Associate Account Director

Lasso MD; United States; On-site; USD 55,000 - 65,000; Full time

Job summary

Join an innovative firm as an Associate Account Director, where you will play a pivotal role in managing client relationships within the healthcare and dental sectors. This position offers a unique opportunity to drive revenue growth while ensuring high client satisfaction. You'll collaborate with internal teams to deliver tailored solutions and gain valuable experience for future leadership roles. If you're passionate about client success and looking to make a significant impact, this is the role for you!

Benefits

401(k)

Medical Insurance

Vision Insurance

Dental Insurance

Commission (uncapped)

Qualifications

• 2-3 years experience in Customer Success or Account Management.
• Proficiency in MS Excel or Google Sheets for data analysis.
• Strong communication skills for client interactions.

Responsibilities

• Maintain strong client relationships to ensure revenue retention.
• Lead contract renewal processes for long-term partnerships.
• Conduct monthly performance reviews with clients.

Skills

Customer Success

Account Management

Communication Skills

Data Analysis

Upselling Strategies

Education

Bachelor's Degree

Tools

MS Excel

Google Sheets

Metabase

Job description

This range is provided by Lasso MD. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $65,000.00/yr

Additional compensation types

Commission

Direct message the job poster from Lasso MD

As an Associate Account Director at Lasso MD, you will support the management of a book of business (BoB) comprising healthcare and dental industry clients. Your primary responsibilities will include assisting in retaining and growing client revenue, supporting contract renewals, and helping drive overall revenue growth. You will serve as a strategic partner to your clients, gaining a deep understanding of their needs and ensuring that Lasso MD’s solutions deliver tangible value.

This role plays an important part in the continued success and growth of Lasso MD by helping maintain high levels of client satisfaction, supporting exceptional service delivery, and expanding the company’s presence within the healthcare and dental sectors.

This is also a strong stepping stone role for those looking to grow into more advanced positions in strategic account management, client consulting, or enterprise customer success. You’ll gain hands-on experience with client strategy, data-driven performance reviews, and cross-functional collaboration—core skills that will position you well for future leadership roles in the business.

Role Summary

As an Associate Account Director at Lasso MD, you will support the management of a book of business (BoB) comprising healthcare and dental industry clients. Your primary responsibilities will include assisting in retaining and growing client revenue, supporting contract renewals, and helping drive overall revenue growth. You will serve as a strategic partner to your clients, gaining a deep understanding of their needs and ensuring that Lasso MD’s solutions deliver tangible value.

This role plays an important part in the continued success and growth of Lasso MD by helping maintain high levels of client satisfaction, supporting exceptional service delivery, and expanding the company’s presence within the healthcare and dental sectors.

This is also a strong stepping stone role for those looking to grow into more advanced positions in strategic account management, client consulting, or enterprise customer success. You’ll gain hands-on experience with client strategy, data-driven performance reviews, and cross-functional collaboration—core skills that will position you well for future leadership roles in the business.

What Success Looks Like

• High Revenue Retention Rate: Supporting efforts to maintain a 99.5%+ revenue retention rate by building trusted client relationships and helping proactively address needs.
• Revenue Growth: Identifying and acting on upsell and cross-sell opportunities to help expand accounts.
• On-Time Contract Renewals: Assisting in renewal processes to ensure 100% of contracts are renewed without disruption.
• Proactive Account Management: Supporting early issue detection and resolution through consistent communication and client engagement.

Key Responsibilities

• Revenue Retention & Growth: Maintain strong relationships with your clients to ensure consistent revenue retention and identify opportunities for upselling and cross-selling Lasso MD’s services.
• Contract Renewals: Lead the contract renewal process, ensuring a smooth and timely execution while addressing any client concerns to secure long-term partnerships.
• Client Performance Reviews: Conduct monthly performance reviews with each client, providing data-driven insights and recommendations to optimize their experience and outcomes with Lasso MD’s solutions.
• Strategic Account Management: Develop and execute strategic account plans, tailoring solutions to meet each client’s unique goals, and proactively addressing any challenges or opportunities.
• Collaboration & Coordination: Work closely with internal teams, including sales, marketing, and product development, to ensure client satisfaction and alignment with company goals.
• Reporting & Analysis: Regularly report on account performance, revenue metrics, and client feedback, utilizing this data to inform strategic decisions and enhance client relationships.

Required Qualifications

• 2–3 years of experience in Customer Success, Account Management, or similar roles, with a track record of managing client relationships and supporting account growth.
• Familiarity with upselling and cross-selling strategies, with some experience contributing to revenue growth within existing accounts.
• Experience supporting or participating in contract renewals and client retention efforts.
• Demonstrated ability to build and maintain strong client relationships, especially in roles involving regular communication and data-driven performance discussions.
• Proficiency in MS Excel or Google Sheets, with the ability to work with and interpret data.
• Excellent written, verbal, and interpersonal communication skills, with the ability to communicate clearly and professionally across internal and external teams.

Preferred Qualifications

• Background in the dental or healthcare tech industry.
• Background in sales or CS role in the tech industry
• Familiarity with Metabase for creating data dashboards and reports.

Salary & Benefits

• Base: $55,000-$65,000 per year (based on experience and geomarket rate)
• Commission: $12,000 (uncapped)
• 401(k)
• Medical Insurance
• Vision Insurance
• Dental Insurance

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Technology, Information and Internet

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