Tactiq

Account Manager

Tactiq

full-time

Posted on:

Location Type: Remote

Location: Maryland • Virginia • United States

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About the role

  • Own and manage a portfolio of vendor and retail accounts, serving as their trusted advisor and main point of contact.
  • Ensure successful client onboarding and training, tailored to the unique needs of each customer.
  • Drive platform adoption by providing ongoing support, insights, and best practices.
  • Monitor client activity, proactively identifying risks or opportunities for engagement or upsell.
  • Coordinate with internal teams (Product, Support, Customer Care) to address technical issues, feature requests, or process challenges.
  • Track and document all client communications and feedback in the CRM system.
  • Conduct regular account reviews and business check-ins to ensure satisfaction and alignment with client goals.
  • Collaborate with sales and marketing to identify expansion opportunities and support renewals.
  • Manage the annual budget for account and support accounts receivable as needed.

Requirements

  • Must live in VA, DE, or MD
  • 3+ years of experience in account management, client success, or customer-facing roles.
  • Strong communication and interpersonal skills, with a consultative approach.
  • Experience working with or supporting SaaS platforms; knowledge of DSD workflows is a strong plus.
  • Ability to interact with a broad range of clients from frontline employees to Sr. Executives.
  • Comfortable analyzing usage data and turning insights into action plans.
  • Highly organized with strong attention to detail and follow-through.
  • Proficient in CRM tools (e.g., Salesforce, Monday.com) and productivity software (e.g., Google Workspace or MS Office).
  • Advanced knowledge of Excel reporting tools
  • Advanced knowledge of Microsoft Office (Excel, PowerPoint, some Access preferred)
  • Ability to manage multiple accounts and priorities in a fast-paced environment.
Benefits
  • Health Care Plans (Medical, Dental & Vision)
  • 401k plan with company match
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (including time for volunteering) & Public Holidays
  • Generous Parental Leave
  • Short Term & Long Term Disability
  • Training & Development opportunities
  • Work From Home & Flexible work arrangements
  • Wellness Resources
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementclient successSaaS platformsDSD workflowsdata analysisExcel reporting toolsCRM toolsproductivity software
Soft Skills
communication skillsinterpersonal skillsconsultative approachorganizational skillsattention to detailfollow-through