Strategic Account Manager

. Serve as a trusted account manager and primary point of contact for current and new accounts .

Posted 9/25/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

Key responsibilities & impact

Serve as a trusted account manager and primary point of contact for current and new accounts
Input and maintain opportunity, activity, and performance data for pipeline management and strategic account planning
Track and analyze KPIs, call metrics, and partner engagement data
Document outreach, opportunities, and engagement efforts
Maintain detailed records of day-to-day actions and strategic touchpoints
Recruit new business by maintaining a pipeline of active agents and winbacks
Create and implement account plans with short-term and long-term goals
Coordinate with multiple departments and teams to meet objectives
Assess, clarify, and validate customer wants, needs, requirements, and goals
Present weekly breakdowns of tasks, accomplishments, and challenges to the direct supervisor and/or Director
Identify and help develop potential growth opportunities for the program
Professionally represent the platform at trade shows and conferences

What you’ll need

Ability to self-motivate and complete tasks proactively
Proven ability to manage high-revenue accounts and generate referrals from those accounts
Proven ability to consistently hit KPIs
Ability to maintain an organized work environment
Outbound/inbound sales and customer service experience
Excellent communication, interpersonal, and organizational skills, with attention to detail
Ability to attend trade shows and conferences as needed
3+ years of Customer Success/Sales experience on internal business platforms
Knowledge and experience working in the insurance lead industry is a plus
Associate's or Bachelor's degree is a plus

Comp & perks