Dean Dorton · 1 day ago
Customer Account Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expDean Dorton is a leading professional services firm offering innovative solutions in accounting, business advisory, and technology. The Customer Account Manager will serve as a trusted partner to clients, ensuring successful delivery and ongoing value realization of technology solutions while managing client relationships and operational coordination.
Accounting
Responsibilities
Own the overall success of assigned client accounts within the Software, Data and AI practice
Partner with delivery teams to ensure solutions are implemented successfully and aligned with client objectives
Monitor account performance, client satisfaction, and engagement health, identifying risks and opportunities early
Support forecasting of client needs, renewals, and expansion opportunities in partnership with practice leadership
Maintain accurate account documentation, engagement plans, and reporting
Ensure data accuracy and integrity across systems related to client accounts and engagement tracking
Serve as a primary point of contact and trusted advisor for client stakeholders
Proactively manage client relationships to ensure consistent communication, alignment, and value delivery
Translate complex technical concepts into clear, business-focused insights for clients
Collaborate closely with Software, Data and AI team members to align client expectations with delivery realities
Build strong internal and external relationships through professionalism, accountability, and follow-through
Demonstrate adaptability and sound judgment when managing changing client needs or priorities
Partner with Sales, Marketing, and Practice Leadership to support retention and expansion initiatives
Contribute to the development of account playbooks, client success frameworks, and best practices
Provide feedback to delivery teams and leadership on client trends, needs, and opportunities
Support cross-functional initiatives that improve client experience and operational efficiency
Champion a client-first mindset and reinforce the culture of collaboration within the Software, Data and AI team
Qualification
Required
Bachelor's degree in business, technology, or related field required
Two to four years of experience in client-facing account management, customer success, consulting, or a related role
Demonstrated ability to manage multiple client relationships and priorities effectively
Preferred
Experience working with technology, software, data, or analytics solutions preferred
Benefits
Flexible work schedules and environment
Unlimited Paid Time Off (PTO)
Paid family leave, medical leave, and maternity/paternity leave programs
Retirement benefits, including a best-in-class employer match and automatic profit sharing.
Telemedicine, mental health resources and wellness program reimbursement
Company
Dean Dorton
Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions.
501-1000 employees
Funding
Current Stage
Late StageRecent News
Lane Report | Kentucky Business & Economic News
2025-09-09
Lane Report | Kentucky Business & Economic News
2025-08-21
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