Strategic Account Manager (Dallas, TX)

NOTE: The pay rate for this position is $65,000.00 annually, plus 10% annual bonus potential.

The Strategic Account Manager (SAM) is a key leader responsible for providing the highest level of service to our most valued clients. As trusted advisors and partners, SAMs leverage their expertise to build enduring client relationships and drive profitable outcomes. This role combines autonomy, accountability, and strategic insight to ensure an exceptional client experience, while fostering business growth and retention for AE Perkins. 

Key Responsibilities

• Strategic Account Management Expertise (advanced): Develop and execute customized account strategies, with laser-focus on long-term growth and retention for assigned client groups.
• Leadership and Cross-Functional Collaboration (advanced): Ability to negotiate outcomes that are beneficial to AE Perkins and clients.
• Problem-Solving and Critical Thinking (advanced): Identify opportunities for revenue generation, such as upselling services or introducing new product offerings. Demonstrate superior public speaking skills when presenting AE Perkins.
• Customer-Facing Skills (advanced): Proactively monitor and analyze client performance metrics to identify trends and risks, and take corrective action as needed.

Additional Responsibilities

Client Relationship Building:

• Customer-Facing Skills (advanced): Build and maintain strong relationships with key decision-makers, acting as the primary point of contact for all client needs.
• Presentation Skills (advanced): Conduct regular business reviews (e.g., Annual Business Reviews) to align on goals, performance, and opportunities.
• Problem-Solving and Critical Thinking (advanced): Partner with clients to provide solutions that address their challenges and align with their organizational objectives.
• Cross Department Collaboration (advanced): Act as a client advocate within AE Perkins, ensuring their needs and objectives are met with tailored solutions.
• Cross Department Collaboration (advanced): Partner with cross-functional teams (e.g., Sales, Operations) to ensure alignment on client goals and deliverables.
• Developing Relationships (advanced): Share insights and best practices with colleagues to foster a collaborative and high-performing team environment.

Organizational Skills and Time Management:

• Goal Setting (advanced): Manage client accounts and projects simultaneously, ensuring all deadlines and service-level agreements are met.
• Attention to detail (advanced): Maintain detailed and organized records of client interactions, project updates, and account plans.
• Prioritization (advanced): Prioritize tasks effectively to balance strategic initiatives with day-to-day responsibilities.

Requirements

Requirements:

• Retention and growth-oriented with large case experience (advanced).
• Strong strategic thinking and leadership abilities (advanced).
• Excellent presentation, written, verbal, and organizational skills (advanced).
• Exceptional follow-up, follow-through, and time management (advanced).
• Willingness to set and meet high performance standards (advanced).
• Comfortable with travel and spending time in the field with sellers.
• Thrives in fast-paced, high-pressure environments with excellent multitasking skills (advanced).

CREDENTIALS & EXPERIENCE:

• Bachelor’s Degree, preferred
• 5+ Years Account Management experience, required
• Industry experience and knowledge of business development and specific CDH & Cobra product administration
• Intermediate to advanced Microsoft Excel experience, preferred
• Experience in Benefits Administration, preferred

Benefits

BENEFITS

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield
• ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement
• Bonus Pay - Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly, dependent upon individual and team performance factors.

ADDITIONAL BENEFITS INCLUDE:

• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!