Sr. Account Manager

Posted April 12, 2022 / Apply button is at bottom of this page

Role Mission

To provide efficient service and support to our clients (CEOs, Founders, other heads of organizations, and their teams) while coordinating with sales, client services, and finance for seamless product (1:1 coaching, Forums, team facilitation, and speaking) delivery.

Who we are

CLG’s mission is to support the expansion of conscious leadership in the world. We support organizational leaders, then their circles of influence, who are visionary pioneers in leadership. To fulfill our mission, we create and provide products, tools, and education to enable sustainable transformation - first individually, then collectively.

Who you are

A person who loves working with people, is detail oriented, and is devoted to providing exquisite service. You enjoy collaborating and building relationships while also being comfortable with leading as needed to bring efficiency and clarity to your projects. You are efficient, with a warm style, have a high EQ and are interested in personal growth and development.

Position Summary

The Senior Account Manager is an essential team member and leader supporting Client Services, our coaches, and the overall client experience. This position is responsible for the administrative support that makes delivery of CLG programs and services possible. The Account Managers at CLG will ensure both clients and CLG have accurate and complete information with respect to programs and services, scheduling, content, and client payment status. This position provides efficient client service by partnering closely with a set group of coaches to deeply know and support their clients. In addition to these standard account management responsibilities, the Sr. Account Manager will hire, train, and manage junior AM staff. The Sr. Account Manager will report to and collaborate with the Director of Client Services.

The Role

• The ideal candidate for this position understands the client experience is made exquisite in the details and finds joy in taking responsibility for them.
• Support assigned coaches with scheduling, record keeping on Hubspot, and technical support for virtual events on Zoom as needed.
• Train and onboard junior AM staff.
• Support the onboarding of new coaches.
• Manage dissemination of content to clients to support programs. This will include setting up email campaigns and managing surveys.
• Partner with Sales to onboard new clients.
• Write proposals and prepare contracts for existing clients in support of assigned coaches.
• Review and approve proposals and contracts written by junior AM staff.
• Partner with Operations to support accuracy in billing and respond to client billing inquiries.
• The Sr. Account Manager will be on the “front lines” with coaches and clients. This role will be responsible for identifying any issues impacting the client experience, communicating them to the appropriate staff partners, and supporting the solution process.
• Partner with Operations and Client Services to develop and formalize Standard Operating Procedures (SOPs).
• Partner with Marketing to ensure coach-led initiatives are promoted via appropriate channels.
• Monitor and report on coach-specific KPIs.
• Other project work as identified in support of the above workflow.

Experience and Background

• 6-8 years experience in a similar role
• You have meaningful client-facing experience and significant project management experience
• Familiar with software: Mac IOS, Asana, Hubspot, G Suite, and Quickbooks or other billing software

Specifics

• Full-time, 100 percent virtual, exempt
• Hours: Monday-Friday 9am-5pm PST
• Flexible vacation and sick time
• Opportunities for personal and professional development

Compensation

• Range: $85,000 to $90,000
• Salary based on education, skills, and experience