Account Manager

Merrivant Recruitment Group; Florida; On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) with company match

Paid Time Off and Paid Holidays

Job summary

Merrivant Recruitment Group in Palm Beach Gardens, FL, is seeking an Account Manager to serve as the primary relationship owner for a defined client base within Client Success. You will ensure exceptional service, proactive communication, and consultative support while driving engagement, retention, and growth.

The role requires 3+ years in B2B account management, Salesforce proficiency, and the ability to lead trainings and cross-functional coordination.

Qualifications

• Bachelor’s degree or equivalent practical experience in business fields.
• 3+ years of B2B account management or client success with high-volume accounts.
• Proficiency with Salesforce or equivalent CRM for account tracking and reporting.
• Experience delivering client training and go-live sessions.

Responsibilities

• Client Relationship Management: Manage a defined book of business (250–300 accounts) and serve as the escalation point.
• Proactive Outreach & Growth: Address engagement dips, drive retention, and execute upsell motions.
• Training & Enablement: Lead client trainings and go-live calls for new accounts or changes.
• Operational Coordination: Collaborate with QA, Logistics, and Salesforce teams for seamless experiences.
• Mentorship & Leadership: Support and mentor Associate Account Managers and Service Delivery Coordinators.

Skills

Account management

Client success

CRM usage

Retention strategy

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Palm Beach Gardens, United States | Posted on 19/10/2026

Our client is seeking an Account Managerto serve as the primary relationship owner and strategic partner to assigned clients within the Client Success Department. This role ensures clients receive exceptional service, proactive communication, and consultative support while advancing company objectives through engagement, retention, and growth.

• Medical, Dental, and Vision insurance
  
• 401(k) with company match
  
• Paid Time Off and Paid Holidays
  

Key Responsibilities

• Client Relationship Management: Manage and maintain a defined book of business (approx. 250–300 accounts) through routine outreach and engagement. Serve as the primary point of contact for escalations, issue resolution, and client planning.
  
• Proactive Outreach & Growth: Conduct proactive outreach to address volume drops, improve engagement, and drive retention. Identify growth opportunities, execute upsell motions aligned with measurable targets, promote monthly campaigns, and reactivate dormant accounts.
  
• Training & Enablement: Lead client training sessions and support go-live calls for new accounts or service changes. Participate in ongoing training until all role proficiencies are met.
  
• Operational Coordination: Partner cross-functionally with QA, Logistics, and Salesforce teams to deliver seamless client experiences. Document client interactions and resolutions in Salesforce in real time.
  
• Mentorship & Leadership: Support and mentor Associate Account Managers and Service Delivery Coordinators. Act as a trusted advisor, operating with high emotional intelligence, adaptability, and foresight.
  

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Communications, or a related field (or equivalent practical experience).
  
• 3+ yearsof B2B Account Management or Client Success experience managing a high-volume book of business (200+ accounts).
  
• Hands-on proficiency withSalesforce(or equivalent CRM) for account management and tracking.
  
• Demonstrated track record of meeting retention targets, driving account growth/upsells, and handling escalations.
  
• Experience conducting client presentations, training sessions, and go-live calls.
  
• Strong cross-functional collaboration skills (working with operational, QA, or logistics teams).