Account Manager

MyAdvice; Lehi (UT); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Unlimited PTO

9 paid holidays

Remote/hybrid work options

401(k) with company match

Education reimbursement

Job summary

MyAdvice is seeking an Account Manager in the United States to own client retention and expansion across medical, dental, and legal practices. You will drive ROI through business reviews, manage renewals, and identify upsell opportunities while partnering with Client Success, Sales, and Product to meet revenue targets.

You will build trusted relationships with practice owners and office managers, maintain CRM data, and contribute to process improvements in a remote/hybrid setup based out of

Qualifications

• 3+ years of B2B account management or full-cycle sales experience serving SMB clients.
• Proven track record of achieving retention and expansion targets across a book of business.
• Strong verbal and written communication to advise owners and explain marketing concepts.
• Working knowledge of digital marketing fundamentals (web, SEO, paid search, reputation).
• Experience using a CRM with data hygiene and forecasting practices.

Responsibilities

• Own retention and expansion revenue across an assigned portfolio of medical, dental, and legal practice clients.
• Lead recurring business reviews to demonstrate ROI and uncover upsell opportunities.
• Manage renewals proactively and identify at-risk accounts early.
• Collaborate with Sales, Onboarding, and Product to drive long-term growth.
• Maintain accurate account, pipeline, activity, and forecast data in CRM.
• Contribute to team through knowledge sharing and process improvement.

Skills

B2B account management

Retention & expansion

Communication

CRM experience

Analytical thinking

Education

Bachelor's degree or equivalent

High school diploma or equivalent

Tools

HubSpot

Planhat

PandaDoc

Job description

At MyAdvice, we grow by helping our clients win. As an Account Manager, you’ll own client migration, retention and expansion across a portfolio of medical, dental, and legal practices. Using a diagnostic sales approach, you’ll help clients realize measurable value, demonstrate ROI through business reviews, and identify opportunities to expand their partnership with MyAdvice. You’ll work closely with Client Success, Sales, and Product to advance client goals while contributing directly to our revenue retention and growth targets.

• Own retention and expansion revenue across an assigned portfolio of medical, dental, and legal practice clients, carrying a revenue target for your book of business.
• Lead recurring business reviews with practice owners and decision-makers to demonstrate ROI, reinforce value, and uncover upsell, cross-sell, and resell opportunities.
• Manage renewals proactively, identifying at‑risk accounts early and executing save plays well ahead of the renewal date.
• Apply a structured diagnostic methodology (SPICED) to understand each client’s situation, pain, and goals and connect them to the right MyAdvice solutions.
• Partner with Sales and Onboarding to understand new clients’ workflows, priorities, and obstacles and set the foundation for long‑term growth.
• Develop joint success plans with CustomerSuccess to ensure clients achieve their marketing and growth objectives while you drive commercial expansion.
• Build trusted‑advisor relationships with practice owners, office managers, and marketing decision‑makers.
• Maintain accurate account, pipeline, activity, and forecast data in HubSpot and Planhat.
• Work cross‑functionally with Product, Marketing, and Customer Success to ensure client feedback is captured, reviewed, and prioritized.
• Contribute to team performance through knowledge sharing, mentoring, and process improvement.

Position Summary

At MyAdvice, we grow by helping our clients win. As an Account Manager, you’ll own client migration, retention and expansion across a portfolio of medical, dental, and legal practices. Using a diagnostic sales approach, you’ll help clients realize measurable value, demonstrate ROI through business reviews, and identify opportunities to expand their partnership with MyAdvice. You’ll work closely with Client Success, Sales, and Product to advance client goals while contributing directly to our revenue retention and growth targets.

Essential Duties

• Own retention and expansion revenue across an assigned portfolio of medical, dental, and legal practice clients, carrying a revenue target for your book of business.
• Lead recurring business reviews with practice owners and decision‑makers to demonstrate ROI, reinforce value, and uncover upsell, cross‑sell, and resell opportunities.
• Manage renewals proactively, identifying at‑risk accounts early and executing save plays well ahead of the renewal date.
• Apply a structured diagnostic methodology (SPICED) to understand each client’s situation, pain, and goals and connect them to the right MyAdvice solutions.
• Partner with Sales and Onboarding to understand new clients’ workflows, priorities, and obstacles and set the foundation for long‑term growth.
• Develop joint success plans with CustomerSuccess to ensure clients achieve their marketing and growth objectives while you drive commercial expansion.
• Build trusted‑advisor relationships with practice owners, office managers, and marketing decision‑makers.
• Maintain accurate account, pipeline, activity, and forecast data in HubSpot and Planhat.
• Work cross‑functionally with Product, Marketing, and Customer Success to ensure client feedback is captured, reviewed, and prioritized.
• Contribute to team performance through knowledge sharing, mentoring, and process improvement.

Required Skills

• 3+ years of B2B account management, customer success, or full‑cycle sales experience, ideally serving SMB clients.
• Proven track record of achieving retention and expansion revenue targets across an owned book of business.
• Strong verbal, written, and interpersonal communication skills, with the presence to advise business owners and explain marketing concepts in plain language.
• Working knowledge of digital marketing fundamentals (websites, SEO, paid search, reputation management).
• Experience working in HubSpot or a similar CRM, with strong data hygiene habits.
• Strong analytical skills, data‑driven thinking, and exceptional project and time management.

Preferred Skills

• Experience with structured sales methodologies (SPICED, Challenger, MEDDPICC).
• Experience selling to or serving medical, dental, or legal practices.
• Familiarity with customer success platforms (Planhat or similar) and quoting tools (PandaDoc or similar).
• Track record of strong net revenue retention in a prior role.
• Experience reporting on campaign performance, marketing analytics, and client ROI.

Qualifications

• Bachelor’s degree or equivalent combination of education and hands‑on experience (preferred).
• High school education or equivalent
• High speed internet connection to facilitate a remote working environment
• Legally authorized to work in the United States

Position Details

• Base Salary: Based on experience and qualifications
• Incentive Pay: Variable compensation tied to retention and expansion targets
• Position Type: Exempt; Full‑time
• Schedule: Most common schedule listed below:
  • Monday‑Friday (no nights or weekends) business hours based on your time zone
  • For example: 7am-3pm, 8am-4pm or 9am-5pm plus 0-60 minutes for a lunch break per employee preference and manager’s approval
  • During training, you may be required to match your manager’s schedule, after which you can adopt your preferred, approved schedule.
• Work Locations: This position can be remote, hybrid or in‑office depending on candidate preference. We’re hiring for this position based out of our Lehi, Utah office.
• Travel: May require occasional local or national travel (less than 5% of the time, if at all ).
• Physical Requirements: Prolonged periods sitting at a desk and working on a computer (90% at desk, 10% of time walking); Ability to lift up to 30 lbs and use typical office equipment (computers, keyboards, printer, etc.).

Benefits

• Employer Contributed Plans: Medical, Vision, Life and AD+D Insurances
• Voluntary Plans: Dental, Critical Illness, Accident and Pet Insurances
• Unlimited Paid Time Off + 9 Paid Holidays
• 8 Week Paid Maternity Leave
• Flexible Schedules + Early Out Fridays!
• 401(k) Plan with 50% Company Match (up to 6%)
• Employee Assistance Program (free mental health services, financial/legal consultations and more!)
• Education Reimbursement Program (up to $1,800 annually) and Executive Mentorship Program
• Leadership Training Program: Learn the basics of how to lead a team! Available to all employees.
• Ongoing Personalized Coaching and Career Development
• Casual Dress (non-client facing roles) and Fun Work Environment
• Core Value "Pay It Forward" Initiative, Project Fantastic (client collab) and more!

MyAdvice

"We are going to relentlessly chase perfection, knowing full well we will not catch it, because nothing is perfect. But we are going to relentlessly chase it, because in the process, we will catch excellence." — Vince Lombardi MyAdvice helps medical, dental, and legal practices grow more efficiently. Our Success Center brings marketing, automation, and business insights into one platform so clients can convert more opportunities, improve their operations, and generate measurable returns on their investment.

We’ve spent more than 20 years evolving alongside the practices we serve, from our roots in digital marketing to a broader platform focused on sustainable business growth. We’re building a company for the next stage of that journey, and we’re looking for people who want to help shape it.

Our culture is grounded in grit, accountability, curiosity, and continuous improvement. We set ambitious goals, speak honestly about what’s working and what isn’t, and expect people to take ownership of outcomes. In return, you’ll have room to contribute ideas, develop your skills, and make a visible impact on our clients and our company.

We also believe stronger teams are built from different perspectives and experiences. If the role interests you but you don’t meet every listed qualification, we still encourage you to apply. We care about what you’ve accomplished, how you think, and your willingness to learn.