Strategic Account Manager - Retention & Growth (Remote)

Advice Media; Lehi (UT); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Life insurance

AD&D insurance

Dental insurance

Critical Illness

Unlimited PTO

9 Paid holidays

Maternity leave

Flexible schedules

401(k) with company match

Employee assistance program

Education reimbursement

Mentorship program

Leadership training

Career development

Casual dress

Job summary

MyAdvice is seeking an Account Manager to own client migration, retention and expansion across medical, dental, and legal practices. You’ll use a diagnostic sales approach to demonstrate ROI and drive revenue growth.

You will collaborate with Client Success, Sales, and Product, lead business reviews, manage renewals, and uncover upsell opportunities while maintaining accurate data in HubSpot and Planhat. Remote-friendly with options for hybrid or in-office work from Lehi, Utah, and a clear path

Qualifications

• Minimum 3+ years in B2B account management or customer success.
• Proven track record of meeting retention and expansion targets.
• Excellent communication and ability to advise business owners.
• Solid knowledge of digital marketing fundamentals.
• Experience with CRM systems and data hygiene.
• Strong analytical and time-management skills.

Responsibilities

• Own retention and expansion revenue for a portfolio of clients.
• Lead business reviews to demonstrate ROI and identify upsell opportunities.
• Manage renewals proactively and mitigate risk.
• Apply SPICED diagnostics to align client goals with MyAdvice solutions.
• Collaborate with Sales and Onboarding for new clients.
• Develop joint success plans with Customer Success.
• Build trusted-advisor relationships with decision-makers.
• Maintain data in HubSpot and Planhat.
• Provide feedback to Product and Marketing based on client input.
• Share knowledge and mentor teammates.

Skills

B2B account management

Retention & expansion targets

Communication skills

Digital marketing fundamentals

CRM experience (HubSpot)

Analytical & data-driven

Education

Bachelor's degree or equivalent

High school education or equivalent

Legally authorized to work in the United States

Tools

HubSpot

Planhat

PandaDoc

Job description

MyAdvice is seeking an Account Manager to own client migration, retention and expansion across medical, dental, and legal practices. You’ll use a diagnostic sales approach to demonstrate ROI and drive revenue growth.

You will collaborate with Client Success, Sales, and Product, lead business reviews, manage renewals, and uncover upsell opportunities while maintaining accurate data in HubSpot and Planhat. Remote-friendly with options for hybrid or in-office work from Lehi, Utah, and a clear path