Client Success - Account Manager

About Us:

Read AI is a leading productivity AI company focused on helping individuals and businesses optimize their workflows across meetings, messages, and email. With seamless cross-platform integration with Microsoft Teams, Google Meet, Zoom, Slack, Hubspot, and Salesforce, Read AI revolutionizes how teams connect and collaborate by providing an AI copilot wherever they work.

We’re excited to share that we recently closed a $50 million Series B funding round, led by Smash Capital, with continued support from existing investors Madrona and Goodwater Capital. This new funding brings our total to $81 million, just six months after our Series A. We're just getting started, so if you're passionate about shipping early, often, and impacting millions, we'd love for you to join our growing team!

Job Summary:
The Account Manager will be a key contributor to the Customer Success team in ensuring the smooth operation of client accounts. This role involves coordinating between clients and internal teams, managing client communications, and helping to deliver exceptional service. The ideal candidate is a proactive problem-solver with excellent communication skills and a keen attention to detail.

Key Responsibilities:

• Client Support : Serve as a primary point of contact for clients, addressing inquiries and resolving issues in a timely and professional manner via Zendesk and email.
• Project Coordination:  Support the planning and execution of client projects, ensuring they are delivered on time and within scope. 
• Communication:  Facilitate clear and consistent communication between clients and internal teams, ensuring all parties are informed and aligned.
• Account Management:  Day-to-day management of client accounts, including setting up and leading client meetings, preparing reports, and tracking project milestones.
• Task Ownership:  Take ownership of tasks and internal projects to ensure they are completed to the highest standard.
• Documentation:  Maintain accurate records of client interactions, project progress, and deliverables. Update CRM systems with relevant information.
• Reporting:  Prepare regular status reports and presentations for clients and internal stakeholders, highlighting key metrics and insights.
• Market Research:  Conduct market research to identify trends, competitor activities, and opportunities to enhance client offerings.
• User Interaction:  Educate users on how to effectively use Read AI, troubleshoot issues, and provide comprehensive support.
• Process Improvement:  Identify and recommend improvements to account management processes and workflows to enhance efficiency and client satisfaction.

Qualifications:

• Education:  Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
• Experience:  2-4 years of experience in account management, client services, or a similar role, preferably in the tech industry.
• Skills:
  • Successful track record of maintaining and growing client accounts.
  • Excellent verbal and written communication skills.
  • Strong organizational and multitasking abilities.
  • Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office Suite.
  • Experience with Zendesk or similar customer service platforms.
  • Proficient understanding of the tech industry and relevant market trends.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • High attention to detail and problem-solving skills.
  • Ability to take ownership of tasks and see them through to completion.

Why Read AI?

• Innovative:  We're set to bring AI to the masses by introducing technology designed to improve every interaction.  
• Massive Impact:  AI's greatest impact will be on the ability to allow people to do more, taking away mundane tasks and allowing them to focus on what matters the most.  
• Growth Opportunities:  Read AI is the fastest growing meeting notetaker in history, and is on pace to be one of the fastest growing consumer AI companies.  With a recent $21MM Series A lead by Goodwater and Madrona, Read is set to build AI for the rest of us.  
• Collaborative Culture: Work in a supportive and collaborative environment with a diverse and talented team.

The annual total cash compensation range is $70,000 to $90,000 however actual salaries can vary based on a candidate’s qualifications, skills and competencies.