Coordinator, Account Care

Accuratebackground; Thane; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Accurate Background is seeking an experienced Account Manager for the CRM team in a B2B SaaS environment. You will drive client retention, expand revenue, and educate clients on Accurate solutions to improve adoption and outcomes.

The role emphasizes cross-functional collaboration, data-informed decision making, and proactive engagement to identify opportunities within the $0–$150,000 revenue segment.

Qualifications

• Experience in client success, account management, sales, business development, or another client-facing relationship management role.
• Experience in a B2B, SaaS, technology, HR technology, or recurring-revenue environment is preferred.
• Background screening industry knowledge will be added plus.
• Demonstrated ability to build client relationships and identify growth opportunities.
• Experience using CRM systems, client health tools, reporting dashboards, or related client engagement technologies.
• Strong communication, organization, problem-solving, and follow-through skills.

Responsibilities

• Engage with clients in the $0–$150,000 annual revenue segment to identify program gaps, recommend relevant best practices, and build relationships that support retention and growth.
• Identify upsell, cross-sell, and product expansion opportunities based on client needs, usage patterns, and business objectives.
• Partner with Sales to qualify and advance expansion opportunities.
• Maintain accurate and timely opportunity notes, client health indicators, and next steps in CRM systems.
• Understand each client’s business objectives, service expectations, and desired outcomes.
• Increase product adoption by educating clients about relevant Accurate solutions and capabilities.
• Document client goals, risks, product feedback, and opportunities to support proactive account management.
• Coordinate with Customer Service, Account Care, Operations, and Product teams to resolve client issues and achieve positive outcomes.
• Escalate material risks, blockers, and significant expansion opportunities to leadership with clear context and recommend next steps.
• Use client conversations, adoption trends, and market signals to prioritize accounts for targeted outreach.
• Execute account engagement campaigns aligned with defined growth priorities.
• Record client interest, expansion signals, and sales-qualified opportunities in the CRM systems.
• Represent the client’s perspective by sharing actionable feedback with Product, Operations, Client Service, and leadership.
• Establish clear ownership and accountability for client issues requiring cross-functional support.
• Promote alignment across client-facing teams to deliver consistent, professional client experience.

Skills

Client relationship management

Upsell & cross-sell

Product adoption

Communication

Cross-functional collaboration

Data-driven decision making

Problem solving

Organization

Follow-through

Sales support

Tools

CRM systems

Reporting dashboards

Client health tools

Job description

When you join Accurate Background, you’re an integral part of making every hire the start of a success story. Your contributions will help us fulfill our mission of advancing the background screening experience through visibility and insights, empowering our clients to make smarter, unbiased decisions.

Job Description:

**This role is for CRM team (Account Management) **

Growth

• Engage with clients in the $0–$150,000 annual revenue segment to identify program gaps, recommend relevant best practices, and build relationships that support retention and growth.
• Identify upsell, cross-sell, and product expansion opportunities based on client needs, usage patterns, and business objectives.
• Partner with Sales to qualify and advance expansion opportunities.
• Maintain accurate and timely opportunity notes, client health indicators, and next steps in CRM systems.

Client Success & Value Realization

• Understand each client’s business objectives, service expectations, and desired outcomes.
• Increase product adoption by educating clients about relevant Accurate solutions and capabilities.
• Document client goals, risks, product feedback, and opportunities to support proactive account management.
• Coordinate with Customer Service, Account Care, Operations, and Product teams to resolve client issues and achieve positive outcomes.
• Escalate material risks, blockers, and significant expansion opportunities to leadership with clear context and recommend next steps.

Sales Support & Whitespace Development

• Use client conversations, adoption trends, and market signals to prioritize accounts for targeted outreach.
• Execute account engagement campaigns aligned with defined growth priorities.
• Record client interest, expansion signals, and sales-qualified opportunities in the CRM systems.

Cross-Functional Collaboration

• Represent the client’s perspective by sharing actionable feedback with Product, Operations, Client Service, and leadership.
• Establish clear ownership and accountability for client issues requiring cross-functional support.
• Promote alignment across client-facing teams to deliver consistent, professional client experience.

Experience

• Experience in client success, account management, sales, business development, or another client-facing relationship management role.
• Experience in a B2B, SaaS, technology, HR technology, or recurring-revenue environment is preferred. Background screening industry knowledge will be added plus.
• Demonstrated ability to build client relationships and identify growth opportunities,
• Experience using CRM systems, client health tools, reporting dashboards, or related client engagement technologies.
• Strong communication, organization, problem-solving, and follow-through skills.

Core Competencies

• Results orientation and ability to achieve assigned upselling goal
• Client relationship management
• Whitespace identification and opportunity qualification
• Product adoption and client education
• Cross-functional collaboration
• Data-driven decision-making
• Professional communication
• Client advocacy and problem resolution

Success Measures

• Achievement of assigned pipeline and revenue targets.
• Quantity and quality of outbound client engagement and discovery activity.
• Number and value of qualified upsell, cross-sell, and expansion opportunities created and advanced.
• Accuracy, completeness, and timeliness of client and opportunity records in the CRM system.

Role Mission

• Drive client retention, product adoption, and revenue expansion across the $0–$150,000 client segment by identifying growth opportunities and helping clients realize measurable value from Accurate’s solutions.

The Accurate Way:

We offer a fun, fast-paced environment, with lots of room for growth. We have an unwavering commitment to diversity, ensuring everyone has a complete sense of belonging here. To do this, we follow four guiding principles – Take Ownership, Be Open, Stay Curious, Work as One – core values that dictate what we stand for, and how we behave.

Take ownership.

Be accountable for your actions, your team, and the company. Accept responsibility willingly, especially when it’s what’s best for our customers. Give others every reason to trust you, believe in you, and count on you. Rise to every occasion with your personal best.

Be open.

Be open to new ideas. Be inclusive of people and ways of doing things. Make yourself accessible and approachable, and communicate with genuineness, transparency, honesty, and respect. Embrace differences.

Stay curious.

Stay curious even asyou move forward. Tirelessly ask questions and challenge the status quo in your pursuit ofnew ideas, ways to solve problems, and to continually grow and improve.

Work as one.

Work together to create the best customer and workplace experience. Put our customers and employees first—before individual or departmental agendas. Make sure they get the help they need to succeed.

Equal opportunities

Accurate is an equal-opportunity employer and is committed to hiring talented and qualified individuals with diverse backgrounds. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Accurate will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.

You must have a right to work in Australia indefinitely that does not involve sponsorship by the Company.