Account Manager
3 days ago
I. PURPOSE
Dedicated and personable account manager to maintain our clients' accounts and serve as our main point of contact.
Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer service. Applicants should also be comfortable working with spreadsheets, organizational software, and sales tools.
II. DUTIES AND RESPONSIBILITIES
- Act as the main point of contact in all matters relating to client concerns and needs
- Build and strengthen client relationships to achieve long-term partnerships
- Maintain accurate client records, keeping track of any contract updates and renewals
- Work with sales and other internal teams to develop strategic sales and marketing plans and ensure KPIs are being met
- Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients
Daily and Weekly Responsibilities
- Take inquiries and requests from customers and address their needs
- Stay on top of accounts, making sure they're receiving services that are within their budget and meeting their needs
- Meet regularly with other members of the team to discuss progress and find new ways to improve business
- Generate progress reports to give to clients and higher-ups within the organization
- Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team regularly
III. QUALIFICATIONS
A. Minimum Education
- College graduate with bachelor's degree as minimum
B. Minimum Experience/Training
- Professional experience in a sales or customer service role
- Proficiency with common customer success and customer relationship management software, such as Salesforce
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