Position Title: Client Account Manager
Department: Sales
Reports To: Vice President, Client Success
Job Type: Full-time, Salary
FLSA Status: Exempt
Overview: The role of the Client Account Manager owns the retention and revenue growth for a portfolio of existing clients. This role will manage the renewal lifecycle, will monetize accounts through increased adoption, will create leverage through enhancement/add-ons, line-of-business expansion and will surface product line cross-sell opportunities. Works with Marketing, Sales, Delivery, Payment Operations, Product and Support to deliver world class customer experience resulting in advocacy of One Inc products. Success is measured through 95% retention, increased MRR, 100%+ portfolio revenue growth, and contract extensions (with exclusivity).
Essential Job Functions & Responsibilities:
- The Client Account Manager is the central point-of-contact for a portfolio of assigned clients post go-live.
- Maintains a thorough understanding of the merchants business and usage of One Inc products and services to identify risks and opportunities.
- Represents voice-of-customer relative to their engagement with the overall One Inc business. Distributes feedback cross-functionally for continuous client experience improvement.
- Maintain regular cadence of client engagement which will include executive and strategic business reviews that occur monthly and/or quarterly.
- Manage renewal lifecycle to identify contract upside and drive toward 100% retention.
- Demonstrate value through each interaction and connect client initiatives and priorities to One Incs current and future roadmap capabilities.
- Maximize feature adoption and generate demand for One Inc product cross-sells and line-of-business expansions.
- Execute adoption monitoring and optimization programs immediately post go-live to ensure total volume and digital payments align with expectations.
- Work with the Marketing, Sales, Payment Operations and Product team to drive engagement and advocacy of One Inc into our customer base.
- Go deep and wide into the install base by establishing top level executive relationships, as well as, operational and technical stakeholders.
Skills & Qualifications:
- Expert relationship management and communication.
- Team player; works collaboratively with all departments to achieved desired results.
- Ability to understand business strategies and translate those to functional and technical stakeholders.
- Working knowledge of insurance industry and/or payment processing standard and trends.
- Ability to travel onsite to customer locations.
Experience & Education:
- Bachelors Degree in Business or equivalent experience.
- Minimum 5 years experience in Account Management, Client Success or other relevant support position(s).
- In-depth understanding of Billing, Policy, and /or Claims within the insurance industry.
- Experience working in fast paced, rapid growth companies or departments.
Desired Traits:
- Growth Mindset, Problem Solver, Demonstrates Ethical Behavior, Leverages Resources, Strong Drive, True Team Player, Supportive & Adaptable to Change, Commitment to Personal & Professional Development.
- Be part of a team devoted to elevating, innovating and growing. We value beauty, agility, expertise, greatness and unity.
Physical Demands:
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Environment: | Standard indoor office setting; exposure to computer screens. |
Physical: | Requires repetitive motion. Substantial movements/motions of the wrists hands, and/or fingers. Sufficient mobility to work in an office setting; stand or sit for prolonged periods of time; operate office equipment including use of a computer keyboard, mouse, scanner and other tools as needed. |
Vision: | See in the normal vision range with or without correction; vision sufficient to read computer screens and printed documents. |
Hearing: | Ability to hear in the normal audio range with or without corrections. |
Company Profile: One Inc provides insurers with the capability to give their customers what they expect: choice, control, convenience, and continuity. That’s the strength derived from the Power of One™ - a cohesive and seamless experience for both inbound and outbound digital insurance payments.
The One Inc Digital Payments Platform combines multi-channel digital communications with electronic payment processing and disbursement, creating a frictionless premiums and claims payments experience. As one of the fastest growing digital payments platforms in the insurance industry, One Inc manages billions of dollars per year in premiums and claims payments.
Headquartered in Folsom, CA—One Inc offers a competitive salary, and benefits including medical, dental, and vision insurance, 401(k) plan, a commitment to a solid work/life balance, and a policy of promoting from within whenever possible.
One Inc is an equal opportunity employer and complies with all EEOC legislation in each jurisdiction it operates in.