Manager, Account Management ( CRM )

Location: IN - Thane · On-site

When you join Accurate Background, you’re an integral part of making every hire the start of a success story. Your contributions will help us fulfill our mission of advancing the background screening experience through visibility and insights, empowering our clients to make smarter, unbiased decisions.

Job Description:

The Manager, Account Management (CRM), leads a team responsible for retaining and growing a portfolio of clients generating < $150,000 in annual revenue. The role translates organizational growth priorities into disciplined client engagement strategies, coaches Client Relationship Managers to strengthen product adoption (upsells) and account expansion, and ensures consistent execution against revenue, pipeline, retention, and client experience objectives.

Key Responsibilities

People Leadership & Performance Management

• Lead, coach, and develop Client Relationship Managers through regular one-on-one meetings, performance reviews, call coaching, and targeted development plans.
• Set clear expectations for outreach, pipeline creation, opportunity progression, client documentation, and revenue performance.
• Monitor individual and team performance through dashboards, quality reviews, and operating rhythms; provide timely coaching and corrective action when needed.
• Build team capability in consultative discovery, client communication, opportunity qualification, product positioning, and opportunity management to execute timely revenue generation.

Portfolio Growth & Commercial Execution

• Own team performance against assigned pipeline, upsell, cross-sell and expansion.
• Segment and prioritize the portfolio using account value, client health, whitespace, engagement, and risk indicators.
• Review opportunity quality, remove blockers, and partner with internal teams to advance qualified opportunities.
• Collaborate and execute targeted account campaigns aligned with growth priorities, market trends, and product strategies.

Client Success & Escalation Management

• Establish a consistent approach for documenting client goals, service expectations, risks, product feedback, and value-realization plans.
• Serve as a leadership escalation point for complex client requirements, coordinating cross-functional resolution and clear client communication.
• Ensure material risks, blockers, and significant opportunities are communicated to leadership with context, impact, and recommended next steps.

Operational Excellence & Cross-Functional Collaboration

• Drive consistent CRM discipline, including accurate client records, opportunity stages, notes, forecasts, ownership, and next steps.
• Use team and portfolio data to identify performance trends, improve workflows, and recommend process or enablement changes.
• Represent the client and team perspective in cross-functional forums, translating feedback into actionable recommendations.
• Promote clear ownership and alignment across client-facing teams to deliver consistent, professional client experience.

Experience

• Progressive experience in client success, account management, sales, business development, or a related client-facing function, including team leadership or coaching.
• Demonstrated success delivering portfolio growth, retention, pipeline, or revenue objectives in a B2B, SaaS, technology, HR technology, or recurring-revenue environment.
• Experience with performance management, CRM systems, client health tools, dashboards, and forecasting; background screening knowledge is preferred.

Core Competencies

People leadership and coaching; commercial execution; portfolio strategy; client and escalation management; opportunity qualification; data-driven forecasting; and cross-functional influence.

Success Measures

• Achievement of team pipeline, timely execution and revenue goal.
• Consistent client engagement, opportunity progression, CRM accuracy, forecasting, and timely intervention to resolve blockers.
• Team productivity, capability growth, performance improvement, and employee engagement.

The Accurate Way:

We offer a fun, fast-paced environment, with lots of room for growth. We have an unwavering commitment to diversity, ensuring everyone has a complete sense of belonging here. To do this, we follow four guiding principles – Take Ownership, Be Open, Stay Curious, Work as One – core values that dictate what we stand for, and how we behave.

Take ownership.

Be accountable for your actions, your team, and the company. Accept responsibility willingly, especially when it’s what’s best for our customers. Give others every reason to trust you, believe in you, and count on you. Rise to every occasion with your personal best.

Be open.

Be open to new ideas. Be inclusive of people and ways of doing things. Make yourself accessible and approachable, and communicate with genuineness, transparency, honesty, and respect. Embrace differences.

Stay curious.

Stay curious even as you move forward. Tirelessly ask questions and challenge the status quo in your pursuit of new ideas, ways to solve problems, and to continually grow and improve.

Work as one.

Work together to create the best customer and workplace experience. Put our customers and employees first—before individual or departmental agendas. Make sure they get the help they need to succeed.

Equal opportunities

Accurate is an equal-opportunity employer and is committed to hiring talented and qualified individuals with diverse backgrounds. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Accurate will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.

You must have a right to work in Australia indefinitely that does not involve sponsorship by the Company.

Special Notice:

Accurate is aware of schemes involving fraudulent job postings/offers and/or individuals or entities claiming to be employees of Accurate. Those involved are offering fabricated employment opportunities to applicants, often asking for sensitive personal and financial information. If you believe you have been contacted by anyone misrepresenting themselves as an employee of Accurate, please contact humanresources@accurate.com.

- Please be advised that all legitimate correspondence from an Accurate employee will come from "@accurate.com" email accounts.

- Accurate will not interview candidates via text or email. Our interviews are conducted by recruiters and leaders via the phone, Zoom/Teams or in an in-person format.

- Accurate will never ask candidates to make any type of personal financial investment related to gaining employment with the Company.