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Associate Account Manager, WCN


EVERFI is an international technology company driving social impact through education to address the most challenging issues affecting society ranging from financial wellness to mental health to workplace conduct and other critical topics. Founded in 2008, EVERFI’s Impact-as-a-Service TM solution and digital educational content have reached more than 41 million learners globally. In 2020, the company was recognized as one of the World’s Most Innovative Companies by Fast Company and was featured on Fortune Magazine’s Impact 20 List. The company was also named to the 2021 GSV EdTech 150, a list of the most transformative growth companies in digital learning. Some of America’s leading CEOs and venture capital firms are EVERFI investors including Amazon founder and CEO Jeff Bezos, Google Chairman Eric Schmidt, Twitter founder Evan Williams, as well as Advance, Rethink Education, Rethink Impact, The Rise Fund, and TPG Growth. To learn more about EVERFI and how you can #answerthecall please visit or follow us on Facebook, Instagram, LinkedIn, or Twitter @EVERFI.

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The Associate Account Manager helps build, maintain, and grow effective long-term relationships with customer stakeholders in an assigned group of accounts in the Workplace Culture Network (WCN). The Associate Account Manager owns a defined territory of accounts in a specified business line and is directly responsible for the territories renewal and expansion goals. Additionally Associates build relationships with new and existing customers, maintain and report on customer programs,  and identify risk or growth opportunities -  all of which drive customer retention, renewal of existing business, and growth with existing accounts. 


  • Serve as the primary day-to-day contact for customers and internal program stakeholders for a portfolio of customers in assigned territory.
  • Manage a high volume of accounts and achieve revenue targets by implementing scalable strategies to secure renewals and increasing revenue spend per account.
  • Drive the onboarding and implementation process with support from internal centralized team and ensure that deliverables are executed on time and effectively based on contractual terms.
  • Educate and engage customer contacts through scalable campaigns and touchpoints to ensure the customer is getting maximum value from their partnership with EVERFI and provide consistent updates and information about new products and capabilities.
  • Forecast and accurately track account activity through the stages of the sales process in our Customer Relationship Management (CRM) system.
  • Maintain a strong understanding of EVERFI offerings and services to ensure that customer questions and needs can be addressed.
  • Partner with a centralized services team to organize, investigate, and resolve customer issues in a timely and effective manner.
  • Other job-related duties as assigned.

Skills, Experience and Qualifications 

  • Bachelor degree or equivalent combination of education and experience preferred
  • 1 year of professional experience preferred in sales, customer or account management, fundraising, or related client facing roles 
  • Goal and Growth mindset
  • Experience using a Customer Relationship Management (CRM) system to forecast and track activities and opportunities preferred
  • Experience in a client service environment 
  • Ability to collaborate and work effectively with internal team members
  • Strong time management skills
  • Attention to detail, problem solving skills, and solutions oriented
  • Strong oral and written communication as well as active listening skills

Work-life, culture, & perks:

  • Competitive base salary and bonus potential
  • 401k program and company match
  • Comprehensive health care and excellent parental leave benefits
  • Flexible PTO and generous holiday schedule
  • Casual work environment
  • Remote work opportunity 

Company Values:

We’re looking for future team members who are energized and inspired by our values, as well as people who bring new backgrounds, perspectives, and experiences. At EVERFI, our eight core values are an active part of everything we do:

  • Relationships First
  • Demand Excellence
  • Embrace Diversity of Thought & Drive Change
  • Act Like an Owner
  • Always Show Up
  • Share the Credit
  • Require Honesty & Positivity
  • Always Ask: “Did I Matter Today?”


EVERFI appreciates your interest in our company as a place of employment. It is EVERFI policy to provide equal opportunity for employment to all qualified employees and applicants, regardless of race, religion, religious affiliation, ancestry, citizenship status, marital status, familial status, sexual orientation, gender identity, color, creed, national origin, sex, age, disability, or veteran status or any other characteristic protected by local, state or federal law. This policy applies to all areas of employment including recruitment, placement, training, transfer, promotion, termination, pay, and other forms of compensation and benefits. EVERFI will provide reasonable accommodations to qualified individuals with disabilities.


Job ID: 3979403
Employment Type: Other