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The Account Manager will develop client relationships, drive strategic platform adoption, increase revenue through upselling, and manage existing accounts in the Wealth Management sector.

As a Customer Success Intern, you will support the team in engaging clients, onboarding new customers, monitoring accounts, gathering feedback, and creating success materials.

The Account Manager oversees client relationships in the insurance sector, driving account growth, retention, and platform adoption while analyzing account needs and strategies.

Responsible for managing client relationships, driving renewals and expansions, analyzing account potentials, and contributing to sales strategies.