Account Manager II, Client Success

DISA Global Solutions, Inc.

70d • $70,000 - $85,000

About The Position

The Account Manager, 2 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.

Benefits

• Competitive pay
• Robust benefits package
• Opportunities for career advancement
• Monthly appreciation events
• Internal learning and development resources for continuing education and training

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees