Account Manager - Mid-Market

Posted 11 Days Ago
Be an Early Applicant
Country States, Pájaros Barrio, Bayamón, PRI
In-Office
100K-100K Annually
Junior
Professional Services
The Role
Manages a high-volume portfolio of mid-market customers throughout onboarding, adoption, renewals, and expansion. Builds stakeholder relationships, maintains account plans, monitors account health, identifies risks, forecasts renewals, qualifies expansion opportunities, manages escalations, and collaborates cross-functionally to improve customer outcomes and retention. The role uses repeatable engagement processes, digital communication, and CRM documentation to achieve portfolio coverage, renewal, and growth targets.
Summary Generated by Built In

Our Story:
Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we’ve helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security, corporate, and retail.
At CPI, we are dedicated to changing behaviors and reducing conflict for the Care, Welfare, Safety, and Security of everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It’s a philosophy that is central to everything we do, and traces back to our beginning.

As a member of the team, you can expect to:

  • Make a difference through your work – You’ll be proud to tell your family and friends about what you do.
  • Gain significant career experience only obtained within a fast-growing organization.
  • Feel fulfilled and have fun – We work hard but make the time to build meaningful relationships and celebrate the wins.
Position Summary

The Account Manager – Mid‑Market owns the customer journey for a broad, high‑volume portfolio of mid‑market accounts and ensures sustained value realization from CPI training. This role manages a diverse set of customers with varying levels of complexity, focusing on scalable engagement, consistent adoption support, renewal execution, and early risk identification. The Account Manager serves as the primary relationship owner, drives proactive communication, maintains accurate account plans, and surfaces qualified expansion opportunities for the sales team. The role emphasizes repeatable processes, efficient digital engagement, and disciplined portfolio management to achieve retention and growth targets.

Essential Responsibilities
  • Lead seller‑to‑account‑management handoff, schedule kickoff meetings, document commitments, and execute a repeatable onboarding plan.
  • Build relationships with day‑to‑day contacts and decision‑makers across assigned accounts.
  • Maintain concise account plans capturing goals, stakeholders, adoption progress, risks, renewal timing, and next actions.
  • Conduct proactive check‑ins and business reviews aligned to customer needs, account value, and risk level.
  • Support customer adoption of CPI programs, instructor capacity, and end‑learner training through consistent engagement.
  • Own renewal outreach, planning, forecasting, negotiation, and timely completion of renewals across a high‑volume portfolio.
  • Achieve retention targets by prioritizing at‑risk accounts and documenting account health, risks, and mitigation plans.
  • Identify and qualify expansion opportunities (additional learners, instructor capacity, programs, or resources) and complete CRM documentation before handoff to sales.
  • Manage escalations, maintain accurate CRM records, report account health and renewal status, and support ownership transitions.
  • Represent the voice of the customer and collaborate cross‑functionally to resolve needs and improve the customer experience.
  • Make financially responsible decisions aligned with organizational policies.
Performance Metrics
  • Renewal rate and achievement of retention targets.
  • Volume and quality of qualified expansion leads.
  • Renewal forecast accuracy and timely updates.
  • Account health assessments, risk identification, and documented next actions.
  • Portfolio coverage, stakeholder engagement, and consistent CRM activity completion.
QualificationsMinimum Requirements
  • Bachelor’s degree or equivalent experience.
  • 1+ years in account management, customer success, client services, or similar customer‑facing roles.
  • Experience managing a portfolio of mid‑market customers, including renewals, adoption, and risk.
  • Demonstrated ability to manage competing priorities across a book of business.
  • CRM proficiency for account plans, activity tracking, and renewal pipeline management.
  • Strong communication, problem‑solving, and organizational skills.
  • Ability to collaborate cross‑functionally and influence outcomes without direct authority.
Preferred Qualifications
  • Experience managing a high‑volume or segmented customer portfolio using repeatable engagement processes.
  • Experience in education, healthcare, human services, training, or similar markets.
  • Experience using digital and virtual engagement methods to support customer adoption and retention.
Work Environment

Standard office or remote‑work environment. Some travel may be required based on account and business needs.

What We Offer:

  • $100,000 OTE
  • Comprehensive benefits package
  • 401k
  • PTO
  • Health & Wellness Days
  • Paid Volunteer Time Off
  • Continuing education and training
  • Hybrid / Remote work schedule
  • Paid Parental Leave

Skills Required

  • Bachelor's degree or equivalent experience
  • 1+ years of experience in account management, customer success, client services, or similar customer-facing roles
  • Experience managing a portfolio of mid-market customers, including renewals, adoption, and risk
  • Ability to manage competing priorities across a book of business
  • CRM proficiency for account plans, activity tracking, and renewal pipeline management
  • Strong communication, problem-solving, and organizational skills
  • Ability to collaborate cross-functionally and influence outcomes without direct authority
  • Experience managing a high-volume or segmented customer portfolio using repeatable engagement processes
  • Experience in education, healthcare, human services, training, or similar markets
  • Experience using digital and virtual engagement methods to support customer adoption and retention
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The Company
HQ: Milwaukee, WI
407 Employees
Year Founded: 1980

What We Do

Since 1980, the Crisis Prevention Institute has helped millions of individuals begin a journey of positive, supportive, and empathic caring for people of all ages. • We believe in the power of empathy, compassion, and meaningful connections. • We consider personal safety and security the antidotes to fear and anxiety; and that listening leads to understanding. • We know when those who care for others feel prepared and confident in their abilities, they can make the world a better place. CPI’s crisis prevention training gives professionals the confidence to prevent and respond to workplace violence. With a focus on healthcare, education, human services, and dementia care, CPI sets the standard for best practices in evidence-based workplace violence prevention. Our training is designed to support the safety and well-being of both staff and those in their care. We teach the skills that help professionals de-escalate verbal and physical crises in the workplace, with an array of solutions that address the full spectrum of risk levels. Solutions Nonviolent Crisis Intervention® Training: Nonviolent Crisis Intervention Training focuses on verbal de-escalation and early intervention, giving staff an effective framework for decision making and problem solving, as well as teaching safe disengagements and physical interventions that can be implemented with the least use of force, providing the safest environment for all parties involved. Verbal Intervention™ Training: This program is ideal for organizations that have a hands-off policy, and for staff members who don’t experience higher risk situations requiring physical interventions, instilling the confidence and skills to verbally respond to disruptive behaviors, and prevent further escalation. To learn more about CPI and our full offering of industry-leading solutions, visit us today at crisisprevention.com.

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