Account Manager

CFS; Fresno (CA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

CFS in Visalia, CA is seeking an Account Manager to act as a strategic partner for school districts and educational organizations, guiding program processes and financial outcomes through collaborative client support.

This hybrid role involves onboarding clients, strengthening relationships with key stakeholders, delivering training on service logging and compliance, and analyzing client participation to maximize reimbursement; travel to client sites is required.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• 1-3 years of customer service, account management, or related experience.
• Proficiency with Microsoft Office and Google Workspace.
• Ability to travel to client sites, trainings, conferences, and company meetings as needed.
• Ability to work in a hybrid environment, including at least two days per week in the office.

Responsibilities

• Onboard new clients and establish expectations around program processes and best practices.
• Manage and strengthen relationships with key client stakeholders.
• Conduct virtual and in-person client meetings to provide program updates, guidance, and compliance support.
• Deliver training on service logging, program administration, reporting requirements, and compliance standards.
• Analyze client participation and performance to identify opportunities for increased reimbursement and program success.
• Serve as an escalation point for client concerns and support issue resolution.

Skills

Customer service

Account management

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Google Workspace

Job description

Salary: $80,000-100,000

• Serve as a strategic partner to school districts and educational organizations, influencing program success and financial outcomes.
• Gain visibility with key stakeholders and leadership teams while building long-term client relationships.
• Enjoy a hybrid work environment out of Visalia, CA with a blend of office collaboration and remote flexibility.
• Join a company known for industry-leading client support and personalized service.
• Develop expertise in highly specialized reimbursement and compliance programs.
• Receive ongoing exposure to industry trainings, conferences, workshops, and regulatory updates.
• Work in a collaborative culture centered on respect, accountability, integrity, and heartfelt service.
• Play a meaningful role in helping educational organizations optimize resources and funding opportunities.
• Expand your professional knowledge through continuous learning and regulatory program development.
• Partner with internal subject matter experts while developing consultative account management skills.

Why This Opportunity Stands Out

• Serve as a strategic partner to school districts and educational organizations, influencing program success and financial outcomes.
• Gain visibility with key stakeholders and leadership teams while building long-term client relationships.
• Enjoy a hybrid work environment out of Visalia, CA with a blend of office collaboration and remote flexibility.
• Join a company known for industry-leading client support and personalized service.
• Develop expertise in highly specialized reimbursement and compliance programs.
• Receive ongoing exposure to industry trainings, conferences, workshops, and regulatory updates.
• Work in a collaborative culture centered on respect, accountability, integrity, and heartfelt service.
• Play a meaningful role in helping educational organizations optimize resources and funding opportunities.
• Expand your professional knowledge through continuous learning and regulatory program development.
• Partner with internal subject matter experts while developing consultative account management skills.

Key Responsibilities For The Account Manager

• Onboard new clients and establish expectations around program processes and best practices.
• Manage and strengthen relationships with key client stakeholders.
• Conduct virtual and in-person client meetings to provide program updates, guidance, and compliance support.
• Deliver training on service logging, program administration, reporting requirements, and compliance standards.
• Analyze client participation and performance to identify opportunities for increased reimbursement and program success.
• Serve as an escalation point for client concerns and support issue resolution.

Qualifications For The Account Manager

• Bachelor's degree or equivalent combination of education and relevant experience.
• 1-3 years of customer service, account management, or related experience.
• Proficiency with Microsoft Office and Google Workspace.
• Ability to travel to client sites, trainings, conferences, and company meetings as needed.
• Ability to work in a hybrid environment, including at least two days per week in the office.
• Knowledge of compliance, training, client support, or reimbursement-related programs is preferred.