Mid-Market Customer Account Manager

June 5, 2026

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Supporting our Midmarket Customers, solidify customer relationship through regular and frequent face-to-face interactions designed to drive sales growth, including attendance at industry events, trade shows and conferences that are relevant to your customer base. Proactively develop, utilize, and increase depth and breadth of expertise with Customer's particular industry to advise, consult and support Customers on best and next practices in utilization and expansion of services. Develop and maintain "greenspace" heatmap and run strategic and appropriate sales campaigns to drive pipeline and ultimately bookings in assigned accounts. Identify sales opportunities and develop sales and marketing proposals for customers on HCM, Payroll solutions and services aligned with the prospective customer's needs. Maintain advanced working knowledge of products and capabilities, incorporating technical advances in presentations to end users. Develop and maintain Annual Account Plan and Relationship Map for each assigned account collaboratively with internal stakeholders. Build strong executive relationships (CHRO, CIO, CFO, COO, etc) across the account by leveraging your sales management team, leveraging UKG executive sponsors and leveraging in-person meetings and interactions. Ensure highly positive customer experiences through existing relationships as transitioned from previous account team or services teams. Conduct at least 1 in-person (or virtual if necessary) business review with the customer a year covering adoption, support and roadmap content. Business Reviews should include advise and consultation to customer regarding HR challenges and integration of UKG products. In these business reviews you should also be focusing on "Innovation" by sharing new product offers, new product innovation with effort toward sales. Increase customer engagement and participation in high-quality experiences through driving attendance for Aspire at all levels of the client, from Executive to Administrator levels Collaborate with Field Marketing to invite customer and regional partners to appropriate regional events and conduct at least 2 regional events per quarter that combine Networking and UKG or Industry engagement Collaborate with Customer Marketing team to establish customer references and identify individuals to nominate for Insider and Exec Advisory programs as appropriate. Monitor account concerns through partnerships with assigned technical resources on customer needs, sentiment, challenges and adoption and partner for solutions that improve customer satisfaction and experience when necessary. Proactively monitor health of customer account, identify risks, and collaborate on Save Plans with appropriate teams to facilitate the execution of the plan Maintain accuracy of account Contacts and Account Sentiment in SFDC, including a Rolling 4 Quarter Pipeline in SFDC for all accounts and engage on all assigned marketing qualified leads within 24 hours of assignment BA/BS or equivalent in experience Minimum four or more years of experience in Direct Sales Strong business acumen Excellent verbal and written communication skills Up to 25% travel

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