tools such as Claude
- Assess compatibility and alignment beyond surface-level criteria
- Send curated profiles to clients in the founder’s voice via messaging platforms
- Send feelers to potential matches to confirm interest and availability
- Refine match criteria based on feedback and outcomes
- Help refine and document matchmaking SOPs
- Identify inefficiencies or bottlenecks in the client journey
- Maintain readiness checklists for active customers
- Track match outcomes including scheduled dates and feedback
- Support creation of dashboards to monitor performance metrics
Requirements:
- 2+ years of experience in account management, client success, operations, or service delivery roles
- Strong written English with the ability to communicate in a consistent brand voice
- Experience using AI tools such as Claude, ChatGPT, or similar for research and analysis
- Exceptional organization and attention to detail
- High emotional intelligence and strong interpersonal judgment
- Ability to manage multiple active clients simultaneously
- Self-directed work style with strong ownership
- Availability to respond to some client communication during evening hours EST when needed
Benefits:
- Up to **14 days** of Paid Time Off annually (starting Day 1)
- Observance of **Holidays** per company guidelines
- **100% remote setup** so you can work wherever you’re most productive
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