Account Operations Manager
A
AuthenticxHealthcare AI SaaS
Candidates must reside in the USAFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- Project CoordinationSaaSHubSpotAccount ManagementCRM
Requirements
- 2+ years of experience in a Client Success, Account Management, project coordination, or post-sales role within a SaaS environment.
- Strong organizational skills managing multiple accounts and competing priorities.
- Demonstrated experience with CRM discipline, including record maintenance and activity logging.
- Professional client-facing communication skills, including writing clear recaps and correspondence.
- Proactive ability to monitor relationship health and escalate risks appropriately.
- Experience in healthcare, AI, or analytics-driven SaaS solutions is preferred.
- Familiarity with HubSpot or comparable CRM platforms is preferred.
- Experience working in a structured post-sales model with defined role separation is preferred.
- Experience supporting QBR preparation, executive meeting logistics, or renewal coordination is preferred.
Responsibilities
- Serve as the primary day-to-day client contact with a same-business-day response SLA.
- Manage scheduling for account activities including weekly syncs, QBRs, workshops, and renewal planning.
- Lead client syncs by preparing agendas, facilitating meetings, and documenting recaps and action items.
- Maintain CRM hygiene including data entry, activity logs, contact management, and account runbooks.
- Monitor client health signals and document risk flags for escalation to the account team.
- Execute QBR logistics end-to-end, including deck control and initial draft preparation.
- Maintain a live task board for account milestones and manage technical issue routing and follow-up.
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