Senior Associate, Account Manager

Jobtailor; Arizona; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced account manager in Arizona to manage and retain ARR clients, understanding their goals and collaborating with internal teams for issue resolution.

The role emphasizes proactive outreach, process creation for account management, and meticulous documentation to ensure client satisfaction.

Qualifications

• College degree or equivalent customer service experience.
• 2–4 years of retirement industry experience preferred.
• Strong time management and organizational skills.
• Proactive attitude and commitment to superior customer service.
• Proficient with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat.
• Attention to detail and accuracy with numbers.
• Highly organized with multiple work streams.
• Self-starter mentality.

Responsibilities

• Be the first point of contact for inbound inquiries.
• Manage and retain relationships with top ARR clients and pooled plans.
• Understand client goals and challenges; collaborate with internal teams to resolve issues.
• Conduct proactive outreach to clients for service improvements.
• Create processes and resources for account management operations.
• Document updates to client accounts.
• Follow up to ensure client satisfaction.
• Communicate in a relatable way to promote trust.
• Support team in handling complaints and providing solutions.

Skills

Customer service

Account management

Time management

Organizational skills

Multitasking

Proactive communication

Education

College degree or equivalent

Tools

Excel

Google Sheets

Word

Google Docs

Adobe Acrobat

Job description

• Manage and retain relationships with top ARR clients & pooled plans
• Understand business goals and challenges of clients
• Collaborate with internal teams to resolve client issues
• Conduct proactive outreach to clients for service improvements
• Create processes and resources for account management operations
• Be the first point of contact for inbound inquiries
• Conduct timely follow-ups to ensure client satisfaction
• Communicate in a relatable way to promote trust
• Support team in handling complaints and providing solutions
• Document updates to client accounts

Requirements

• College degree and/or equivalent customer service experience
• 2-4 years of retirement industry experience, preferred
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Strong time management and organizational skills
• Strong commitment to superior customer service
• Positive and proactive attitude
• Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations
• Highly organized with the ability to manage multiple work streams simultaneously
• Self-starter mentality

Core Competencies

Demonstrates strong account management capabilities with a focus on client relationship retention, proactive communication, and process improvement. Proficient in managing multiple inquiries while ensuring superior customer service and attention to detail.

Highest-signal resume keywords

• Client Relationship Management
• Retirement Industry Experience
• Proficiency in Excel/Google Sheets
• Strong Time Management Skills
• Organizational Skills

ATS Optimization Keywords

Hard Skills

• Account Management
• Basic Calculations
• Process Creation
• Client Documentation
• Service Improvement

Soft Skills

• Positive Attitude
• Proactive Communication
• Team Mentality
• Attention to Detail
• Multitasking Ability

Industry Keywords

• Customer Service
• Client Satisfaction
• Inbound Inquiries
• Complaint Resolution
• ARR Clients

Tools & Technologies

• Excel
• Google Sheets
• Word
• Google Docs
• Adobe Acrobat