Account & Relationship Manager
New
W
Wolters KluwerFinancial services
Candidate can be located anywhere in the U.S, CST or EST preferredFull-TimeManager
Salary$47,600.00 - $81,250.00 USD; This role is eligible for Commission.
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years’ experience in account management, customer success or related role, preferred
- Required Skills
- Problem SolvingCustomer serviceCustomer SuccessAccount ManagementData entry
Requirements
- 3+ years’ experience in account management, customer success or related role, preferred.
- Experience within the insurance and/or financial services industry is preferred.
- Articulate ideas and information clearly, verbally and in writing.
- Understand basic customer service principles and practices.
- Have basic familiarity with the organization's products or services.
- Enter and maintain data accurately.
- Identify and resolve straightforward issues.
- Maintain organized records and manage time efficiently.
- Build client relationships through positive interactions.
- Have familiarity with basic sales software and CRM systems.
Responsibilities
- Identify potential clients and new business opportunities.
- Conduct initial outreach and establish first contact with potential customers.
- Support sales presentations and product demonstrations.
- Maintain accurate records of customer interactions and sales activities.
- Respond to basic customer inquiries and escalate complex issues to senior team members.
- Assist in preparing sales reports and tracking performance metrics.
- Learn and understand the organization's products and services.
- Coordinate meetings and gather customer feedback.
- Participate in team strategy sessions.
- Follow up promptly and help resolve issues to support customer satisfaction.
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