Account Manager

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