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Direct Account Manager Jobs in California (NOW HIRING)

Account Manager

San Marcos, CA · On-site

$18 - $22/hr

Follows up on targeted direct mail or local Shop mailings * Keep customers informed regarding their ... Account Management experience is preferred but not required * Knowledge of printing and prepress ...

Account Manager

San Diego, CA · On-site

$70K - $90K/yr

You'll work closely with our Director of Client Success to expand existing accounts, uncover new business opportunities, and deliver exceptional service to healthcare clients. What You'll Do * Manage ...

Position Summary The Account Manager is responsible for managing and nurturing relationships with ... Worked with C-suite and Director level clients * Strong communication skills; active listener

ACCOUNT MANAGER

Napa, CA · On-site

$22 - $25/hr

ACCOUNT MANAGER ID: 9393 Category: Entry Level Location: Napa State: CA Description ACCOUNT MANAGER ... Direct and manage the order development from beginning to end including database management, job ...

ACCOUNT MANAGER ID: 9393 Category: Entry Level Location: Napa State: CA Description ACCOUNT MANAGER ... Direct and manage the order development from beginning to end including database management, job ...

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Direct Account Manager information

What does a direct account manager do?

A Direct Account Manager is responsible for building and maintaining relationships with key clients, overseeing their accounts, and ensuring their needs are met. They act as the primary point of contact between the client and the company, handling inquiries, resolving issues, and identifying opportunities to upsell products or services. Their goal is to maximize client satisfaction and retention while driving revenue growth for the organization.

What skills and qualifications are needed to thrive as a direct account manager?

To thrive as a Direct Account Manager, you need expertise in sales strategy, client relationship management, and a solid understanding of your industry’s products or services, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM systems like Salesforce, sales analytics tools, and proficiency in Microsoft Office are typically required. Outstanding negotiation, communication, and problem-solving skills help you build trust and foster long-term partnerships with clients. These skills are crucial for driving revenue growth, ensuring client satisfaction, and maintaining a competitive edge in a dynamic sales environment.

How does a direct account manager typically collaborate with other departments to meet client needs?

As a Direct Account Manager, you’ll frequently work cross-functionally with teams such as sales, marketing, customer support, and product development. This collaboration ensures that client requirements are communicated clearly and addressed efficiently, from onboarding through ongoing account management. Regular meetings and open communication with these teams help resolve client issues, develop tailored solutions, and identify upsell or cross-sell opportunities. Building strong internal relationships is essential for delivering a seamless client experience and achieving account growth targets.

What is the difference between Direct Account Manager vs Customer Success Manager?

AspectDirect Account ManagerCustomer Success Manager
Primary FocusManaging client accounts, sales, and revenue growthEnsuring customer satisfaction and product adoption
Work EnvironmentSales-driven, client-facing, often in B2B settingsSupport-oriented, collaborative, often in SaaS or tech industries
Required CredentialsSales experience, communication skills, sometimes sales certificationsCustomer service skills, product knowledge, often certifications in customer success

While both roles involve client interaction, the Direct Account Manager primarily focuses on sales and revenue growth, whereas the Customer Success Manager emphasizes customer retention and satisfaction. Understanding these differences helps organizations assign the right responsibilities and professionals for client success.

Can I be a direct account manager with no experience?

While some companies may consider entry-level candidates for a direct account manager position, most roles require prior experience in sales, customer service, or account management. Strong communication skills, familiarity with CRM tools, and relevant certifications can improve your chances, but gaining related experience is often necessary to qualify for the role.

How much does a direct account manager get paid?

A direct account manager's average salary in the United States ranges from $60,000 to $100,000 per year, depending on experience, industry, and location. Compensation often includes bonuses and commissions, especially in sales-focused roles, and requires strong communication and relationship management skills.

What are popular job titles related to Direct Account Manager jobs in California?

For Direct Account Manager jobs in California, the most frequently searched job titles are:

What job categories do people searching Direct Account Manager jobs in California look for?

The top searched job categories for Direct Account Manager jobs in California are:

What cities in California are hiring for Direct Account Manager jobs?

Cities in California with the most Direct Account Manager job openings:

Infographic showing various Direct Account Manager job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 2% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

$70 - $100/hr

Other

Posted 2 days ago

New


Job description

JOB DESCRIPTION SUMMARYThis position reports to the Director, Account Management for Pinnacle Claims Management (PCMI) and is responsible for managing customer accounts during and following the sale of employer benefit programs and services including Pinnacle third party administration (TPA), Pinnacle Rx Solutions (PRxS), Pinnacle Health Management (PHM), and complete ancillary benefits offered by PCMI vendor partners including the Western Growers Insurance Services (WGIS) employer benefit programs. The Account Manager working in collaboration with internal operation and administration departments will help coordinate and assist in pre and post-sale implementation and plan support of the customer’s account. Position also supports new sales expansion activities through cross sale initiatives.DUTIES AND RESPONSIBILITIESAccount ManagementResponsible for the overall servicing of their overall book of business under the PCMI platform.Provides day-day administration and delivering on the needs of the clients and brokers as it relates to Pinnacle TPA, PRxS, PHM and ancillary products.Supports and advises clients and brokers on self-funding, pharmacy benefits management, care management and utilization review, wellness, stop loss and print and distribution.Maintains client reference files on server for all assigned accounts, detailing past work and work-in-progress, and all pertinent information as it relates to meeting the customer’s/broker’s needs.Monitors projects to ensure they proceed according to plan and deadlines and identifying potential problems before they occur.Executes all product renewals in a timely manner to ensure a high PCMI retention rate.Develops a keen understanding of PCMI system tools including PERC/WERC/Healthview and HCPS operating systems to manage customer expectations and deliverables.Focuses on opportunities to drive results such as process improvement, expectations management and resolutions.Keeps current on laws and regulations that impact the medical insurance industry.Upselling and Cross-sellConducts analysis of reporting relative to claims history, pharmacy spend, chronic disease, etc. and determines if the clients’ health plans may be more successful in conjunction with PCMI ancillary products.Strategizes and collaborate with Sales in an effort to sell additional Pinnacle Products to create additional revenue for PCMI.Prior to renewal, works with brokers to identify opportunities to focus such efforts on.Coordinates with other internal departments to generate customer specific proposals on our PCMI offerings.Has a clear understanding of the competitive landscape to effectively position PCMI products.OtherUtilizes all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning and executing work in a helpful and collaborative manner, being willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating positive impact, and being diligent in delivering results.Maintain a clean DMV record and the ability to travel to locations throughout the US (mainly California and Arizona) up to 30% of the time.Maintain an active Life & Health insurance license in California.All other duties as assigned.PHYSICAL DEMANDS/WORKENVIRONMENTThe physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to travel to both indoor and outdoor areas that can vary in exposure and temperature. The employee is frequently required to operate a motor vehicle, use objects, tools, or controls, and/or required to lift up to 50lbs. The noise level in the work environment is usually moderate.QUALIFICATIONSBA/BS and three to five years of direct Account Management and service experience in a TPA organization, employer health benefits, and employee health care benefits preferred.Exceptional expertise working in a TPA and employer health benefits market and its relative services, policies, common practices, and procedures.Considerable knowledge of Pharmacy Benefit Manager (PBM) operations and customer care, preferred.Significant knowledge of Wellness and Disease Management programs, preferred.Advanced personal computer operation skills in various software applications including word processing, spreadsheet, electronic mail and presentation.Considerable composition and writing skills including grammar, spelling and proper use of punctuation.Excellent verbal communication skills with the ability to maintain strict confidentiality on matters relating to protected health care information.Excellent organization skills, attention to detail with high degree of accuracy, and the ability to work independently and exercising judgement.Ability to meet deadlines under pressure.Ability to analyze information and evaluate results to choose the best solution.Active Life & Health insurance license in California.Verifiable, clean DMV record and the ability to travel up to 30% of the time to locations throughout the US (mainly California and Arizona). #J-18808-Ljbffr