Director, Account Development
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Job Description
Director of Account Development overseeing client retention, revenue growth, and team leadership. Driving lead generation and strategic business initiatives in remote role.
Responsibilities:
- Oversee and coach Account Managers responsible for maintaining and growing client relationships across SMB and Mid-Market segments
- Develop and implement structured engagement plans (MBRs/QBRs, adoption check-ins) to ensure alignment with client goals and drive long-term value
- Partner with clients to understand and support their short and long-term initiatives
- Ensure consistent forecasting of client activity and revenue at monthly, quarterly, and annual intervals
- Review and ensure documentation of key meetings, action plans, and next steps in the CRM; hold team accountable for timely follow-through
- Lead strategic upsell and cross-sell initiatives in collaboration with Operations and Sales teams
- Serve as the executive point of escalation and lead discussions on client risk, satisfaction, and expansion opportunities
- Work cross-functionally to resolve client issues, support RFP/RFI and due diligence processes, and ensure seamless execution of client-driven requests
- Hire, train, and manage a high-performing team of Account Managers; drive a culture of accountability, collaboration, and client-centricity
- Define and iterate on account segmentation models, coverage strategies, and engagement playbooks
- Set performance expectations, develop KPIs, and conduct ongoing coaching to optimize individual and team outcomes
- Foster team collaboration with Sales, Operations, and Leadership to ensure consistent client messaging and execution
- Develop and execute lead generation strategies to drive pipeline growth and support Account Manager success
- Build outreach campaigns, email cadences, and content that align with segmentation strategies and client profiles
- Manage the creation and deployment of sales collateral, presentation decks, and other client-facing assets to support business development efforts
- Monitor campaign performance, outreach engagement, and conversion data to refine messaging and improve results
- Identify areas to scale demand generation efforts over time, with the goal of building a repeatable, metrics-driven growth engine
- Collaborate cross-functionally with Legal, Compliance, and Executive Leadership to ensure all marketing content and outreach efforts meet regulatory, brand, and strategic requirements
- Guide the development and execution of inside sales strategies to maximize account potential
- Collaborate with Revenue, Compliance, and Operations leadership to ensure full lifecycle alignment across client success and delivery
- Deliver presentations and proposals that reflect client goals, business value, and strategic partnership opportunities
- Ensure consistent, high-quality communication with clients and internal stakeholders at all stages of the account journey
- Own and track performance metrics related to revenue retention, account expansion, lead conversion, and client satisfaction
Requirements:
- 3+ years of experience in account management, client development, or inside sales
- Proven success managing a large client base and driving revenue growth through cross-sell/upsell strategies
- Experience in managing a pipeline and documenting pipeline activities
- Exceptional verbal and written communication skills
- Strong cold-calling and lead generation skills
- Comfortable with daily call goals and weekly/monthly revenue targets
- Ability to build and maintain strong relationships across all levels of an organization
- Deep understanding of client needs with the ability to advocate effectively on their behalf
- High energy, positive attitude, and a growth mindset
- Strong organizational skills and attention to detail
- Experience conducting structured MBRs/QBRs
- Self-motivated, goal-oriented, and results-driven
- Experience in a fast-paced, high-growth B2B environment
- Familiarity with CRM systems and sales enablement tools
Benefits:
- $10,000 in employer-sponsored life insurance
- Health insurance
- 401(k) employer match
- Flexible PTO policy
- Travel-related expenses will be reimbursed
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