Account Manager

Jobtailor; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor in Houston, TX is seeking an Account Manager to serve as the main contact for assigned healthcare accounts, maintaining strong client relationships and proactive problem solving. You will collaborate with senior staff to execute retention strategies and identify upsell opportunities while supporting virtual demos and revenue growth.

Ideal candidates have 1–2 years in related roles, excellent communication, and strong CRM proficiency, especially GoHighLevel, plus comfort working in a

Qualifications

• 1–2 years in account management or customer service, healthcare preferred.
• Strong communication, problem-solving and detail orientation.
• Proficient in CRM platforms (GoHighLevel preferred) and Microsoft Office.
• Ability to manage multiple accounts in a fast-paced environment.

Responsibilities

• Act as the primary contact for assigned accounts, ensuring engagement and satisfaction.
• Maintain regular client communication, proactively resolving concerns and delivering solutions.
• Monitor account activity and flag retention risks for follow-up or escalation.
• Support retention efforts through proactive engagement and service excellence.
• Collaborate with Senior Account Managers and Directors to implement customer success strategies.
• Identify opportunities for basic upselling and cross-selling with guidance from seniors.
• Assist in virtual sales calls or product demonstrations when necessary.
• Help execute simple account expansion strategies to support revenue growth.
• Keep detailed records of customer interactions using CRM tools (GoHighLevel).
• Communicate client feedback and account trends to leadership.
• Build trust and long-term relationships with healthcare providers in your portfolio.
• Collaborate with internal teams to address client issues and elevate when needed.
• Support creation and execution of customer communication workflows for a seamless experience.

Skills

Account management

Customer service

Communication

Problem solving

Multi-account management

Tools

GoHighLevel

Microsoft Office

Job description

Responsibilities

• Act as the primary point of contact for assigned accounts, ensuring consistent engagement and satisfaction.
• Maintain regular communication with clients, proactively resolving concerns and delivering solutions.
• Monitor account activity and flag any potential retention risks for follow-up or escalation.
• Support retention efforts through proactive engagement and service excellence.
• Collaborate with Senior Account Managers and Directors to implement customer success strategies.
• Identify opportunities for basic upselling and cross‑selling within assigned accounts, with guidance from senior team members.
• Assist in virtual sales calls or product demonstrations when necessary.
• Help execute simple account expansion strategies to support revenue growth.
• Keep detailed records of customer interactions and updates using CRM tools (GoHighLevel).
• Communicate client feedback and account trends to the leadership team.
• Build trust and long‑term relationships with healthcare providers in your account portfolio.
• Collaborate with internal teams to address client issues and elevate when needed.
• Support the creation and execution of customer communication workflows to ensure a seamless experience.

Requirements

• Minimum 1–2 years in account management, customer service, or a related role (healthcare/wellness preferred).
• Strong communication and problem‑solving skills, attention to detail, and customer‑focused mindset.
• Proficient in CRM platforms (GoHighLevel preferred), Microsoft Office, and collaboration tools.
• Ability to manage multiple accounts effectively and adapt in a fast‑paced environment.

Core Competencies

Demonstrates expertise in account management and customer service within the healthcare sector, focusing on client engagement, retention strategies, and effective communication. Proficient in utilizing CRM tools to enhance customer interactions and support revenue growth through upselling and cross‑selling.