Account Manager
Location
United States
Posted
4 days ago
Salary
Not specified
No structured requirement data.
Job Description
- Develop and maintain executive and departmental relationships with assigned clients.
- Establish and implement short- and long-range goals and objectives for each account.
- Perform regular reviews of client agreements to look for opportunities to expand or refresh.
- Proactive outreach to customers on a regular basis.
- Address and follow up on all client escalated issues.
- Deliver PulseCheck Business review presentations several times a year (QBRs).
- Monitor customer health and proactively work with internal teams and customers to reduce churn and mitigate accounts identified as at risk or “red”.
- Maintain sales forecasts, key contacts & roles, account notes, and other related documentation in Salesforce for all assigned accounts.
- Proactively work to quickly close any reactive tickets assigned to AM from ConnectWise (ticketing system).
- Have visibility into the support status of each account and assist as required for any high-profile issues.
- Have visibility into the accounts receivable status of each account and assist where needed for any delinquencies.
- Attain the annual sales quota established for your defined set of clients.
- Role is quota based so AM will actively be looking for ways to drive success and expansion within existing customer base.
- Develop and present project, service, and product quotes to clients.
- Provide a consultative approach to your customer relationships with an eye on upsell and expansion opportunities.
- Gather internal and external information to create working budgets with clients on a quarterly and annual basis.
- Keep an eye on expiration of any software and hardware for your customer and recommend replacements.
- Solid customer service and organizational skills
- 4-year bachelor’s degree from an accredited institution
- 2 – 3 years’ work experience in an account management role, project management role or related role
- High-level understanding of business technology; good understanding of network topology and its dependencies
- Ability to navigate difficult customers and situations
- Travel to client sites 20-30%
- Presenting proposals; strong written and verbal communication
- Customer-first approach
- Active approach to solving problems and receiving feedback
- Strong work ethic
- Salesforce experience a plus
- ConnectWise experience a plus
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