Account Manager

Texas and the Northeast

Recognized on the Inc. 5000 Honor Roll of fastest-growing companies in the nation - Engage is a leading, national Professional Employer Organization (PEO) - and we continue to grow! We are seeking two Account Managers, one based in Texas and the other in the Northeast (tri-state, New England) to join our dynamic team. The Account Manager will report directly to the Director of Account Managers. Duties include (but are not limited to) supporting multiple clients within their region in the co-employment relationship with Engage, and growing client loyalty through the engagement and utilization of all Engage products and services. The Account Manager works collaboratively with all cross-functional departments to ensure prompt resolution of product and service inquiries. The position plays a critical role in establishing strong client relationships and client retention and thus requires the ability to manage multiple priorities, solid communications skills and a client-centric focus, and the ability to develop effective solutions and closely monitor open projects to closure. This role also will partner with our Sales organization and participate in prospecting meetings, cultivating client relationships from initial contact.


  • The majority of work is performed in a remote home office environment. Attendance at meetings is required
  • Regular regional travel is required to meet client satisfaction levels; overnight travel is approximately 10%
  • Establish mutually productive relationships with their client base as measured by client retention and product penetration
  • Coordinate timely resolution to client inquiries by working closely with internal department teams, ensuring service level agreements are met, and client satisfaction is achieved
  • Conduct client on-site visits to evaluate client relationships to ensure maximum usage of the PEO service model. This includes offering customized solutions to improve the clients’ workplace efficiencies as well as ensuring compliance with Federal and State employer requirements
  • As the Client's primary point of contact, recommend strategic Engage products and services, offering customized solutions to improve the client's workplace efficiencies
  • Work closely with internal department teams to assess and orchestrate the resolution of client service issues on a daily basis.  Monitor operational deliverables based on negotiated timelines, ensuring client expectations are met
  • Conduct evaluation of client HR and payroll processes and programs to ensure maximum service delivery and client engagement
  • Travel to client locations to identify additional value-added Engage services and products and follow through to ensure deployment
  • Provide support to Engage sales professionals during prospect introductions on an as-needed basis
  • Proactively identify client needs through meetings and assessments, recommending and implementing HR products, services, and best practices to increase client engagement and retention  
  • Work with Engage HR Consultants to ensure a high level of client organizational effectiveness
  • Partner with Engage benefits department in support of annual open enrollment. Consults with clients on benefit offerings and contribution strategies to facilitate decision-making. Keep the client informed on the process, deadlines, etc. Provides necessary support to clients on communication strategies to employees, facilitating meetings, etc.
  • Partner with Sales consultants in prospect meetings, representing service and HR solutions
  • Proactively communicate with Sales on new products and services and provide training as necessary
  • Collaborate with Sales consultants to resolve any concerns as needed


  • Strong knowledge of PEO, Work comp, HR, and payroll
  • Advanced skills in Microsoft Office (i.e., Word, Excel, PowerPoint, Access, SharePoint, etc.) required
  • Advanced skills in HR Program Software and HRIS Systems preferred
  • Excellent Organizational Skills with a focus on time management
  • Ability to multi-task
  • Maintains social, ethical, and organizational norms; firmly adheres to codes of conduct and ethical principles
  • Effectively manages emotional or difficult customer situations, responds promptly to customer needs, solicits customer feedback to improve service, responds to request for service and assistance, meets commitments
  • Identifies problems promptly, gathers and analyzes information skillfully; develops alternative solutions
  • Excellent memory retention and the ability to learn quickly due to the amount of detail involved
  • Follows instructions and responds to Management’s direction, takes responsibility for own actions, keeps commitments, commits to long hours of work when necessary to reach goals, completes tasks on time or notifies. appropriate person with an alternative plan; ability to work independently with minimal supervision
  • Volunteers readily, undertakes self-development activities, seeks increased responsibilities, asks for and offers help as needed when appropriate
  • Writes and speaks clearly, informatively, and persuasively; adapts style to meet needs, listens, and seeks clarification. Responds well to questions, demonstrates group presentation skills, and participates in meetings
  • Demonstrate an open-minded, team-oriented, and collaborative work style
  • Ability to work in a dynamic, rapidly changing environment, adapting to changing requirements and collaborating with a wide range of colleagues to deliver solutions quickly
  • Extremely detail-oriented with demonstrated ability to self-direct, prioritize work, and meet deadlines
  • Maintains social, ethical, and organizational norms; firmly adheres to codes of conduct and ethical principles
  • Focuses on building relationships, effectively resolving conflict, and maintaining confidentiality; approaches others in a tactful manner, treats others with respect and consideration regardless of status or position


  • Bachelor’s degree from an accredited college or university preferred
  • 5+ years experience in an HR/account management role working in a high pressure and fast-paced environment preferred
  • Bilingual English/Spanish a plus; Bilingual required for certain markets
  • ClientSpace and PrismHR knowledge is a plus

We offer a competitive salary and comprehensive benefits package.

Please send your resume and salary requirements to:

Engage PEO provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.