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.

Objectives of this Role

• 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

Skills and Qualifications

• Professional experience in a sales or customer service role
• Ability to multitask and juggle several responsibilities simultaneously
• Strong written and verbal communication skills
• Good attention to detail and organizational skills

Preferred Qualifications

• Proven track record of meeting or exceeding quotas and receiving positive customer feedback

• Proficiency with common customer success and customer relationship management software, such as Salesforce
• College graduate with bachelor’s degree as minimum
• Mature, well rounded, and passionate individual willing to excel in the field of Sales