Client Account Manager

Since 1927, the bank has grown through more than a dozen acquisitions. Most lenders have lived in the area for decades and know their borrowers.

Position summary

The Client Account Manager manages a book of existing customers, renews their contracts and grows revenue through upsell and cross-sell. Chestnuttrack is hiring an account manager for the operations group. Pay is base plus quarterly bonus tied to renewals and growth. You can work from home anywhere in the US. We have no office requirement. Hours are flexible, with one short team call each morning.

Your responsibilities

• Identify upsell and cross-sell opportunities and work them through to close.
• Coordinate with customer success and support on at-risk accounts.
• Run quarterly business reviews covering usage, spend and upcoming needs.
• Forecast renewals and expansion revenue monthly.
• Escalate service issues internally and follow them to resolution.
• Report monthly on retention, churn risk and open pipeline.
• Resolve billing disputes with finance and keep the customer updated until closed.

Required qualifications

• Proficient in Salesforce or a comparable CRM.
• Bachelor's degree in business or a related field, or equivalent experience.
• Willing to travel up to 25%.
• Valid driver's license.
• Clear written and verbal communication.
• Experience owning revenue targets for existing customers.
• Solid Excel skills for pricing and account analysis (VLOOKUP, pivot tables)

The salary range for this role is $96,000 - $127,000 annually. This range reflects base salary only.

Why work with us

• Health savings account (HSA) with employer contribution.
• 401(k) with company match.
• Paid parental leave.
• $1,000 home office setup budget.

EOE. We participate in E-Verify.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Chestnuttrack.