The Account Manager (AM) is responsible for managing a portfolio of accounts.

This role is responsible for managing client accounts, resolving issues, identifying growth opportunities, and collaborating cross-functionally to ensure seamless service delivery.

Responsibilities:

• Demonstrate a customer orientation that focuses on delighting customers with scalable processes

• Work with the support team in Guatemala to jointly manage escalations, phone calls and training.

• Follow onboarding process for Foundational clients.

• Stay up to date on product/service knowledge to confidently answer client questions and offer relevant solutions.

• Maintain all documentation, videos, articles, etc. up to date and available for Clients.

• Work with the Product team to suggest features that will help Foundational Clients

• Conduct exit-prevention conversations to understand client concerns, reestablish value, and explore solutions that encourage retention

• Identify upsell opportunities by working with marketing

• Manage AR (collect ACH documents)

• Contribute to process improvements and internal initiatives based on client feedback and recurring issues.

• Use good business judgment to determine the appropriate level of investment Inbox should make on specific customers based on current size and potential.

Requirements

• Excellent written and spoken business English
• Great communication skills
• Proficiency in Microsoft Office & Google Drive Products
• Passion for learning new technology, SaaS experience a plus
• Excellent project management skills
• Good interpersonal skills to work across various departments at Inbox Health
• Strong technical knowledge of Inbox Health
• Strategic thinking abilities to help develop and implement new initiatives
• Solid business acumen in order to understand and execute strategies to maximize value for customers and Inbox Health
• Excellent organizational skills
• Driven and self-motivated, experience in a tech start-up environment is a plus
• Critical thinking and problem resolution skills
• Bachelor’s degree