Client Success Account Manager - Work Shield : Job Details

Are you a proactive professional who thrives in a dynamic, fast-paced environment and takes pride in delivering exceptional client experiences? Do you excel at cultivating strong relationships, prioritizing your time, and delivering an exceptional client experience? If so, we want to meet you!

At Work Shield, we're on a mission to make workplaces safer by transforming how organizations address harassment, discrimination, and misconduct. Every day, we work to foster integrity, trust, and positive workplace environments. As an Account Manager, you'll report to the Director of Client Success, and you'll play a critical role in managing our valued client relationships, ensuring they receive exceptional service in-line with our reputation. Your work will make a direct impact on employees and employers nationwide.

This in-office position is more than just a client management role – it's an opportunity to work cross-functionally, help shape the future of our Client Success function, and support the growth of our innovative company. You'll oversee various accounts, ensuring every interaction with Work Shield is seamless, impactful, and tailored to client needs. Work Shield is a high growth business that provides ample growth for proactive, hungry candidates that embody an extreme ownership mentality.

What You'll Do

As the Account Manager, you'll:

• Build and nurture relationships across all levels of our client portfolio, from smaller accounts to high-value and marquee clients, delivering a tailored experience that meets each client's unique needs and ensures their satisfaction and success.
• Serve as the primary point of contact for assigned clients, addressing inquiries and ensuring a seamless client experience.
• Oversee onboarding for key accounts, ensuring smooth transitions, successful launches, and high engagement with Work Shield's services.
• Monitor and assess client health, conducting proactive check-ins, identifying opportunities to enhance the client experience, and ensuring long-term satisfaction.
• Resolve escalated issues with a focus on high-touch, personalized service, collaborating with internal teams to provide quick and effective solutions.
• Create and present stewardship reports, offering data-driven insights and customized updates to keep clients informed and engaged.
• Collaborate on growth strategies, working with sales, marketing, and leadership to identify upselling and cross-selling opportunities.
• Advocate for client needs by serving as a liaison with internal teams, ensuring expectations are met and feedback is shared for ongoing product and service improvements.
• Mentor and support junior team members, providing guidance to Client Success Coordinators to help them develop their skills and enhance their impact.
• Support team success by taking on miscellaneous projects and duties as assigned to further enhance client satisfaction and team efficiency.
• Build a scalable service model, allowing the client success capability to grow efficiently through the use of technology and self-help offerings where appropriate.
• Live the values of Work Shield, embodying commitment, respect, collaboration, innovation, and success in every interaction and task.

What We're Looking For

To thrive in this role, you should have:

• 3+ years of experience in client success, account management, or a related field, with a proven ability to manage multiple accounts effectively.
• Strong relationship-building skills and a client-first mindset, ensuring long-term satisfaction and retention.
• Exceptional communication skills, both written and verbal, with the confidence to present to clients and internal stakeholders.
• Proven analytical abilities to create and deliver actionable stewardship reports and insights for key accounts, while ensuring your efforts provide a strong ROI to Work Shield.
• Excellent organizational and problem-solving skills, with a proactive approach to identifying and addressing client needs.
• Experience with CRM software (e.g., HubSpot, Salesforce) and client portals, with the ability to quickly learn new systems.
• A collaborative mindset, working effectively across teams to enhance the client experience.
• A bachelor's degree in business, communications, or a related field.
• Bi-lingual (English/Spanish) is a plus

Compensation and Benefits:

The salary range for people entering this role is up to $90,000 or commensurate with relevant experience and qualifications. This role is also eligible for a discretionary bonus based on individual and organizational performance and goal attainment.

At Work Shield, we believe in providing a well-rounded package that supports both your personal and professional life. Our total rewards package includes a flexible benefits plan and career development programs designed to help you thrive in a diverse and supportive workplace. Here's what we offer:

• Medical, Vision and Dental Insurance (Employer paid)
• Paid Time-Off Program + 13 Company Paid Holidays
• 401(k) Retirement Plan
• Basic Life and Supplemental Life Insurance
• Long-Term Disability
• Gym Membership
• Company Parking
• Professional Development and Learning Opportunities
• On-the-job Training and Skills Development

Employment Type

This is a full-time, in office position. This position is an at-will position. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

Industry

Human Resources/Risk Management/Technology Solutions

Location

Dallas, TX

Travel

On occasion