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Envoy Global

Account Manager

RemoteUnited States only
Published
Role
Sales
Experience
Mid
$60k–$75k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Account manager with 2+ years in account management, customer success, or client service. Must be US-based and comfortable supporting business immigration clients, client communication, Salesforce-style tools, reporting, and data accuracy.

Core skills

Salesforce.com

Required skills

MS Office SuitePowerBiZendesk

What you'll do

  • 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 direction when communicating priorities, updates, and next steps
  • Support client meetings alongside legal teams and inform the Strategic Account Manager 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 Strategic Account Manager, 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

What they require

  • 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 such as Salesforce.com, PowerBi, Zendesk
  • Preferred: Experience in corporate immigration
  • Strong communication, organizational skills, and attention to detail in a fast-paced environment
  • Candidates must reside anywhere within the U.S.

Benefits

  • Fully remote opportunity
🇺🇸 United StatesImmigration Services

Details

Apply routeGreenhouse
$60k–$75k/yr