Digital Transformation Client Success Account Manager
MetaSource
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, Florida, Idaho, Illinois, Iowa, Kentucky, Louisiana, Maine, Minnesota, Missouri, Montana, New Hampshire, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia, Wisconsin • 🇺🇸 United States
Serve as the primary day-to-day contact for assigned digital transformation accounts, responding quickly to client requests and issues
Coordinate with internal teams (technical, implementation, support) to ensure timely delivery of services and solutions
Monitor client usage of intelligent document capture, content services, and automation solutions to ensure adoption and effectiveness
Track and report on project milestones, deliverables, and status updates for active client engagements
Prepare and deliver recurring account updates, usage reports, and meeting summaries to keep clients informed and engaged
Identify and escalate client concerns, risks, or service gaps to ensure quick resolution and client satisfaction
Support contract renewals, change requests, and documentation by gathering information and coordinating approvals
Assist in uncovering incremental growth opportunities by identifying areas where additional services or enhancements could benefit the client
Requirements
Bachelor’s degree in business, information systems, or a related field plus 4+ years of experience in Client Success, Account Management, or Project Management
Additional experience can substitute formal education
Strong interpersonal and communication skills, with the ability to coordinate across multiple stakeholders and manage client expectations
Highly organized with strong attention to detail, capable of managing multiple priorities and projects simultaneously
Proficiency in Microsoft Office, CRM software (like Salesforce or HubSpot), and project/task management tools (like Asana)
Benefits
Employment is contingent upon completing and passing a background check and drug test
MetaSource is an equal opportunity employer
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