This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Regional Account Manager is responsible for meeting or exceeding expectations for unit and revenue retention among the TKWW WeddingPro (vendor) base. As the primary business consultants to TKWW’s vendors, the Regional Account Manager is responsible for developing a consultative relationship with a small set of priority accounts. The goal of this relationship is to provide proactive coaching and development with regard to TKWW services to help paying vendors stay on track and see success with our platforms and services, ultimately meeting and exceeding business goals. Responsibilities - Build relationships with key Vendor contacts & consult proactively with Vendors in the SMB/Mid-Market space on how to achieve the best possible results with TKWW products and services. - Maintain ownership and accountability of a regional/territory based book of business to achieve monthly ACV targets. - Directly own Vendor retention by managing manual and auto renewals, handling requests to cancel or downgrade TKWW services. - Champion Vendor sentiment by conducting proactive outreach to assigned book/territory at assigned intervals. - Conduct assigned Regional Account Onboarding to ensure new Vendors start their relationship with TKWW on the right foot. - Share and be “the voice of the vendor” to improve vendor satisfaction and retention. - Remain 100% compliant with all data, record-keeping, and reporting requests. - Consistently meet or exceed stated performance expectations for work quality, quantity, and impact. - Other projects/duties as assigned. Qualifications - 3-5 years of experience in a consultative renewal/retention/expansion/cancellation experience in a SaaS or similar environment. - Can articulate consistent and proven performance against revenue goals and customer performance targets. - Experience owning a smaller, higher revenue/higher impact book of business. - Comfortable with direct accountability for individual and customer outcomes. - Proven influencing and problem-solving skills. - Excellent written, verbal, and virtual/in-person communication & presentation skills. - Thrives in a high-paced and highly collaborative team environment. - Consulting and coaching experience with small, medium-sized businesses. - Quantitative and analytical skills. - Comfortable with change, ambiguity, and decision-making with incomplete information. - Ability to prioritize and stay organized while balancing inbound client requests/questions and outbound expansion sales calls. Benefits - Flexible vacation. - Generous parental leave. - Holistic offerings to support employees' mental wellbeing, physical health, and financial planning. - Engaging perks and discounts. - Support for growth, development, and happiness of our people.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Account Manager is responsible for driving revenue growth by acquiring new customers and expanding relationships with existing accounts within an assigned territory. This field-based role serves our Dallas, Texas and Oklahoma territory, focusing on building strong customer partnerships, identifying new business opportunities, and delivering exceptional customer experiences. - Manages the full sales cycle, including prospecting, relationship development, proposal generation, closing, and post-sale follow-up. - Identifies and pursues new business opportunities while maintaining and growing existing customer relationships. - Builds and maintains a strong sales pipeline and accurately forecasts territory performance. - Develops long-term relationships with customers by understanding their needs and recommending appropriate solutions. - Converts leads into long-term customer relationships through proactive engagement and consistent follow-up. - Maintains regular communication with customers via phone, email, virtual meetings, and in-person visits. - Responds promptly to customer inquiries regarding product features, pricing, purchasing options, and technical support. - Maintains accurate records of sales activities, opportunities, and customer interactions within the CRM system. - Maintains ongoing post-sale engagement to support long-term customer satisfaction and retention. - Participates in sales meetings, product training, and professional development activities. - Collaborates with internal teams to ensure successful customer outcomes. - Travels within the assigned territory to meet with customers and attend industry events, conferences, and tradeshows. Qualifications - 5+ years of successful field sales experience managing a defined territory. - Demonstrated ability to develop strong customer relationships and generate new business opportunities. - Experience managing a sales pipeline and consistently meeting or exceeding sales targets. - Strong account management, relationship-building, and consultative sales skills. - Ability to manage a geographic territory and travel regularly to customer sites. - Valid driver’s license, reliable transportation, and proof of auto insurance. Benefits - Employee Stock Ownership Plan (ESOP): 100% company-funded and designed to grow in value as we succeed together. - Health, Dental, and Life Insurance: Comprehensive coverage to support your well-being. - 401(k) Retirement Plan: With company match up to 6%. - Generous Paid Time Off: Over 20 days annually, plus 10 paid holidays. - Wellness Incentives: Gym reimbursement and healthy living rewards. - Family-Friendly Benefits: Paid maternity, paternity, and adoption leave. - Flexible Spending Accounts: Including dependent care coverage. - Disability Coverage: Long-term and short-term. - Education Support: Tuition assistance for continued learning. - Community Engagement: Paid volunteer time and donation matching.

Job DetailsJob Location: Liberty Newport Beach - Newport Beach, CA 92663Salary Range: $65,000.00 - $85,000.00 Salary/yearThe Liberty Company is one of the fastest growing independent insurance brokers in the nation and we are seeking a talented Employee Benefits Account Manager to support our growing team in California! This is a remote position with a requirement to live in California and have experience in the California employee benefits insurance market. We believe your work should bring you your JOB—the Joy of Being. That means feeling valued, supported, and inspired while doing meaningful work alongside people who care. As we continue to grow, we’re looking for individuals who want to contribute ideas, innovate with purpose, and thrive in an environment where positivity and growth go hand in hand. We support our people with competitive total compensation, comprehensive benefits, generous paid time off and holidays, continued education opportunities, and company-sponsored programs focused on wellness, stress management, and community involvement—because your career and your well-being both matter here. Position Summary: The Account Manager works closely with the Account Executive to ensure the effective delivery of the employee benefits program to large group clients. In this role, you will work closely with clients, carriers, vendors, and the Account Executive to deliver a remarkable client experience that supports their overall business objectives. Essential Duties and Responsibilities Works closely with the assigned Account Executive to provide service support to assigned clients Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concerns Collaborate with the Account Executive and Producer(s) to ensure all benefit related tasks are completed Stay informed on industry regulations and compliance requirements Work closely with clients to ensure ERISA compliance responsibilities are met timely and with accuracy Facilitate broker compliance tasks while indemnifying company risk Investigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfaction Provide clear and concise communication regarding industry updates, policy changes, benefits education, and other relevant information Maintain detailed and accurate records using our internal agency management system, shared file system and other applicable software applications Create employee benefit guides, presentations and other key documents that are client and employee facing Learn and maintain benefit administration platforms as needed Complies with agency management data standards and timing requirements Acknowledge and respond to all client requests timely and professionally Develop and maintain excellent carrier and vendor relationships Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team QualificationsMinimum Qualifications/Requirements: 2+ plus years of group employee benefits brokerage experience Active resident Accident Life & Health License required Deep understanding of ERISA and other compliance regulations as they pertain to group benefit plans Effective communication and presentation skills, both written and verbal, in-person and virtual Demonstrates high level of professionalism and business acumen in all written and verbal communications Experience with MS Office and data management software; benefits administration software highly desired Strong attention to detail, pride of work ownership, ability to work independently and with a team Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills This is a remote position that requires a reliable internet connection and a distraction free working environment Ability to travel for client and prospect meetings as needed Promoting Peace of Mind for All At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together. HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together. *Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role plays a critical part in onboarding, managing, and ensuring the success of our clients. You will work closely with internal teams including production, marketing, and technical teams to deliver a smooth client experience and prevent churn through proactive communication and support. - Consistently monitor client communication on Slack, email, and other CRMs. - Understand customer requirements/concerns and answer questions promptly with clarity and empathy. - Serve as a POC for customers with regard to the client’s advertising and technical needs. - Coordinate between the client and Socioh’s design, production, sales/marketing, and tech teams to ensure that client requirements are met in a timely manner. - Communicate project scope, goals, deliverables, and timelines effectively across teams. - Manage multiple conversations/projects simultaneously, while prioritizing key accounts. - Track progress on all accounts via CRM/account management tools so that tasks are not dropped. - Test and use Socioh’s in-house software to have a deep understanding of our app and how it works with Meta. - Set up ad catalogs for clients in Socioh’s app. - You may be expected to help out with other tasks as needed. Qualifications - 3–5 years of experience in customer success, account management, or client-facing roles. - Experience working with eCommerce clients or in a marketing/advertising agency environment. - Ability to work during US hours (EST/PST). - Excellent written and spoken English, with strong grammar and communication skills. - Strong attention to detail and organizational skills. - Ability to manage multiple clients and projects simultaneously. - Comfortable working in a remote and fast-paced startup environment. - Strong interpersonal skills and a customer-first mindset. - Bachelor’s degree. - Interest in technology, SaaS, or eCommerce platforms. Benefits - Work from Anywhere. - Competitive Salary (USD).