Account Manager

Precoa • Portland, OR

51d • Hybrid

About The Position

You’re a connector and a problem-solver who thrives in motion. You build trust across a variety of colleagues, navigate ambiguity with ease, and love answering, “it depends—here’s why.”
Your communication and multi-tasking skills are top-notch, and you thrive when managing multiple projects at once because you get to connect with a wide variety of people.
If you’re ready to join a collaborative, non‑competitive team with real ownership and variety, this role is for you!
As a crucial link between Field Sales and the Home Office, you’ll operate at the heart of our business model—supporting 4–6 Field Managers and helping steward $50–60M in account volume.
Your day-to-day spans new client onboarding, regional business reviews, lead‑source support, and customer reporting—all while keeping relationships strong and projects moving.
Own a high-impact portfolio: Serve as the right hand to Field Managers; anticipate needs, surface insights, and keep initiatives on track.
Power the engine: Execute new client onboarding, provide quality assurance and make recommendations on how to improve client satisfaction and profitability. You’ll maintain clean, accurate CRM / Salesforce records and account data.
Be the steady supporter: Assist Field Managers in implementation of quarterly regional business reviews as well as operationalizing lead source programs.
Collaborate widely: Partner daily with Regional Managers/Directors and Ops; frequently with Contracting, Marketing & Creative, Analytics, and Ops Analysts.
You’ll have semi-regular domestic travel (approx. 3–4 weeks/year or 3–5 days/quarter) to deepen market knowledge and relationships. No two weeks look the same—there’s always room to work your way, try new approaches, and keep growing.
At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.
If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here.
We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of The Oregonian’s Top Workplaces for 13 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.
Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.

Requirements

• Undergraduate degree preferred (BA/BS in Business Management preferred)
• 3+ years relevant work experience preferred
• Interest and ability to manage a semi-regular schedule of domestic travel (approx. 3-4 weeks per year, about 3-5 days every quarter). Home base near to Portland, OR preferred.
• Proficient technology skills (Salesforce, Google Drive, Office, Word, Excel, Outlook) with the ability and interest to master programs quickly

Responsibilities

• Serve as the right hand to Field Managers; anticipate needs, surface insights, and keep initiatives on track.
• Execute new client onboarding, provide quality assurance and make recommendations on how to improve client satisfaction and profitability. You’ll maintain clean, accurate CRM / Salesforce records and account data.
• Assist Field Managers in implementation of quarterly regional business reviews as well as operationalizing lead source programs.
• Partner daily with Regional Managers/Directors and Ops; frequently with Contracting, Marketing & Creative, Analytics, and Ops Analysts.

Benefits

• Competitive exempt salary based on experience
• Hybrid flexibility: work remotely or from our office, with travel for connection
• 18 days PTO, minimum 6-weeks paid parental leave and 10 paid holidays annually
• Health, Dental, and Vision benefits
• 401k, with company match
• $25,000 AD&D Policy and $25,000 Life Insurance Policy

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level