Customer Account Manager
New
O
OomaTelecommunications
Remote, USFull-TimeEntry
Salary$50,000 — $60,000 USD
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Job Details
- Experience
- 0–2 years
- Required Skills
- SalesforceAccount ManagementCRMCustomer Success
Requirements
- 0–2 years of experience in customer success, account management, or a customer-facing support or coordination role.
- Strong organizational skills with the ability to manage a high volume of accounts with growing independence.
- Clear and professional written and verbal communication skills.
- Ability to identify and address common challenges using analytical thinking and established processes.
- Familiarity with CRM platforms (Salesforce preferred) and standard business communication tools.
- Genuine curiosity, openness to feedback, and a drive to grow professionally.
- Experience in telecommunications or UCaaS is a plus, but not required.
Responsibilities
- Own a high-volume portfolio of smaller business accounts, serving as the primary point of contact for day-to-day account needs and inquiries.
- Prepare and present renewal quotes and route agreements through DocuSign and approval workflows.
- Identify, document, and escalate at-risk accounts in Salesforce to mitigate churn.
- Respond to inbound customer concerns and service-related issues, partnering with Support teams to drive resolution.
- Guide customers on product best practices and feature adoption to reduce reliance on reactive support.
- Maintain accurate records of customer interactions, account health, and renewal activity in Salesforce.
- Flag potential upsell or expansion opportunities and coordinate with internal teams to support growth.
- Utilize AI tools to find opportunities for process improvements and automation.
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