Account Manager
Location: Remote
Reports to: Director of Customer Success
About the Role
We are seeking a proactive, customer-focused Account Manager to manage the full customer journey, from initial onboarding support through ongoing account management and growth. This role is ideal for someone who thrives in a collaborative environment but is equally comfortable working independently.
You will serve as the primary point of contact for your accounts, ensuring customers are supported, engaged, and positioned for long-term success. You will work cross-functionally with Sales, Training, and Marketing to deliver a seamless and high-quality customer experience.
Key Responsibilities
Account Management
- Own and manage a portfolio of customer accounts from onboarding support through renewal
- Serve as the primary point of contact for assigned customers
- Conduct regular virtual customer meetings to review performance, goals, and growth opportunities
- Monitor account health and proactively identify risks or opportunities
- Review customer campaigns and accounts to identify gaps and areas for improvement
- Deliver strategic recommendations to improve customer outcomes and success
Onboarding Support
- Assist with onboarding new customers to ensure a smooth and positive experience
- Partner closely with the Training team to support platform adoption
Cross-Functional Collaboration
- Collaborate with Marketing to identify customer success stories and growth opportunities
- Coordinate with internal teams to resolve customer issues efficiently
- Provide constructive feedback to the internal team based on customer insights
Customer Communication
- Lead customer meetings and presentations
- Manage customer communications via email and other channels
- Maintain timely and professional responses to all inquiries
- Deliver exceptional customer service with a solutions-oriented mindset
Qualifications
- 2+ years of experience in Account Management, Customer Success, or similar client-facing roles
- Experience working with nonprofit organizations or within the nonprofit sector is required
- Understanding of nonprofit fundraising, events, or donor engagement strategies is a plus
- Strong multitasking and organizational skills
- Excellent written and verbal communication skills
- Ability to manage multiple customer journeys simultaneously
- Proven ability to work both independently and as part of a team
- Strong problem-solving skills and attention to detail
- Customer-first mindset with a positive, service-oriented attitude
- Experience with BetterUnite preferred but not required
What We’re Looking For
- A team player who collaborates effectively across departments
- Someone who takes initiative and can work autonomously in a remote environment
- A strategic thinker who can identify opportunities to improve customer success
- Highly organized and able to juggle multiple priorities
- Passionate about delivering outstanding customer experiences
Why Join Us?
- Fully remote position
- Opportunity to directly impact customer growth and success
- Collaborative, supportive team environment
- Meaningful role in shaping customer journeys end-to-end
