Account Manager (Existing Clients)

Greenfield Talent • Naperville, IL

18d • Onsite

About The Position

The Account Manager is responsible for growing an assigned book of existing SMB healthcare and business clients. The role focuses on proactive customer outreach, upselling and cross-selling bundled compliance solutions, generating referrals, and retaining at-risk accounts. The Account Manager manages a large book using a structured outreach plan and is accountable for expansion revenue, book-growth targets, and low churn.

Requirements

• At least 2 years of experience managing a revenue-carrying book of business.
• Documented success growing accounts through upselling and cross-selling.
• Ability to manage a large book with structured weekly outreach.
• Strong relationship-building and consultative selling skills.
• Clear ownership of results and coachability.
• Comfortable working onsite in Naperville, Illinois.

Nice To Haves

• Background in telecom or cable business accounts.
• Background in office technology or managed print.
• Background in payroll, HR, or PEO client success.
• Background in SMB SaaS account management.
• Background in commercial insurance account management.
• Background in healthcare services or supply.

Responsibilities

• Manage a defined book of SMB healthcare and business clients.
• Proactively call customers to add products rather than only responding to inbound service calls.
• Grow revenue through upsells, cross-sells, and multi-product expansion.
• Ask for and secure referrals from satisfied customers.
• Identify and save at-risk accounts through structured retention conversations.
• Conduct regular account reviews and maintain disciplined CRM documentation.
• Meet book-growth targets and maintain low churn.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed