Job Details

Mid-Market Account Manager

The Mid-Market Account Manager manages more complex accounts with higher expectations around industry knowledge, compliance awareness, and stakeholder management. This role requires deep familiarity with financial services clients and the ability to navigate regulated environments while still owning renewals, adoption, and expansion.

Key Responsibilities include:

Lead first 60 days of onboarding for mid-market clients, including:

More complex implementations and integrations

Customized templates and workflows

Own renewals 90-120 days in advance, conducting:

Strategic account health checks

Feature education and adoption planning

Identify and close upsell opportunities, including:

Additional licenses

Product tier upgrades

Serve as the primary escalation point for product or account issues throughout the year-long account cycle.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ...@insightglobal.com.