Account Manager

RoundTable Technology; Dallas (TX); Remote; USD 70,000 - 90,000; Full time

Job summary

RoundTable Technology seeks an innovative Account Manager to oversee a portfolio of nonprofit clients. This dynamic role involves engaging with clients, developing strategies for success, and nurturing relationships to maximize the value of our IT services. The ideal candidate will demonstrate exceptional skills in account management and a deep understanding of the nonprofit sector.

Benefits

Long & Short-Term Disability

Life Insurance

401k with Matching

Professional development reimbursement

PTO days & Holidays

Qualifications

• Proven experience in customer success or account management.
• Excellent communication and interpersonal skills.
• Understanding of nonprofit sector and ability to meet with C-Level executives.

Responsibilities

• Engage proactively with nonprofit clients to understand their objectives.
• Cultivate relationships and drive customer retention strategies.
• Manage accounts ensuring timely delivery and satisfaction.

Skills

Customer success

Account management

Communication

Interpersonal skills

Problem-solving

Leadership

Technical aptitude

Customer service orientation

Job description

RoundTable Technology is a growing IT company offering premier managed IT services to nonprofits. We are headquartered in Frisco, Texas with offices and staff in Maine, New York City, Connecticut and the Philippines.

Wanted: Account Manager

Are you ready to join an innovative and dynamic team that is passionate about making a positive impact and helping nonprofit organizations? RoundTable Technology is actively seeking a dedicated and highly motivated Account Manager to join our team. As an Account Manager, you will play a pivotal role in shaping the success and growth of a portfolio of 50-60 nonprofit clients.

Role Overview

In this dynamic role, you will take ownership of the client lifecycle, from working with our onboarding team to welcome new accounts to securing successful renewals. You will serve as a trusted advisor, collaborating closely with non-profit leadership staff(executive directors, operations managers, and IT directors) to understand their unique needs and challenges. Leveraging your exceptional customer focus and deep understanding of our solutions, you will develop and execute tailored strategies to drive client success and maximize the value of our technology services.

Your ability to establish and nurture strong relationships with key stakeholders will be imperative to your success in this role. As the primary point of contact for your assigned portfolio, you will provide proactive partnership, guidance, and best practices to ensure clients understand and maximize the value of our technology services and offerings. Leveraging your exceptional interpersonal and communication skills, you will cultivate long-term partnerships built on trust, transparency, and shared goals, ultimately contributing to RTT revenue expansion.

Primary Responsibilities

• Client Engagement: Proactively engage with non-profit clients to understand their organizational objectives, challenges, and requirements.
• Relationship Building: Cultivate and maintain strong relationships with key client stakeholders, becoming a trusted advisor on technology services and best practices.
• Account Management: Take ownership of client accounts, ensuring timely and successful delivery of our services. Collaborate with internal teams to address client needs effectively.
• Customer Retention: Implement strategies to enhance customer satisfaction, loyalty, and retention. Maintain a Customer Retention Rate of at least 97% for the assigned portfolio.
• Expansion Revenue: Drive revenue growth through upselling and cross-selling opportunities. Identify and capitalize on opportunities for upsell and cross-sell revenue contributing to sustained growth across all accounts.
• Check-in Schedules: Execute established check-in schedules with each client, typically on a monthly basis. Log all client meetings in the system of record weekly as they occur. Provide meeting notes to the client within 48 hours, clearly identifying action items, owners, and expected response times.
• Executive Business Reviews: Establish and maintain a minimum of one annual Executive Business Review with key stakeholders. Produce and assess an Alignment Checklist/Cyber Baseline Report illustrating client progress towards goals and a roadmap for the next steps.
• Collaboration and Communication: Demonstrate a learning mindset and a commitment to personal growth and development by seeking out training opportunities and actively learning. Actively participate in RoundTable Technology’s culture, including demonstrating and modeling our core values.

Qualifications

• Proven experience in customer success, account management, or a related role.
• Understanding of the non-profit sector and its unique challenges.
• Excellent communication and interpersonal skills. Comfortable meeting and communicating with C-Level executives.
• Ability to prioritize and manage multiple tasks while maintaining attention to detail.
• Technical aptitude and the ability to quickly grasp new technologies.
• Strong problem-solving and decision-making skills.
• Strong leadership and mentoring skills, with the ability to guide and support junior team members.
• Ability to work independently and as part of a team, prioritize tasks, and manage multiple projects simultaneously.
• Strong customer service orientation and a commitment to delivering high-quality solutions.

Schedule

This is a salaried position with general hours of 40-45 hours per week; Monday-Friday.

Location

This job is classified as a remote position, but occasional onsite visits to clients in the region are required. Applicants' home location must be in the following region:

• Salary Range: $70,000- $90,000
• Long & Short-Term Disability
• Life Insurance
• 401k with Matching (available after 1 year of employment)
• Reimbursement for professional development and training
• PTO days & Holidays

Success in this role will be rewarded with a competitive salary, incentive plan, and a generous benefits package.

RTT is an Equal Opportunity Employer. All employment decisions shall be made without regard to age (40 or older), race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, pregnancy, citizenship status or any other basis as protected by federal, state, or local law. RTT is committed to providing IT employment opportunities to Women and Underrepresented Minorities in the IT industry.