Account Manager Specialist
About The Position
The Account Management team plays a critical role in delivering exceptional service to clients across Registered Agent, Business Compliance, Formation Services, and related corporate services offerings. As an Account Specialist, you'll serve as a flexible resource that helps ensure continuity of service, supports client retention efforts, and provides coverage during account transitions and team absences. This role offers an excellent opportunity to deepen your knowledge of Registered Agent services, Corporate Compliance, and Client Relationship Management while partnering closely with Account Managers and operational teams across the business.
Requirements
- Experience in account management, customer service, client success, compliance services, corporate services, legal support services, or a related business environment
- Strong written and verbal communication skills
- Ability to build positive relationships with clients and internal stakeholders
- Strong organizational skills and ability to manage multiple priorities
- Excellent attention to detail and follow-through
- Ability to independently research issues and identify appropriate solutions
- Strong customer service mindset and commitment to service excellence
- Proficiency with Microsoft Office applications
- Ability to effectively communicate status updates, resolve issues, and manage competing priorities professionally
Nice To Haves
- Experience within the Corporate Business Services industry
- Knowledge of Registered Agent services
- Experience supporting Business Compliance, Formation Services, corporate governance, or legal entity management activities
- Experience within customer success, account management, or client relationship roles
- SaaS customer success experience
- Experience contributing to process improvements and operational excellence initiatives
Responsibilities
- Providing coverage for Account Managers during vacations, leave periods, and staffing transitions
- Managing routine client inquiries, requests, and service-related issues
- Supporting client communications and maintaining a high level of service continuity
- Partnering with Operations, Service of Process, Document Services, Compliance, and other internal teams to support client needs
- Maintaining accurate client records, account notes, and follow-up activities within required systems
- Assisting with account transitions and client service initiatives
- Supporting retention efforts and helping ensure client expectations are consistently met
- Identifying opportunities to improve processes, efficiency, and client experience
- Developing expertise across Registered Agent services, Business Compliance, and Formation Services offerings
Benefits
- Paid parental leave
- flexible working
- a caring and inclusive culture
- Health and wellbeing rewards
- paid time off
- observed holidays
- medical, dental and vision plans
- 401k matching
- setting aside salary to purchase shares in our company
- tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
- short and long-term disability benefits
- life insurance
- supplemental life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
