Account Management Specialist

DescriptionAccount Management Specialist

Company Summary

LCPtracker, Inc. is a cloud-based software (SaaS) provider specializing in labor compliance for public works construction projects. LCPtracker has offices in New Braunfels, TX, Orange CA, and Fenton, MI, and helps government agencies and prime contractors meet Davis-Bacon/prevailing wage compliance requirements on projects backed by federal, state, and/or local funding. Thousands of clients and over 100,000 contractors use LCPtracker for their certified payroll and construction site compliance needs. LCPtracker has been recognized year after year since 2017 as one of the “Best Places to Work” in Orange County by the Orange County Register.

Position Summary

The Account Management Specialist (AMS) plays a critical support role within the Account Management function by helping drive client retention, revenue growth, and customer satisfaction. Working closely with Account Manager IIIs, the AMS serves as a proactive coordinator and client advocate, helping ensure key account management activities are executed consistently, professionally, and on time.

This role is responsible for managing administrative and client-facing account activities, including scheduling meetings, supporting renewal efforts, following up on past-due invoices and account overages, coordinating product demonstrations, tracking upsell opportunities, maintaining CRM records, and assisting with client communications. The ideal candidate is highly organized, customer-focused, detail-oriented, and motivated by helping clients achieve success while supporting revenue-generating activities.

Primary Duties and Responsibilities

Account Support & Client Engagement

• Partner with Account Manager IIIs to support a portfolio of client accounts.
• Schedule client meetings, business reviews, renewal discussions, product demonstrations, and follow-up calls.
• Prepare agendas, meeting materials, internal notes, and follow-up communications.
• Maintain regular client touchpoints and follow-up activities on behalf of assigned Account Managers.
• Serve as a responsive point of contact for routine account-related inquiries and coordination needs.

Renewals Management

• Track upcoming contract renewals and proactively coordinate outreach activities.
• Support renewal workflows, documentation, internal tracking, and client communications.
• Follow up with customers regarding renewal agreements, signatures, purchasing approvals, and next steps.
• Escalate renewal risks, delayed responses, and client concerns to the assigned Account Manager.

Revenue Expansion & Upsell Support

• Identify and document potential upsell, cross-sell, and expansion opportunities based on client activity and Account Manager direction.
• Coordinate product demonstrations and discovery calls for additional products, features, modules, or services.
• Track opportunity progression within CRM systems and help maintain accurate next steps.
• Support proposal preparation, follow-up activities, and internal coordination related to growth opportunities.

Financial Account Coordination

• Assist with follow-up communications regarding past-due invoices.
• Monitor account overages and coordinate customer conversations regarding additional usage and billing implications.
• Partner with Finance to help ensure account records, billing contacts, and follow-up notes remain accurate.
• Escalate collection risks, client concerns, or unresolved invoice issues to the appropriate internal stakeholders.

CRM & Administrative Excellence

• Maintain accurate account records, contact information, activity logs, opportunity updates, and renewal notes within CRM systems.
• Track key milestones, action items, client commitments, and internal follow-up requirements.
• Generate account activity reports and support management reporting needs as requested.
• Help ensure account documentation remains complete, current, and easy for the broader team to reference.

Cross-Functional Collaboration

• Coordinate with Customer Success, Support, Sales, Finance, and Product teams to address client needs and account follow-up items.
• Help ensure smooth execution of client requests, escalations, demos, and account-related handoffs.
• Communicate account status updates, potential risks, and next steps to the broader account team.

Core Competencies

Customer Focus

Relationship Building

Communication and Professionalism

Organization and Time Management

Attention to Detail

Problem Solving

Proactive Follow-Up

Business Acumen

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