CRM Account Management Lead for Growth & Retention

Accuratebackground; Indiana; On-site; USD 80,000 - 120,000; Full time

Job summary

Accurate Background seeks a Manager of Account Management (CRM) to lead a team responsible for retaining and growing a client portfolio generating under $150,000 in annual revenue. You will translate growth priorities into disciplined client engagement, coach Client Relationship Managers to strengthen product adoption, and ensure execution against revenue, retention, and client experience objectives.

Responsibilities include leading performance management, owning pipeline and expansion, and

Qualifications

• Progressive experience in client success, account management, or related roles.
• Experience leading or coaching a team to hit revenue objectives.
• Familiarity with CRM systems, dashboards, and forecasting tools.

Responsibilities

• Lead, coach, and develop Client Relationship Managers through regular coaching and performance reviews.
• Drive pipeline, upsell, cross-sell, and portfolio expansion by prioritizing accounts and managing opportunities.
• Collaborate with cross-functional teams to advance qualified opportunities and communicate risks and next steps.
• Maintain CRM discipline with accurate records, forecasts, and ownership of next steps.
• Represent client perspective in cross-functional forums and drive customer experience improvements.

Skills

People leadership

Forecasting

CRM systems

Data-driven decisions

Tools

Dashboards

CRM platforms

Job description

Accurate Background seeks a Manager of Account Management (CRM) to lead a team responsible for retaining and growing a client portfolio generating under $150,000 in annual revenue. You will translate growth priorities into disciplined client engagement, coach Client Relationship Managers to strengthen product adoption, and ensure execution against revenue, retention, and client experience objectives.

Responsibilities include leading performance management, owning pipeline and expansion, and