Account Manager

ABOUT FORIAN INC.

Forian provides a unique suite of SaaS solutions, data management capabilities, and proprietary data and analytics to optimize and measure operational, clinical, and financial performance for customers within the traditional and emerging life sciences, healthcare payer and provider segments.

Kyber Data Science, a Forian company, offers a unique source of curated and enriched real-world health care insights. We help investors understand U.S. market forces by providing predictive analytics and proprietary data to optimize operational, clinical, and financial performance.

DESCRIPTION

We are seeking an Account Manager who will serve as the primary liaison for client relationships, ensuring smooth onboarding, access management, and ongoing engagement. This role involves supporting subject matter experts by fielding client inquiries, coordinating meetings, and managing custom requests. The Account Manager will also lead client communications, oversee renewals and trials, and maintain standardized documentation and internal trackers. Additionally, they will handle termination protocols and administrative coordination to ensure a seamless client experience.

RESPONSIBILITIES

Client Relationship & Account Stewardship

• Serve as the primary contact for client needs and engagement.
• Conduct onboarding and training for new users.
• Manage user access across platforms (Sisense, SharePoint, etc.).
• Track contract dates for proactive renewal planning.

Support for Subject Matter Experts (SMEs)

• Handle inbound client requests related to product and business scope.
• Clarify subscription boundaries and upselling opportunities.
• Submit and track custom requests via JIRA.
• Lead client meetings and follow up on action items.

Ongoing Client Communication & Engagement

• Develop and send weekly updates (dashboard refreshes, insights, etc.).
• Maintain editorial control over client communications.

Renewals & Trials Management

• Monitor contract deadlines and schedule renewal check-ins.
• Share product updates and usage data to support retention.
• Facilitate trial account workflows and feedback collection.

Documentation & Standardization

• Maintain and distribute updated product documentation.
• Standardize templates and messaging for communications.
• Keep internal trackers current.

Termination Protocols

• Coordinate offboarding with Legal and communicate professionally.
• Remove client access from all tools and submit JIRA tickets for tracking.

Administrative Ownership

• Oversee technical setup coordination and client communication.
• Ensure accurate user provisioning and manage ad hoc requests.

BASIC QUALIFICATIONS

Education

• Bachelor’s degree in business, marketing, communications, or a related field.

Experience

• 2–4 years of experience in account management, client services, or customer success.
• Experience working with data platforms, dashboards, or subscription-based services is a plus.

Skills

• Strong communication and interpersonal skills.
• Excellent organizational and time-management abilities.
• Proficiency in tools like Excel, SharePoint, Sisense, and JIRA.
• Ability to manage multiple client accounts and prioritize tasks effectively.

Technical Aptitude

• Comfortable with onboarding clients to digital platforms.
• Ability to troubleshoot basic technical issues and coordinate with internal teams.
• Proficiency in: Excel, SharePoint, Sisense, JIRA, Salesforce, HubSpot, KFM, CRM systems

Client-Facing Abilities

• Proven ability to build and maintain strong client relationships.
• Experience leading client meetings and managing follow-ups.

Attention to Detail

• Skilled in documentation, tracking, and maintaining accurate records.
• Ability to manage renewals, trials, and offboarding processes with precision.

PREFERRED QUALIFICATIONS

• Master’s degree in business, marketing, or a related field.
• 5+ years of experience in account management or client success roles.
• Prior experience in B2B SaaS or data analytics platforms.
• Familiarity with CRM systems (e.g., Salesforce, HubSpot).
• Experience managing enterprise-level client accounts.
• Proven track record of driving client retention and upsell strategies.
• Strong analytical skills with the ability to interpret usage data and client feedback.
• Experience working in cross-functional teams including Legal, Product, and Engineering.
• Ability to create and deliver client-facing presentations and reports.
• Certification in project management (e.g., PMP, Agile) or customer success (e.g., CCSM).

Forian Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.