Account Manager II, Client Success

DISA Global Solutions, Inc.

1d•Hybrid

About The Position

The Account Manager II, Customer Success serves as the primary liaison for a dedicated portfolio of key DISA clients/owners. This role is focused on nurturing long-term partnerships by deeply understanding client/owner needs, driving strategic value, and identifying opportunities to expand services. The successful candidate will bring a consultative approach to account management, blending client insight, business acumen, and solution-oriented thinking to consistently exceed expectations.

Requirements

High School Diploma or GED required, Associate’s degree preferred, or equivalent work experience.
3 - 5 years of experience in strategic Account Management, preferably in the pre-hire screening, background screening, or HR services industry.
Proven success managing complex solutions with senior-level stakeholders, including C-suite executives.
Strong communication, negotiation, and presentation skills.
Ability to build and sustain relationships across all levels of an organization.
Organized, self-motivated, and results-driven, with excellent attention to detail.
Professional demeanor with high business maturity and problem-solving capabilities.
High level of proficiency in Microsoft Office and CRM tools such as Salesforce.
Willingness to work flexible hours and travel occasionally for client meetings or industry events.
Strong business writing practices and analytical skills, including the ability to interpret business and technical documents.

Responsibilities

Act as the main point of contact for a portfolio of assigned clients/owners, building trust and delivering proactive support and solutions.
Gain deep insight into each clients/owner's business model, hiring and onboarding processes, goals, KPIs, and workflows.
Develop and maintain detailed account and project plans that outline objectives, timelines, and progress for each client/owner.
Grow the account through Upsells and Cross Selling.
Serve as a strategic partner to client/owner by understanding their organizational structures and challenging them to consider innovative solutions.
Engage with client/owner stakeholders at all levels—from procurement teams to C-suite executives—to identify opportunities and close business.
Track and analyze sales trends, revenue generation, and potential competitive threats within accounts.
Consistently meet or exceed defined revenue targets and account growth objectives.
Ensure that all services provided align with client goals, expectations, and internal KPIs.
Lead and deliver impactful Quarterly Business Reviews (QBRs), highlighting service value, performance, and recommendations, often onsite and in person.
Prepare for and follow up on key meetings and engagements including presentations, site visits, and strategy sessions.
Proactively identify and resolve systemic issues, including performing root cause analysis and implementing solutions.
Coordinate with internal and external stakeholders to align on client/owner needs and project deliverables.
Oversee and follow up on client/owner escalations and open issues related to operations, billing, technology, or customer service.
Maintain accurate and up-to-date records of account activities, meetings, and communications in CRM (Salesforce).
Share and implement account management best practices across the team.
Participate in additional projects and responsibilities as needed.
Additional duties as assigned.