Account Manager II

DISA Global Solutions, Inc.

1d•$55,000 - $70,000

About The Position

The Account Manager II Client Success serves as the primary liaison for a dedicated portfolio of DISA Global Solutions’ key clients. The role focuses on nurturing long-term partnerships with the company’s largest clients by understanding their needs, driving strategic value, and identifying opportunities to expand services. The successful candidate uses a consultative approach that combines client insight, business acumen, and solution-oriented thinking to exceed expectations. The Account Manager builds trust and provides proactive support, learns clients’ business models and workflows, develops account and project plans, grows accounts through upselling and cross-selling, and partners strategically with stakeholders from procurement through the C-suite. The role tracks account sales trends and revenue, meets growth objectives, aligns services with client goals and KPIs, and leads Quarterly Business Reviews. It also involves preparing for client engagements, explaining offerings and pricing, resolving systemic issues, coordinating stakeholders, following up on escalations, maintaining Salesforce records, and sharing account management best practices. The role is scheduled Monday through Friday, 8:00 a.m. to 5:00 p.m. CST. Travel may be required, expected to be up to 5% and potentially more based on business needs. The position includes occasional walking and standing, sitting for up to eight hours a day, and occasional lifting of up to 15 pounds. Compensation is $55,000–$70,000 annually, depending on experience and other factors.

Requirements

High school diploma or GED, or equivalent work experience.
At least 3 years of experience in strategic account management.
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 strong attention to detail.
Professional demeanor, business maturity, and problem-solving capabilities.
High 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 and analytical skills, including the ability to interpret business and technical documents.

Nice To Haves

Associate’s degree.
Experience in the pre-hire screening, background screening, or HR services industry.
Proven success managing complex solutions with senior-level stakeholders, including C-suite executives.

Responsibilities

Act as the main point of contact for an assigned client portfolio, building trust and delivering proactive support and solutions.
Understand each client’s business model, hiring and onboarding processes, goals, KPIs, and workflows.
Develop and maintain account and project plans that outline objectives, timelines, and progress.
Grow accounts through upselling and cross-selling.
Serve as a strategic partner, understand client organizational structures, and present innovative solutions.
Engage stakeholders at all levels, from procurement teams to C-suite executives, to identify opportunities and close business.
Track sales trends, revenue generation, and potential competitive threats within accounts.
Meet or exceed revenue targets and account growth objectives.
Ensure services align with client goals, expectations, and internal KPIs.
Lead and deliver Quarterly Business Reviews, often onsite and in person, highlighting service value, performance, and recommendations.
Prepare for and follow up on presentations, site visits, strategy sessions, and other key engagements.
Explain service offerings, pricing, and processes in relation to client priorities.
Identify and resolve systemic issues through root cause analysis and implementation of solutions.
Coordinate with internal and external stakeholders on client needs and project deliverables.
Oversee and follow up on client escalations and open operational, billing, technology, or customer service issues.
Maintain accurate account activity, meeting, and communication records in Salesforce CRM.
Share and implement account management best practices across the team.
Participate in additional projects and perform other duties as assigned.