Account Management Specialist

Account Management Specialist

Company Summary

LCPtracker Inc. is a cloud-based software (SaaS) provider specializing in labor compliance for public works construction offices in New Braunfels TX Orange CA and Fenton MI and helps government agencies and prime contractors meet Davis-Bacon/prevailing wage compliance requirements on projects backed by federal state and/or local of clients and over 100000 contractors useLCPtrackerfor their certified payroll and construction site compliance been recognized year afteryear since2017 as one of the Best Places to Work in Orange County by the Orange County Register.

PositionSummary

The Account Management Specialist (AMS) plays a critical support role within the Account Management function by helping drive client retention revenue growth and customer satisfaction. Working closely with Account Manager IIIs the AMS serves as a proactive coordinator and client advocate helping ensure key account management activities are executed consistently professionally and on time.

This roleis responsible formanaging administrative and client-facing account activities including scheduling meetings supporting renewal efforts following up on past-due invoices and account overages coordinating product demonstrations trackingupsellopportunitiesmaintainingCRM records andassistingwith client communications. The ideal candidate is highly organized customer-focused detail-oriented and motivated by helping clients achieve success while supporting revenue-generating activities.

Primary Duties and Responsibilities

Account Support & Client Engagement

• Partner with Account Manager IIIs to support a portfolio of client accounts.

• Schedule client meetings business reviews renewal discussions product demonstrations and follow-up calls.

• Prepare agendas meeting materials internal notes and follow-up communications.

• Maintain regular client touchpoints and follow-up activities on behalf of assigned Account Managers.

• Serve as a responsive point of contact for routine account-related inquiries and coordination needs.

Renewals Management

• Track upcoming contract renewals and proactively coordinate outreach activities.

• Support renewal workflows documentation internal tracking and client communications.

• Follow up with customersregardingrenewal agreements signatures purchasing approvals and next steps.

• Escalate renewal risks delayed responses and client concerns to the assigned Account Manager.

Revenue Expansion & Upsell Support

• Identifyand document potential upsell cross-sell and expansion opportunities based on client activity and Account Manager direction.

• Coordinate product demonstrations and discoverycallsforadditionalproducts features modules or services.

• Track opportunity progression within CRM systems and helpmaintainaccuratenext steps.

• Support proposal preparation follow-up activities and internal coordination related to growth opportunities.

Financial Account Coordination

• Assistwith follow-up communicationsregardingpast-due invoices.

• Monitor account overages and coordinate customer conversationsregardingadditionalusage and billing implications.

• Partner with Finance to help ensure account records billing contacts and follow-up notesremainaccurate.

• Escalatecollectionrisks client concerns or unresolved invoice issues to theappropriate internalstakeholders.

CRM & Administrative Excellence

• Maintainaccurateaccount records contact information activity logs opportunity updates and renewal notes within CRM systems.

• Track key milestones action items client commitments and internal follow-up requirements.

• Generate account activity reports and support management reporting needs as requested.

• Help ensure account documentationremainscomplete current and easy for the broader team to reference.

Cross-Functional Collaboration

• Coordinate with Customer Success Support Sales Finance and Product teams to address client needs and account follow-up items.

• Help ensure smooth execution of client requests escalations demos and account-related handoffs.

• Communicate account status updates potential risks and next steps to the broader account team.

Core Competencies

• Customer Focus

• Relationship Building

• Communication and Professionalism

• Organization and Time Management

• Attention to Detail

• Problem Solving

• Proactive Follow-Up

• Business Acumen

• Team Collaboration

• Accountability

Work Environment

This position performs its duties from theFenton MIoffice. The roleoperatesin a professional officeenvironment and routinely uses standard office equipment such as computers phones mobile devices andrelated technology.

Physical Requirements

While performing the functions of this job the employeeis regularly required tosit;frequentlyrequiredto talk and hear use hands and fingers to typescrolland use computer equipment. The employeeis required tohave close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer and multiple screens; extensive reading; visual inspection of text/data in both print and electronic forms.

Position Type and Expected Hours of Work

This is afull-time exemptposition. Days and hours worked are dependent on business needs and workload. General availability during regular business hours Monday through Friday is on the candidateand /or position a hybrid work arrangement may be considered; howevera minimum of three (3) or more days per week in the office isrequiredto support executive collaboration leadership presence and cross-functional engagement. Some flexibility is allowed. Occasional evening and weekend work may berequiredas job duties demand.

Travel

There is no major travel requirement for this position. However infrequent travel may be necessary to visit remote office(s) attend conferences/industry events etc. Attendance at our corporate Staff Retreat isrequired. This event is a 2-3-day at our annual User Conference as assigned.

Salary Range

The salary range is$23.00-$26.00annually. Pay offered may vary depending on multiple individualized factors including market location job-related knowledge skills and experience. The total compensation package for this position may also include other elements dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Benefits

Along with competitive pay as a full-timeLCPtrackeremployee you are eligible for the following benefits:

• Paid Time Off

• 10 Paid Holidays

• Phantom Stock

• 401k Plan with up to 4% company match

• Medical Benefits (Health Vision and Dental)

• Life Insurance (company paid)

• Long-Term Disability and Short-Term Disability (company paid)

• Employee discounts andperksprogram

LCPtrackerparticipates in the E-Verify Program. E-Verify is an internet-based systemoperatedby the Department of Homeland Security and the Social Security Administration. It allows employers to confirm an individuals employment eligibility to work in the United States. View the attached notices available in English and Spanish forimportant informationregardingthe E-Verify program. E-Verify Notice (PDF); Right to Work Notice (PDF)

LCPtracker Inc. is an equal opportunity employer of all qualified individuals including minorities women veterans and individuals with disabilities and regardless of sexual orientation or gender Inc. willconsider foremployment qualified applicants with criminal histories in a manner consistent with all federal state and local ordinances.

LCPtrackeris committed to the full inclusion of all qualified keeping with our commitmentLCPtrackerwill take steps toassurethat people with disabilities areprovidedreasonable if reasonable accommodation isrequiredto fullyparticipatein the job application or interview process to perform the essential functions of the position and/or to receive all other benefits and privileges of employment please contact theLCPtrackerHuman Resources Department at

Education and Experience

Required

• Bachelors degree or equivalent professional experience.

• 2 years of experience in customer success account management client services sales support revenue support or another customer-facing role.

• Strong organizational and project coordination skills with the ability to manage multiple priorities and deadlines.

• Excellent written and verbal communication skills.

• Experience using CRM platforms such as Salesforce HubSpot Dynamics or similar systems.

• Strong attention to detail follow-through and accountability.

Preferred

• Experience supporting SaaS software or technology customers.

• Experience with contract renewals invoicing processes revenue retention activities orexpansionworkflows.

• Familiarity with subscription-based business models.

• Experience working with enterprise government public-sector or compliance-oriented customers.