Job description

The Willetts Tech Account Manager is responsible for managing new and existing clients, building relationships and helping clients achieve their goals. The successful candidate is an organized project manager, balancing initiatives across many clients.

Account Manager Core Values:

  • Passionate about helping clients succeed
  • Enjoy building relationships
  • Develop an action plan for an account.
  • Communication
  • Establish, build, and maintain strong relationships with clients to build trust
  • Identify revenue opportunities for the clients and the company
  • Collaborate with various departments and team members in order to solve inquiries


  • Establish and build a strong relationship with clients; develop and oversee the account service strategy, including regularly scheduled meetings as agreed upon by the client. Prepare agendas, minutes, deliverable tracking and other project documentation to communicate progress internally and externally.
  • Responsible for all aspects of account management, including: internal communication among departments to deliver an exceptional client experience, communication outside vendors, and management of account data in our CRM.
  • Possess exceptional verbal and written communication skills.
  • Responsible for working with the Sales team to on-board and integrate new clients, build and present proposals.
  • Communicate and follow-up with clients in a timely fashion.
  • Deliver and manage client renewals to ensure client retention, profitability, revenue and client satisfaction objectives are consistent with company goals.
  • Forecast and track key account metrics.
  • Invest in the industry. Grow your knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Excellent organizational skills and documentation are required to be successful in this position.


  • 1-3 years of account management or customer service experience
  • Undergraduate degree (preferably in business, communications, or healthcare) or relevant work experience
  • Proven account management or other relevant experience
  • Basic to intermediate knowledge of the Microsoft Office suite of programs
  • Excellent communication skills (both written and verbal)
  • Excellent listening, negotiation and presentation skills
  • Critical thinking and problem solving skills
  • Self-motivated and able to thrive in a results-driven environment
  • A strong character with a personal passion for professional growth and customer service
  • A positive attitude and a consistent attention to detail'

'Work Remotely

  • Yes