Account Management Specialist

Lcp Tracker • Fenton, MI

1d • Hybrid

About The Position

The Account Management Specialist (AMS) plays a critical support role within the Account Management function by helping drive client retention, revenue growth, and customer satisfaction. Working closely with Account Manager IIIs, the AMS serves as a proactive coordinator and client advocate, helping ensure key account management activities are executed consistently, professionally, and on time. This role is responsible for managing administrative and client-facing account activities, including scheduling meetings, supporting renewal efforts, following up on past-due invoices and account overages, coordinating product demonstrations, tracking upsell opportunities, maintaining CRM records, and assisting with client communications. The ideal candidate is highly organized, customer-focused, detail-oriented, and motivated by helping clients achieve success while supporting revenue-generating activities.

Requirements

• Bachelor's degree or equivalent professional experience.
• 2+ years of experience in customer success, account management, client services, sales support, revenue support, or another customer-facing role.
• Strong organizational and project coordination skills, with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Experience using CRM platforms such as Salesforce, HubSpot, Dynamics, or similar systems.
• Strong attention to detail, follow-through, and accountability.

Nice To Haves

• Experience supporting SaaS, software, or technology customers.
• Experience with contract renewals, invoicing processes, revenue retention activities, or expansion workflows.
• Familiarity with subscription-based business models.
• Experience working with enterprise, government, public-sector, or compliance-oriented customers.

Responsibilities

• Partner with Account Manager IIIs to support a portfolio of client accounts.
• Schedule client meetings, business reviews, renewal discussions, product demonstrations, and follow-up calls.
• Prepare agendas, meeting materials, internal notes, and follow-up communications.
• Maintain regular client touchpoints and follow-up activities on behalf of assigned Account Managers.
• Serve as a responsive point of contact for routine account-related inquiries and coordination needs.
• Track upcoming contract renewals and proactively coordinate outreach activities.
• Support renewal workflows, documentation, internal tracking, and client communications.
• Follow up with customers regarding renewal agreements, signatures, purchasing approvals, and next steps.
• Escalate renewal risks, delayed responses, and client concerns to the assigned Account Manager.
• Identify and document potential upsell, cross-sell, and expansion opportunities based on client activity and Account Manager direction.
• Coordinate product demonstrations and discovery calls for additional products, features, modules, or services.
• Track opportunity progression within CRM systems and help maintain accurate next steps.
• Support proposal preparation, follow-up activities, and internal coordination related to growth opportunities.
• Assist with follow-up communications regarding past-due invoices.
• Monitor account overages and coordinate customer conversations regarding additional usage and billing implications.
• Partner with Finance to help ensure account records, billing contacts, and follow-up notes remain accurate.
• Escalate collection risks, client concerns, or unresolved invoice issues to the appropriate internal stakeholders.
• Maintain accurate account records, contact information, activity logs, opportunity updates, and renewal notes within CRM systems.
• Track key milestones, action items, client commitments, and internal follow-up requirements.
• Generate account activity reports and support management reporting needs as requested.
• Help ensure account documentation remains complete, current, and easy for the broader team to reference.
• Coordinate with Customer Success, Support, Sales, Finance, and Product teams to address client needs and account follow-up items.
• Help ensure smooth execution of client requests, escalations, demos, and account-related handoffs.
• Communicate account status updates, potential risks, and next steps to the broader account team.

Benefits

• Paid Time Off
• 10 Paid Holidays
• Phantom Stock
• 401k Plan with up to 4% company match
• Medical Benefits (Health, Vision and Dental)
• Life Insurance (company paid)
• Long-Term Disability and Short-Term Disability (company paid)
• Employee discounts and perks program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level