Strategic Account Manager — Client Success & Retention

Transitions Group

Lafayette (LA)

On-site

USD 60,000 - 90,000

Full time

3 days ago
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Job summary

NetEffect is seeking an Account Manager in Lafayette, LA to proactively manage client relationships across sales, services, and projects, ensuring timely responses and accurate quotes. You will be the primary point of contact for assigned accounts, develop relationships with key decision-makers, advocate for client needs, and coordinate with internal teams to deliver value.

The role emphasizes clear communication, problem solving, and data-driven follow up, with a focus on client satisfaction,

Responsibilities

  • Proactively manage client relationships for sales, services, projects, and opportunities now and in the future.
  • Serve as the client’s point person for assigned accounts by working jointly with the Outside Sales rep on new client hand-offs and managing service project requests.
  • Proactively work to develop strong relationships with the key client decision-makers.
  • Gather client feedback and provide it to internal departments to enhance the quality of service as well as recommendations to add products or services.
  • Ensure clients’ needs and requests are satisfied on a timely basis.
  • Prepare for client discussions by understanding a client’s business, key decision makers, and current product or solution gaps before conducting unique touches or a formal business review.
  • Conduct business review sequences based on defined account segments to evaluate clients’ business needs. The AM should translate those needs into solutions supporting the client’s business goals and objectives.
  • Oversee the development of project and product quotes, pricing, and availability by working with internal teams to provide complete information to provide the client with an accurate and timely estimate or quote.
  • Promptly respond to calls and emails from clients, including answering questions problem-solving, and quarterbacking issues resolution or escalation with proper company resources.
  • Inform management of client retention risk through the CODE RED program. This includes developing a client cure plan in conjunction with the services team.
  • Accurate and timely submission of internal reports and required paperwork to management as directed.
  • When appropriate, as you identify “raving fans,” work to get referrals through the referral program and identify TCP case studies for our marketing team.
  • Attending weekly meetings and training as defined by the manager.

Job description

NetEffect is seeking an Account Manager in Lafayette, LA to proactively manage client relationships across sales, services, and projects, ensuring timely responses and accurate quotes. You will be the primary point of contact for assigned accounts, develop relationships with key decision-makers, advocate for client needs, and coordinate with internal teams to deliver value.

The role emphasizes clear communication, problem solving, and data-driven follow up, with a focus on client satisfaction,

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