ZipRecruiter

Log In

1

Direct Account Manager Jobs in Florida (NOW HIRING)

Advanta IRA

Client Account Manager

Clearwater, FL · On-site

$50K - $53K/yr

Questions regarding self-directed IRAs * Types of IRA accounts, qualified plans, and their ... Manage a high volume of calls and emails in a timely manner. Advanta IRA provides thorough training ...

Link Management

Account Manager

Brandon, FL · On-site

Account Management - Automotive Glass Division Our account managers are a liaison between our ... Directors This is an Entry Level position that offers advancement and the ability to grow within ...

CrossLink

Account Manager

Orlando, FL · On-site

SUMMARY The Account Manager is responsible for managing and growing CrossLink's Service Bureau and direct customer portfolios while supporting new business development initiatives. This role focuses ...

Four Productions

Account Manager

Orlando, FL · On-site

$50K - $65K/yr

The Account Manager will work across all levels and functions within the organization and will work ... Directors, Warehouse personnel, Vendors, and Direct Clients. The successful candidate will be ...

Optimize Partners

Account Manager

Fort Lauderdale, FL

$100K/yr

Optimize Partners provides full-time direct hire and consultant job placements for technology ... The Account Manager will establish B2B relationships with outside interior designers to generate ...

Miller Cooper

Account Manager

Winter Park, FL · Remote

This is a self-directed role with future leadership and supervisory growth potential. Key ... Contribute to the design and evolution of NQS account management playbooks, dashboards, and ...

Legacy Direct Solutions Inc

Be Seen First

Sales Account Manager

Jacksonville, FL · On-site

$50K - $60K/yr

W2 direct hire position, no independent contractor work * Structured onboarding and ongoing support ... and account management role, not a remote or desk-based position. You will work directly with ...

Urban SDK

Account Manager

Jacksonville, FL · On-site

Director of Account Management * Salary Based on Experience * Commission * Annual Bonus * Medical, Vision, Dental, 401(k) * 21 Days Vacation * Office Lunch provided Daily About Urban SDK Urban SDK is ...

Legacy Direct Solutions Inc

Be Seen First

Sales Account Manager

Jacksonville, FL · On-site

$50K - $60K/yr

W2 direct hire position, no independent contractor work * Structured onboarding and ongoing support ... and account management role, not a remote or desk-based position. You will work directly with ...

Miller Cooper

Account Manager

Winter Park, FL · On-site

$90K - $100K/yr

The Account Manager owns the post-onboarding client lifecycle for assigned NQS customers. This role ... This is a self-directed role with future leadership and supervisory growth potential. Key ...

Miller Cooper

Account Manager

Winter Park, FL · Remote

$90K - $100K/yr

The Account Manager owns the post-onboarding client lifecycle for assigned NQS customers. This role ... This is a self-directed role with future leadership and supervisory growth potential. Key ...

Miller Cooper

Account Manager

Winter Park, FL · Remote

$90K - $100K/yr

The Account Manager owns the post-onboarding client lifecycle for assigned NQS customers. This role ... This is a self-directed role with future leadership and supervisory growth potential. Key ...

Weiser Security Services

Account Manager

Tampa, FL · On-site

As an Account Manager, you will oversee the operations of 12 to 15 accounts, serving as the ... Reporting directly to the Managing Director, you will focus on building strong relationships with ...

Weiser Security Services

Account Manager

Tampa, FL · On-site

As an Account Manager, you will oversee the operations of 12 to 15 accounts, serving as the ... Reporting directly to the Managing Director, you will focus on building strong relationships with ...

THAT Agency

Account Manager

West Palm Beach, FL · On-site

$28.85 - $41.50/hr

Account Director, Office Manager or President About THAT Agency THAT Agency is a performance-driven digital marketing agency originally founded in West Palm Beach, Florida-now operating fully ...

THAT Agency

Account Manager

West Palm Beach, FL · On-site

$28.85 - $41.50/hr

Account Director, Office Manager or President About THAT Agency THAT Agency is a performance-driven digital marketing agency originally founded in West Palm Beach, Florida-now operating fully ...

Andor Health

Account Manager

Orlando, FL · On-site +1

$80K - $120K/yr

Exempt ACCOUNT MANAGER Andor Health Enterprise AI · Health Systems · Customer Success Full-Time ... Strategic Visibility You will work closely with senior leadership and have a direct line of ...

The Hiller Companies

Account Manager

Pensacola, FL · On-site

$75K - $140K/yr

The Account Manager should have experience in owner direct sales as well basic understanding the plan and spec market, preferably in a large organization where they have gained experience and ...

next page

Showing results 1-20

All JobsDirect Account JobsDirect Account Manager JobsDirect Account Manager Jobs in Florida

Direct Account Manager information

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.

How much does a direct account manager get paid?

The average salary for a direct account manager typically ranges from $60,000 to $100,000 annually, depending on experience, industry, and location. Many account managers also receive bonuses and commissions based on performance, which can significantly increase total compensation.

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.

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.

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 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.

What are the most commonly searched types of Direct Account jobs in Florida? The most popular types of Direct Account jobs in Florida are:
What are popular job titles related to Direct Account Manager jobs in Florida? For Direct Account Manager jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Direct Account Manager jobs in Florida look for? The top searched job categories for Direct Account Manager jobs in Florida are:
What cities in Florida are hiring for Direct Account Manager jobs? Cities in Florida with the most Direct Account Manager job openings:
Direct Account Manager jobs near you
Infographic showing various Direct Account Manager job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Account Manager

Advanta IRA

Clearwater, FL • On-site

$50K - $53K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Client Account Manager - Job Description
LOCATION: Advanta IRA- Office in Clearwater, FL 33762
Start date: September 2026
POSITION BACKGROUND
As a Client Account Manager, you are the main point of contact for our existing retirement account clients. New CAMs will be trained to provide administrative services for a variety of retirement account types and alternative investment options, and to offer guidance on staying in compliance with IRS guidelines for retirement accounts. In addition to building relationships with your clients, you will work closely with the business development and account services teams. 
JOB DUTIES
As a Client Account Manager, you will perform various administrative duties for your clients’ retirement accounts, including:
  • Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
  • Serving as the main point of contact for Advanta IRA’s clients and assisting them with the following:
    • Questions regarding self-directed IRAs
    • Types of IRA accounts, qualified plans, and their differences
    • IRS rules, regulations, forms, and filings
    • Advanta IRA’s policies and procedures
    • Contributions, transfers, and rollovers
    • Required documentation for transactions

JOB EXPECTATIONS
  • Learn and thoroughly understand the services Advanta IRA provides to our clients.
  • Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
  • Input client and transaction data into CRM System and Trust Account software.
  • Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and investment transactions.
  • Manage a high volume of calls and emails in a timely manner.
Advanta IRA provides thorough training and supervisory guidance before working with clients. This position does not require any licensing, does not involve any sales duties or commission, and is a W-4 full-time, regular classification.
SKILLS, BACKGROUND & TALENTS REQUIRED
  • College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
  • Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
  • Be exceptionally well organized, analytical, and detail-oriented.
  • Excel at accomplishing tasks and following up with necessary parties
  • Utilize excellent verbal, written, and interpersonal communication skills.
  • Show proficiency in MS Word, Excel, and Outlook.
  • Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
  • Experience with retirement plans and/or financial services is a plus!
  • CIS or CISP are a plus!
Employee Benefits Summary
  • Compensation
    • Salaried position (anticipated: $50- $53k, starting)
    • Annual reviews of performance and salary
    • Advancement opportunities
  • Comprehensive insurance options
    • FL Blue Medical
    • Mutual of Omaha Dental & Vision
    • Telehealth & Prescription coverage
    • Options for health savings accounts (HSA)
    • Short & Long term disability
    • Term Life Insurance
    • Accident/ Injury & Critical Illness plans
    • Individual and family plans available
       
  • Hybrid work schedule options for those who qualify
    • Workstation equipment provided by the company
    • Telecommuting only, applicants must reside locally
       
  • 401(k) after 6 months of employment
    • Up to a 4% company match
       
  • Paid time off
    • No waiting period to begin accruing
    • 9+ paid holidays in addition to PTO
       
  • Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.

COMPANY BACKGROUND
Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
For more information about our industry and team culture, please visit our website at AdvantaIRA.com!
 

Powered by JazzHR

TJq81rlUzh