Account Management Specialist (Remote - Mexico or Central-Time based)

Role Summary

We are seeking a motivated and customer-focused Account Management Specialist to join our growing team. In this role, you will support client onboarding, manage day-to-day account relationships, and help drive retention and satisfaction across our partner base.

You will work closely with the Account Management team to ensure partners are set up for success while gaining exposure to strategic account management, learning opportunities, and cross-functional collaboration.

What You’ll Do

• Support onboarding for new partners, ensuring smooth implementation and adoption

• Manage a portfolio of small-to-mid-sized accounts with guidance from senior team members

• Respond to partner inquiries and proactively identify opportunities to improve client experience

• Monitor account health metrics and flag risks or expansion opportunities

• Assist with revenue growth initiatives

• Collaborate with product and engineering teams to communicate client feedback

• Maintain accurate CRM documentation and reporting

• Contribute to improving internal processes as we continue to scale

Is This You?

Customer-Oriented Communicator: You build trust easily and communicate clearly and professionally with external partners and internal teams.

Strong Writing Skills: You can craft concise, thoughtful emails and documentation.

Organized & Detail-Oriented: You manage multiple accounts and tasks without things slipping through the cracks.

Goal-Oriented: You are motivated by hitting targets and tracking measurable outcomes.

Fast-Paced: You thrive in a dynamic environment and are comfortable adapting as priorities shift.

Growth Mindset: You are eager to learn, take feedback well, and want to grow into a more senior role over time.

Technical Aptitude: You are comfortable learning new systems and can communicate effectively with product and engineering teams.

Experience: 1–3 years in SaaS account management, customer success, client services, or a related customer-facing role

Account Support Experience: Experience managing smaller accounts or supporting senior team members in a client-facing capacity

Metrics-Driven: Comfortable working toward retention, adoption, and revenue goals

Personal Qualities: Energetic, proactive, highly coachable, and team-oriented