Account Manager II

The Account Manager II Client Success serves as the primary liaison for a dedicated portfolio of key DISA clients.

This role is focused on nurturing long-term partnerships with DISA’s largest clients by deeply understanding client needs, driving strategic value, and identifying opportunities to expand services.

The successful candidate will bring a consultative approach to account management, blending client insight, business acumen, and solution-oriented thinking to consistently exceed expectations.

Essential functions, responsibilities:

• Act as the main point of contact for a portfolio of assigned clients, building trust and delivering proactive support and solutions.

• Gain deep insight into each client’s business model, hiring and onboarding processes, goals, KPIs, and workflows.

• Develop and maintain detailed account and project plans that outline objectives, timelines, and progress for each client. Grow the account through Upsells and Cross Selling.

• Serve as a strategic partner to clients by understanding their organizational structures and challenging them to consider innovative solutions.

• Engage with client stakeholders at all levels—from procurement teams to C-suite executives—to identify opportunities and close business.

• Track and analyze sales trends, revenue generation, and potential competitive threats within accounts.

• Consistently meet or exceed defined revenue targets and account growth objectives.

• Ensure that all services provided align with client goals, expectations, and internal KPIs.

• Lead and deliver impactful Quarterly Business Reviews (QBRs), highlighting service value, performance, and recommendations, often onsite and in person.

• Prepare for and follow up on key meetings and engagements including presentations, site visits, and strategy sessions.

• Clearly articulate service offerings, pricing, and processes in a way that resonates with client priorities.

• Proactively identify and resolve systemic issues, including performing root cause analysis and implementing solutions.

• Coordinate with internal and external stakeholders to align on client needs and project deliverables.

• Oversee and follow up on client escalations and open issues related to operations, billing, technology, or customer service.

• Maintain accurate and up-to-date records of account activities, meetings, and communications in CRM (Salesforce).

• Share and implement account management best practices across the team.

• Participate in additional projects and responsibilities as needed.

• Additional duties as assigned.