Envoy Global, Inc. - Account Manager
Responsibilities
• This is a fully remote opportunity open to candidates residing anywhere within the U.S. • As our Account Manager you will be required to: • Monitor personal and team inboxes and serve as the primary day-to-day contact for assigned clients • Build and maintain positive client relationships that reflect Envoy’s commitment to service • Follow the Strategic Account Manager (SAM) direction when communicating priorities, updates, and next steps • Support client meetings alongside legal teams and inform the SAM of key updates, concerns, or changes • Provide timely, accurate, and complete responses to clients and internal partners • Maintain a positive, professional tone and ensure clients feel supported and informed • Respond to client questions related to platform functionality, processes, billing, reporting, IT issues, and other needs within expected response timeframes • Provide accurate and helpful explanations, documentation, and guidance to ensure clients feel supported • Use good judgment to identify when an issue should be escalated to the Strategic Account Manager • Communicate escalations in a timely and clear manner to ensure client concerns are addressed appropriately • Identify and document client concerns, needs, or trends in Salesforce and other shared tracking tools • Communicate key observations to the SAM, legal partners, and Envoy leadership as appropriate • Assist in executing projects with internal teams including Operations Support, Onboarding and Offboarding, Sales, Marketing, Product Support, Finance, and Legal • Help coordinate deliverables, timelines, and quality checkpoints under the Strategic Account Manager guidance • Pull and review client data, including case metrics, expiration tracking, activity levels, surveys, and spend • Provide observations, recommendations, and follow-up actions where appropriate • Set up automated reports in MyReports and coordinate with Operations Support for internal and external reporting needs • Ensure accuracy and clarity in all data shared with clients or internal teams • Maintain clean and accurate client account information across Envoy systems • Conduct regular data reviews and address areas that require updates, corrections, or additional verification • Participate in and occasionally lead client meetings • Provide updates on data, timelines, and deliverables, and document action items for follow-up • Ensure clear, accurate communication throughout all meetings and post-meeting actions • Assist in preparing materials and presenting assigned sections of Annual Business Reviews in partnership with legal teams and the Strategic Account Manager • Support data collection, slide preparation, and follow-up on related action items • Partner with U.S. and global immigration teams to support a unified and coordinated client experience • To apply for this role, you must posses the following specific experience, and skills: • College degree preferred or relevant work experience • 2+ years of experience in account management, customer success, and/or client service roles • Intermediate level proficiency in MS Office Suite • Experience with utilizing online tools to manage and complete work (Salesforce.com, PowerBi, Zendesk, etc.) • Experience in corporate immigration is a plus
Benefits
• This is a fully remote opportunity open to candidates residing anywhere within the U.S. • Notice at Collection for California Applicants:http://www.envoyglobal.com/notice-at-collection-for-ca-applicants • #LI-REMOTE
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