Strategic Account Manager: Retention & Growth (Remote)

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

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