Manager of Account Management, SmartAsset

• 5+ years of experience in account management, customer success, or client services, with 2+ years in a leadership or supervisory role
• Experience with achieving monthly sales and retention goals
• Proven ability to manage and develop high-performing teams
• Strong communication, negotiation, and conflict resolution skills
• Deep client empathy and a consultative approach to relationship building
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Salesforce, Tableau, Excel and Powerpoint
• Attention to detail; excellent organization and time-management skills

Desirable

• We are seeking a highly motivated and strategic Manager of Account Management to lead a team of Account Managers focused on building strong client relationships, driving customer satisfaction, and maximizing account growth and retention.
• This role requires a blend of people leadership, client strategy, and operational execution to ensure our team consistently delivers high-impact results
• Lead, mentor, and develop a team of Account Managers to meet and exceed performance targets
• Foster a high-performing, collaborative, and client-first culture
• Conduct regular coaching sessions, performance reviews, and team meetings
• Serve as an escalation point for complex or high-priority client issues
• Drive consistency and scalability in client onboarding, communication, and success planning
• Analyze account health and engagement data to proactively mitigate churn risk and improve satisfaction
• Monitor team KPIs (retention, upsells, client satisfaction, book penetration, etc.) and report on performance to leadership
• Develop and refine processes, tools, and reporting to support account management efficiency
• Partner with cross-functional teams (Sales, Product, Marketing, Operations) to ensure client needs are met