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 projects. LCPtracker has 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 funding. Thousands of clients and over 100,000 contractors use LCPtracker for their certified payroll and construction site compliance needs. LCPtracker has been recognized year after year since 2017 as one of the “Best Places to Work” in Orange County by the Orange County Register. 

Position Summary  

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 role is responsible for managing administrative and client-facing account activities, including scheduling meetings, supporting renewal efforts, following up on past-due invoices and account overages, coordinating product demonstrations, tracking upsell opportunities, maintaining CRM records, and assisting with 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 customers regarding renewal agreements, signatures, purchasing approvals, and next steps.  

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

Revenue Expansion & Upsell Support  

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

• Coordinate product demonstrations and discovery calls for additional products, features, modules, or services.  

• Track opportunity progression within CRM systems and help maintain accurate next steps.  

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

Financial Account Coordination  

• Assist with follow-up communications regarding past-due invoices.  

• Monitor account overages and coordinate customer conversations regarding additional usage and billing implications.  

• Partner with Finance to help ensure account records, billing contacts, and follow-up notes remain accurate.  

• Escalate collection risks, client concerns, or unresolved invoice issues to the appropriate internal stakeholders.  

CRM & Administrative Excellence  

• Maintain accurate account 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 documentation remains complete, 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 the Fenton, MI office. The role operates in a professional office environment and routinely uses standard office equipment such as computers, phones, mobile devices, and related technology. 

Physical Requirements 

While performing the functions of this job, the employee is regularly required to sit; frequently required to talk and hear, use hands and fingers to type, scroll and use computer equipment. The employee is required to have 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 a full-time exempt position. Days and hours worked are dependent on business needs and workload. General availability during regular business hours, Monday through Friday, is expected. Based on the candidate and /or position, a hybrid work arrangement may be considered; however, a minimum of three (3) or more days per week in the office is required to support executive collaboration, leadership presence, and cross-functional engagement. Some flexibility is allowed. Occasional evening and weekend work may be required as 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 is required. This event is a 2-3-day retreat.  Attendance at our annual User Conference as assigned. 

Salary Range 

The salary range is $23.00-$26.00 annually. 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-time LCPtracker employee, 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 and perks program   

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LCPtracker participates in the E-Verify Program. E-Verify is an internet-based system operated by the Department of Homeland Security and the Social Security Administration. It allows employers to confirm an individual’s employment eligibility to work in the United States. View the attached notices, available in English and Spanish, for important information regarding the 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 identity. LCPtracker, Inc. will consider for employment qualified applicants with criminal histories in a manner consistent with all federal, state, and local ordinances. 

LCPtracker is committed to the full inclusion of all qualified individuals. In keeping with our commitment, LCPtracker will take steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in 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 the LCPtracker Human Resources Department at [email protected].  

Education and Experience 

Required  

• Bachelor's 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, or expansion workflows.  

• Familiarity with subscription-based business models.  

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