Account Manager

W Services Group LLC•Hauppauge, NY

5d•$75,000 - $125,000

About The Position

The Account Manager owns the post-close relationship for W Services Group’s existing account portfolio. The role is responsible for client retention and satisfaction, as well as revenue expansion through joint business planning, strategic upselling and cross-selling, and growth of existing accounts. The Account Manager provides strategic account oversight, partners with clients and service-delivery teams, and proactively manages service quality, renewals, and client needs. The position also maintains account data and reporting across WSG systems, works with Sales Operations, Finance, and operating partners, and supports onboarding and rollout meetings for newly closed accounts. The role may participate in special projects and cross-functional initiatives as assigned.

Requirements

3–5 years of account management or client success experience in B2B services or facilities management.
Proven track record of retaining and growing an assigned book of business.
Strong client communication and relationship-building skills.
Comfort managing contract negotiations and renewal discussions.
CRM proficiency.
National travel as needed, including occasional nights and weekends, in accordance with WSG’s travel policy.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Serve as the strategic point of contact for assigned clients after implementation and handoff from the business development team.
Collaborate with operating partners, including points of contact responsible for account service delivery.
Conduct client check-ins, quarterly and monthly business reviews, annual joint planning, and performance reviews.
Proactively identify and address service issues that could affect client satisfaction or retention.
Develop solutions to client needs in collaboration with operating partners and in line with WSG capabilities.
Manage contract renewals from initiation through negotiation and timely close.
Advocate internally for clients by escalating delivery issues and holding teams accountable.
Attend and follow up on industry events and conferences as required.
Conduct client meetings and prepare presentations and communications.
Conduct joint business planning with clients to identify opportunities and align goals and outcomes.
Identify, pursue, and close upsell and cross-sell opportunities within the existing account base in line with sales goals and target profit margins.
Partner with business development managers on expansion proposals for high-growth accounts during and after handoff.
Engage the Sales Operations Analyst to validate pricing for renewal and expansion deals.
Track and report the expansion pipeline and retention risks in WAVES/WL.
Maintain accurate and current account data across WSG systems.
Review, design, deliver, and present account performance reports prepared by the Sales Operations Coordinator.
Partner with the Sales Operations Coordinator on account data hygiene, work order updates, and field reporting.
Promptly flag NTE issues, invoice discrepancies, and purchase order gaps to Finance and operations teams.
Assist Finance as needed with accounts receivable items, outstanding balances, and client communications.
Participate in internal onboarding and rollout meetings for newly closed accounts.
Participate in assigned special projects or initiatives, adapt to changing priorities, and support cross-functional process and efficiency improvements.