Account Manager

About this role

Position Summary At MyAdvice , we grow by helping our clients win. As an Account Manager, you’ll own client migration, retention and expansion across a portfolio of medical, dental, and legal practices. Using a diagnostic sales approach, you’ll help clients realize measurable value, demonstrate ROI through business reviews, and identify opportunities to expand their partnership with MyAdvice . You’ll work closely with Client Success, Sales, and Product to advance client goals while contributing directly to our revenue retention and growth targets. Essential Duties Own retention and expansion revenue across an assigned portfolio of medical, dental, and legal practice clients, carrying a revenue target for your book of business. Lead recurring business reviews with practice owners and decision-makers to demonstrate ROI, reinforce value, and uncover upsell, cross-sell, and resell opportunities. Manage renewals proactively, identifying at-risk accounts early and executing save plays well ahead of the renewal date. Apply a structured diagnostic methodology (SPICED) to understand each client’s situation, pain, and goals and connect them to the right MyAdvice solutions. Partner with Sales and Onboarding to understand new clients’ workflows, priorities, and obstacles and set the foundation for long-term growth. Develop joint success plans with CustomerSuccess to ensure clients achieve their marketing and growth objectives while you drive commercial expansion. Build trusted-advisor relationships with practice owners, office managers, and marketing decision-makers. Maintain accurate account, pipeline, activity, and forecast data in HubSpot and Planhat. Work cross-functionally with Product, Marketing, and Customer Success to ensure client feedback is captured, reviewed, and prioritized. Contribute to team performance through knowledge sharing, mentoring, and process improvement. Required Skills 3+ years of B2B account management, customer success, or full-cycle sales experience, ideally serving SMB clients. Proven track record of achieving retention and expansion revenue targets across an owned book of business. Strong verbal, written, and interpersonal communication skills, with the presence to advise business owners and explain marketing concepts in plain language. Working knowledge of digital marketing fundamentals (websites, SEO, paid search, reputation management). Experience working in HubSpot or a similar CRM, with strong data hygiene habits. Strong analytical skills, data-driven thinking, and exceptional project and time management. Preferred Skills Experience with structured sales methodologies (SPICED, Challenger, MEDDPICC). Experience selling to or serving medical, dental, or legal practices. Familiarity with customer success platforms (Planhat or similar) and quoting tools (PandaDoc or similar). Track record of strong net revenue retention in a prior role. Experience reporting on campaign performance, marketing analytics, and client ROI. Qualifications Bachelor’s degree or equivalent combination of education and hands-on experience (preferred). High school education or equivalent High speed internet connection to facilitate a remote working environment Legally authorized to work in the United States Position Details Base Salary: Based on experience and qualifications Incentive Pay: Variable compensation tied to retention and expansion targets Position Type: Exempt; Full-time Schedule: Most common schedule listed below: Monday-Friday (no nights or weekends) business hours based on your time zone For example: 7am-3pm, 8am-4pm or 9am-5pm plus 0-60 minutes for a lunch break per employee preference and manager’s approval During training, you may be required to match your manager’s schedule, after which you can adopt your preferred, approved schedule. Work Locations: This position can be remote, hybrid or in-office depending on candidate preference. We’re hiring for this position based out of our Lehi, Utah office. Travel: May requ

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