Territory Account Manager

Role Description and Mission:

The Territory Account Manager (TAM) serves as the primary business owner and strategic partner for a defined portfolio of small-business and emerging clients. The TAM is responsible for the comprehensive management of clients in a defined territory, overseeing commercial retention, operational success, and strategic growth. Unlike roles solely focused on transactional support, the TAM exercises independent judgment to resolve support issues, formulate account strategies, and resolve complex operational challenges within their assigned territory. The individual acts as a full-service consultant, analyzing client needs to prescribe appropriate solutions while collaborating closely with regionally aligned internal teams.

Key Outcomes: 

Client Acquisition & Program Adoption

• Proactively identify client needs within an assigned market to solicit enrollment in relevant products and services.
• Drive successful product activation and sustained adoption among new and existing key accounts.
• Provide training and post-activation support to ensure program success.
• Serve as an account management and program reinforcement resource for the assigned territory or region.

Strategic Relationship Management

• Cultivate and maintain strong relationships with client stakeholders to secure program buy-in and long-term partnership.
• Conduct data-backed business reviews for stakeholders, highlighting achievements and identifying strategic growth areas.
• Analyze client business objectives to recommend and pursue opportunities for cross-selling and upselling solutions.

Operational & Financial Support

• Evaluate and resolve billing discrepancies, assessing the commercial impact of financial disputes.
• Independently authorize credits or negotiate payment terms within established portfolio limits.
• Apply in-depth knowledge of product workflow to provide necessary support.
• Contribute to data reconciliation and audit projects as required.

Skills, Education and Experience:

EDUCATION:  College degree in Business or equivalent work experience is required. Bachelor’s degree in Business Administration, Communications, or a related field is strongly preferred to support the requirement for analytical and commercial discretion.

EXPERIENCE:  2-4 years of experience in Account Management, B2B Consultative Sales, or Client Success. Demonstrated experience autonomously managing client relationships, analyzing data to drive decisions, and phone based selling.

 

ROLE BASED COMPETENCIES (KNOWLEDGE, SKILLS & ABILITIES): 

• Lead Development: Demonstrates a foundational understanding of the sales process; capable of applying pipeline management techniques to cultivate and develop leads.
• Issue Resolution: Approaches daily client challenges with a helpful, solution-oriented mindset; effectively utilizes internal resources to resolve standard issues and knows when to escalate complex or ambiguous problems to leadership.
• Professional Communication: Communicates with clarity and empathy; capable of guiding client stakeholders through standard processes and facilitating constructive conversations regarding program inquiries or billing concerns.
• Data Utilization: Ability to pull, organize, and review standard performance metrics (e.g., usage data, NPS) to monitor basic account health, identify clear trends, and flag potential risks to senior team members.
• Cross-Functional Collaboration: As the internal support department work collaboratively with other departments (e.g., Sales, Product) to ensure the timely and accurate execution of client administrative and operational requests.
• Task Management & Accountability: Takes ownership of daily responsibilities and client deliverables; efficiently manages a high volume of tasks and adapts to workflow changes to support the team's broader activation goals.

WORKING RELATIONSHIPS: The role operates with guided autonomy, escalating complex commercial or operational issues to leadership. It collaborates frequently with internal product, marketing, and sales teams.

Hiring In:

• United States: Arizona, California, Florida, Georgia, Illinois, Massachusetts, Michigan, New Hampshire, New York State, New Mexico, North Carolina, Tennessee, Virginia

The anticipated closing date to submit applications for this role is June 1, 2026. Join our Greenhouse Candidate Portal to track your application status and receive instant alerts for future openings.