What are the responsibilities and job description for the Client Account Specialist position at The Predictive Index?
Purpose
The Predictive Index—the talent optimization leader—is an award-winning best place to work (Inc., Glassdoor, Boston Business Journal, The Boston Globe).
Our mission is “Better work, Better world,” and we take great pride in PI’s power to supercharge workplace relationships and culture to achieve the unthinkable. We’re our own best case study! You’ll be working toward a mission that inspires you, and you’ll be surrounded by fun, smart, driven people day in and day out.
There’s a reason more than 10,000 companies—including The LA Clippers, Hugo Boss, Nissan, Pendo, AstraZeneca, and Bosch—trust PI to help them hire top talent, design winning teams, and develop leaders at every level. Come discover how we empower our clients to solve their biggest challenges and make their business dreams come true.
The Predictive Index is a place where people with diverse backgrounds, experiences, and perspectives collaborate on amazing, important work. We celebrate our differences, knowing that they are fundamental to our success as an organization. “Better Work, Better World,” starts here, in an organization where every member of the PI community is valued, respected, and welcome. We encourage people from underrepresented backgrounds to apply.
Position
We’re looking for a proactive, client-focused Client Account Specialist who thrives in a fast-paced SaaS environment. This role supports a book of business across the full customer lifecycle - from onboarding and adoption through renewals and expansion - ensuring clients consistently realize value.
The ideal candidate is energized by digital automation and data-driven workflows, using customer signals, triggers, and insights to prioritize work, streamline outreach, and deliver a consistent, scalable customer experience. You’re motivated by results and customer outcomes, and you bring a consultative mindset to every interaction - helping clients get the most from The Predictive Index.
You know how to build trusted relationships, identify client needs, and coordinate effectively across internal teams. You communicate clearly, follow through reliably, and keep accounts on track by maintaining a customer-first approach.
Key Responsibilities
This is a non-exempt, hourly position. The salary range for the role is $70,000 - $90,000 OTE annually.
The specific salary offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s relevant experience and work location. In addition, this position is eligible for 401k and our generous benefits package (including unlimited PTO!)
At The Predictive Index, we value flexibility. All PI employees have the choice to work either at our Westwood, MA headquarters, Remote, or a mix of both!
Just as our employees are threads in the cultural fabric of PI, THREADS is our framework for understanding our core values.
Teamwork: Focus on the “we,” not the “me.”
Honesty: Follow your moral compass.
Reliability: Be someone others can count on.
Energy: Be balanced, be energized.
Action: Errors of action are better than errors of inaction. Be brave.
Drive: Own it.
Scope: Don't try to boil the ocean.
The Predictive Index participates in E-Verify. E-Verify is an Internet-based system that compares information from an employee's Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.
The Predictive Index is an Equal Opportunity Employer.
This position may be performed in our Massachusetts headquarters or remotely within the United States.
The Predictive Index—the talent optimization leader—is an award-winning best place to work (Inc., Glassdoor, Boston Business Journal, The Boston Globe).
Our mission is “Better work, Better world,” and we take great pride in PI’s power to supercharge workplace relationships and culture to achieve the unthinkable. We’re our own best case study! You’ll be working toward a mission that inspires you, and you’ll be surrounded by fun, smart, driven people day in and day out.
There’s a reason more than 10,000 companies—including The LA Clippers, Hugo Boss, Nissan, Pendo, AstraZeneca, and Bosch—trust PI to help them hire top talent, design winning teams, and develop leaders at every level. Come discover how we empower our clients to solve their biggest challenges and make their business dreams come true.
The Predictive Index is a place where people with diverse backgrounds, experiences, and perspectives collaborate on amazing, important work. We celebrate our differences, knowing that they are fundamental to our success as an organization. “Better Work, Better World,” starts here, in an organization where every member of the PI community is valued, respected, and welcome. We encourage people from underrepresented backgrounds to apply.
Position
We’re looking for a proactive, client-focused Client Account Specialist who thrives in a fast-paced SaaS environment. This role supports a book of business across the full customer lifecycle - from onboarding and adoption through renewals and expansion - ensuring clients consistently realize value.
The ideal candidate is energized by digital automation and data-driven workflows, using customer signals, triggers, and insights to prioritize work, streamline outreach, and deliver a consistent, scalable customer experience. You’re motivated by results and customer outcomes, and you bring a consultative mindset to every interaction - helping clients get the most from The Predictive Index.
You know how to build trusted relationships, identify client needs, and coordinate effectively across internal teams. You communicate clearly, follow through reliably, and keep accounts on track by maintaining a customer-first approach.
Key Responsibilities
- Manage a large book of small business accounts
- With the support systems and automation, steer the client through implementation, renewal, and product adoption.
- Identify, develop, and close opportunities with assigned accounts, ensuring the growth attainment of each account.
- Drive awareness, engagement, and adoption of PI solutions, associated features, and services to maximize client value.
- Collaborate with clients and internal stakeholders to continuously improve the client experience.
- Engage in exercising good judgment and prioritization to meet clients’ varying needs and deliverables.
- Proven account management experience, carrying a quota and meeting or exceeding key metrics.
- Ability to synthesize and summarize client feedback systematically.
- Excellent interpersonal communication (both written and verbal), presentation skills and the ability to collaborate effectively with various groups.
- Excellent listening and negotiation skills.
This is a non-exempt, hourly position. The salary range for the role is $70,000 - $90,000 OTE annually.
The specific salary offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s relevant experience and work location. In addition, this position is eligible for 401k and our generous benefits package (including unlimited PTO!)
At The Predictive Index, we value flexibility. All PI employees have the choice to work either at our Westwood, MA headquarters, Remote, or a mix of both!
Just as our employees are threads in the cultural fabric of PI, THREADS is our framework for understanding our core values.
Teamwork: Focus on the “we,” not the “me.”
Honesty: Follow your moral compass.
Reliability: Be someone others can count on.
Energy: Be balanced, be energized.
Action: Errors of action are better than errors of inaction. Be brave.
Drive: Own it.
Scope: Don't try to boil the ocean.
The Predictive Index participates in E-Verify. E-Verify is an Internet-based system that compares information from an employee's Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.
The Predictive Index is an Equal Opportunity Employer.
This position may be performed in our Massachusetts headquarters or remotely within the United States.
Salary : $70,000 - $90,000