Client relationship management Job Salaries

Find salary information for remote positions requiring Client relationship management skills. Make data-driven decisions about your career path.

Client relationship management

Median high-range salary for jobs requiring Client Relationship Management:

$131,400

This analysis is based on salary ranges collected from 381 job descriptions that match the search and allow working remotely. Choose a country to narrow down the search and view statistics exclusively for remote jobs available in that location.

The Median Salary Range is $95,000 - $131,400

  • 25% of job descriptions advertised a maximum salary above $188,364.5.
  • 5% of job descriptions advertised a maximum salary above $300,000.

Skills and Salary

Specific skills can have a substantial impact on salary ranges for jobs that align with these search preferences. Certain in-demand skills are highly valued by employers and can significantly boost compensation. These skills often reflect the unique requirements and challenges faced by professionals in these roles. Some of the most sought-after skills that correlate with higher salaries include Leadership, RESTful APIs and Salesforce. Mastering these skills can demonstrate expertise and make individuals more competitive in the job market. Employers often prioritize candidates who possess these skills, as they can contribute directly to the organization's success. The ability to effectively utilize these skills can lead to increased earning potential and career advancement opportunities.

  1. Leadership

    30% jobs mention Leadership as a required skill. The Median Salary Range for these jobs is $125,900 - $180,000

    • 25% of job descriptions advertised a maximum salary above $244,350.
    • 5% of job descriptions advertised a maximum salary above $408,750.
  2. RESTful APIs

    27% jobs mention RESTful APIs as a required skill. The Median Salary Range for these jobs is $95,000 - $150,000

    • 25% of job descriptions advertised a maximum salary above $215,250.
    • 5% of job descriptions advertised a maximum salary above $362,100.
  3. Salesforce

    29% jobs mention Salesforce as a required skill. The Median Salary Range for these jobs is $100,000 - $147,500

    • 25% of job descriptions advertised a maximum salary above $195,000.
    • 5% of job descriptions advertised a maximum salary above $359,400.
  4. Sales experience

    54% jobs mention Sales experience as a required skill. The Median Salary Range for these jobs is $100,000 - $145,000

    • 25% of job descriptions advertised a maximum salary above $210,750.
    • 5% of job descriptions advertised a maximum salary above $350,088.75.
  5. Account Management

    48% jobs mention Account Management as a required skill. The Median Salary Range for these jobs is $100,000 - $145,000

    • 25% of job descriptions advertised a maximum salary above $200,000.
    • 5% of job descriptions advertised a maximum salary above $301,320.
  6. CRM

    34% jobs mention CRM as a required skill. The Median Salary Range for these jobs is $93,750 - $140,875

    • 25% of job descriptions advertised a maximum salary above $209,950.
    • 5% of job descriptions advertised a maximum salary above $300,000.
  7. Data Analysis

    31% jobs mention Data Analysis as a required skill. The Median Salary Range for these jobs is $99,000 - $140,000

    • 25% of job descriptions advertised a maximum salary above $195,000.
    • 5% of job descriptions advertised a maximum salary above $301,815.
  8. Project Management

    37% jobs mention Project Management as a required skill. The Median Salary Range for these jobs is $95,702.5 - $133,900

    • 25% of job descriptions advertised a maximum salary above $188,000.
    • 5% of job descriptions advertised a maximum salary above $301,320.
  9. Communication Skills

    58% jobs mention Communication Skills as a required skill. The Median Salary Range for these jobs is $90,000 - $125,000

    • 25% of job descriptions advertised a maximum salary above $180,180.
    • 5% of job descriptions advertised a maximum salary above $300,000.

Industries and Salary

Industry plays a crucial role in determining salary ranges for jobs that align with these search preferences. Certain industries offer significantly higher compensation packages compared to others. Some in-demand industries known for their competitive salaries in these roles include Software Development, Sales and Software as a Service (SaaS). These industries often have a strong demand for skilled professionals and are willing to invest in talent to meet their growth objectives. Factors such as industry size, profitability, and market trends can influence salary levels within these sectors. It's important to consider industry-specific factors when evaluating potential career paths and salary expectations.

  1. Software Development

    5% jobs are in Software Development industry. The Median Salary Range for these jobs is $133,000 - $221,000

    • 25% of job descriptions advertised a maximum salary above $276,000.
    • 5% of job descriptions advertised a maximum salary above $401,200.
  2. Sales

    2% jobs are in Sales industry. The Median Salary Range for these jobs is $154,800 - $211,500

    • 25% of job descriptions advertised a maximum salary above $278,000.
    • 5% of job descriptions advertised a maximum salary above $1,600,000.
  3. Software as a Service (SaaS)

    2% jobs are in Software as a Service (SaaS) industry. The Median Salary Range for these jobs is $120,000 - $160,000

    • 25% of job descriptions advertised a maximum salary above $231,500.
    • 5% of job descriptions advertised a maximum salary above $250,000.
  4. Financial Services

    2% jobs are in Financial Services industry. The Median Salary Range for these jobs is $115,000 - $142,000

    • 25% of job descriptions advertised a maximum salary above $160,600.
    • 5% of job descriptions advertised a maximum salary above $190,000.
  5. Marketing

    2% jobs are in Marketing industry. The Median Salary Range for these jobs is $90,000 - $140,000

    • 25% of job descriptions advertised a maximum salary above $155,000.
    • 5% of job descriptions advertised a maximum salary above $184,355.
  6. Insurance

    3% jobs are in Insurance industry. The Median Salary Range for these jobs is $84,040 - $133,845

    • 25% of job descriptions advertised a maximum salary above $220,000.
    • 5% of job descriptions advertised a maximum salary above $250,000.
  7. Healthcare

    4% jobs are in Healthcare industry. The Median Salary Range for these jobs is $95,100 - $130,000

    • 25% of job descriptions advertised a maximum salary above $185,925.
    • 5% of job descriptions advertised a maximum salary above $329,000.
  8. Digital Marketing

    2% jobs are in Digital Marketing industry. The Median Salary Range for these jobs is $90,000 - $100,000

    • 25% of job descriptions advertised a maximum salary above $140,000.
    • 5% of job descriptions advertised a maximum salary above $275,000.
  9. Fintech

    2% jobs are in Fintech industry. The Median Salary Range for these jobs is $44,800 - $92,400

    • 25% of job descriptions advertised a maximum salary above $150,000.
    • 5% of job descriptions advertised a maximum salary above $175,000.
  10. E-Commerce

    2% jobs are in E-Commerce industry. The Median Salary Range for these jobs is $79,500 - $90,000

    • 25% of job descriptions advertised a maximum salary above $150,850.
    • 5% of job descriptions advertised a maximum salary above $300,000.

Disclaimer: This analysis is based on salary ranges advertised in job descriptions found on Remoote.app. While it provides valuable insights into potential compensation, it's important to understand that advertised salary ranges may not always reflect the actual salaries paid to employees. Furthermore, not all companies disclose salary ranges, which can impact the accuracy of this analysis. Several factors can influence the final compensation package, including:

  • Negotiation: Salary ranges often serve as a starting point for negotiation. Your experience, skills, and qualifications can influence the final offer you receive.
  • Benefits: Salaries are just one component of total compensation. Some companies may offer competitive benefits packages that include health insurance, paid time off, retirement plans, and other perks. The value of these benefits can significantly affect your overall compensation.
  • Cost of Living: The cost of living in a particular location can impact salary expectations. Some areas may require higher salaries to maintain a similar standard of living compared to others.

Jobs

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🔥 Sr. Property Administrator
Posted about 3 hours ago

📍 United States

💸 65000.0 - 75000.0 USD per year

🔍 Real Estate

  • Bachelor's degree in Business Administration, Real Estate, or related field
  • 5+ years of experience in commercial property management
  • Strong financial acumen and proficiency in property management software
  • Excellent communication and interpersonal skills
  • Proven ability to manage multiple properties and priorities effectively
  • Knowledge of relevant real estate laws and regulations
  • Valid driver's license and ability to travel as needed
  • Oversee financial operations, including monthly funding requests, budget preparation, vendor invoices and payments, and expense management
  • Assist Managers with coordination of maintenance activities, ensuring properties meet the highest standards
  • Develop and maintain strong relationships with the client and vendors, addressing concerns promptly and professionally
  • Collaborate with internal teams to implement property management strategies and initiatives
  • Prepare and analyze regular property performance reports for clients and stakeholders
  • Ensure compliance with relevant laws, regulations, and company policies
  • Lead and mentor junior team members, fostering a culture of collaboration and innovation

LeadershipProject ManagementOperations ManagementFinancial ManagementCommunication SkillsMicrosoft ExcelAccountingOrganizational skillsComplianceMS OfficeReportingClient relationship managementBudgetingRelationship managementTeam managementFinancial analysisBudget management

Posted about 3 hours ago
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🔥 Project Manager
Posted about 4 hours ago

📍 United States

🧭 Full-Time

💸 86500.0 - 129500.0 USD per year

🔍 Software Development

🏢 Company: Classy👥 251-500💰 Series D over 3 years agoCrowdfundingNon ProfitEventsSoftware

  • 5-7 years of Project Management experience
  • Experience managing large-scale projects
  • Proven, hands-on experience successfully implementing SaaS and/or enterprise software applications
  • Demonstrated ability to prioritize and manage workflow to meet deadlines
  • Strong people skills to lead collaboration across functions and organizations
  • Experience identifying and implementing process improvements
  • Superior analytical, problem-solving and critical thinking abilities
  • Excellent organization and planning skills
  • Serve as an Senior Project Manager for the post-sales customer journey for complex, Enterprise Customers
  • Support evaluation of opportunities, review requirements, develop Statement of Works, support solution design, create schedule and cost estimates
  • Gather information from customers to evaluate their needs and create bespoke implementation solutions
  • Responsible for completion of deliverables, execution of the implementation and overall project success.
  • Develop unique project artifacts as required for complex customer projects
  • Creatively solution to solve unique customer problems to meet use case requirements
  • Identify, monitor and communicate project risks and scope changes that may arise during the implementation.
  • Ensure the services delivered conform to what has been contractually agreed between client and Classy.
  • Build strong relationships with all internal and external project stakeholders.
  • Manage resource planning and utilization.
  • Own and drive process improvements, internal projects, implementation success, and software documentation.
  • Mentor junior members of the team and own training responsibility for new team members and upleveling junior staff

Project ManagementAgileSalesforceSCRUMProject CoordinationCross-functional Team LeadershipResource PlanningAccount ManagementClient relationship managementRisk ManagementStakeholder managementProcess improvementCustomer SuccessSaaS

Posted about 4 hours ago
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🔥 Senior Account Executive
Posted about 6 hours ago

📍 United States, Canada

🧭 Full-Time

💸 175000.0 - 216000.0 USD per year

🔍 Software Development

🏢 Company: Procurify👥 101-250💰 $20,000,000 5 months agoCloud ComputingSaaSSupply Chain ManagementEnterprise SoftwareFinTechSoftwareProcurement

  • Minimum of 3 years of B2B SaaS sales experience - bonus points for previous experience in a tech start-up selling into finance and exposure to accounting
  • Preferably experience in procurement and accounts payable software
  • Able to close mid-market deals with minimal executive sponsorship
  • Strong track record of success crushing sales quotas and comfortable closing deals ranging from $30K-$75K+
  • A competitive attitude with an aptitude and experience developing your own business opportunities and seeing them through to the final sale
  • Guide the office of the CFO and other executive decision makers at mission driven companies on their spend management and procurement journeys.
  • Leverage our comprehensive Procure-to-Pay platform to help your customers create visibility and control to reduce their spend while optimizing procurement, contract management, and accounts payable processes to achieve breakthrough financial results.
  • Build strong customer relationships and develop strategic territory or vertical plans.
  • Orchestrate every step of the sales cycle, from opportunity identification to closing deals, and will be rewarded for exceeding targets with a top-tier compensation package.

SalesforceRESTful APIsAccount ManagementNegotiation skillsClient relationship managementBudgetingSales experienceLead GenerationCRMFinancial analysisCustomer SuccessSaaS

Posted about 6 hours ago
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🔥 Customer Success Manager
Posted about 6 hours ago

📍 Canada

🧭 Full-Time

💸 73000.0 - 90000.0 CAD per year

🔍 SaaS

🏢 Company: Procurify👥 101-250💰 $20,000,000 5 months agoCloud ComputingSaaSSupply Chain ManagementEnterprise SoftwareFinTechSoftwareProcurement

  • 3+ years of Customer Success experience in SaaS
  • Experience within B2B SaaS
  • Experience within Fintech
  • Strong problem-solving skills and a self-starter attitude
  • Customer-centric mindset; challenges the status quo and finds a better way
  • Understands our customer personas and the goals and challenges of our target market
  • Excellent written and verbal communication skills both internally and externally
  • Keeps up to date on trends and news from the industry, our competitors, and our target market
  • Shares Procurify values of Compassion, Courage, Creativity and Curiosity
  • Comfortable working independently as well as part of a team in a fast-paced environment
  • Manage a book of business valued at approximately $1-2M; overseeing the entire customer journey from post-onboarding to product adoption, expansion, advocacy, and renewal
  • Build and nurture long-term relationships with customers, ensuring they achieve their business objectives
  • Drive product adoption by providing guidance and resources to ensure customers fully utilize and benefit from Procurify
  • Proactively manage and monitor customer health, identifying and addressing escalations and churn risks, regardless of renewal timing
  • Identify upsell and expansion opportunities for the Account Management team to maximize customer value and business growth
  • Communicate customer needs cross-functionally while balancing them with business objectives and managing customer expectations

Communication SkillsCustomer serviceRelationship buildingProblem-solving skillsAccount ManagementActive listeningClient relationship managementCross-functional collaborationCRMCustomer SuccessSaaS

Posted about 6 hours ago
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🔥 Account Executive
Posted about 6 hours ago

📍 United States, Canada

🧭 Full-Time

💸 144000.0 - 176000.0 USD per year

🔍 SaaS

🏢 Company: Procurify👥 101-250💰 $20,000,000 5 months agoCloud ComputingSaaSSupply Chain ManagementEnterprise SoftwareFinTechSoftwareProcurement

  • Minimum of 3 years of B2B SaaS sales experience - bonus points for previous experience in a tech start-up selling into finance and exposure to accounting
  • Preferably experience in procurement and accounts payable software
  • Able to close mid-market deals with minimal executive sponsorship
  • A competitive attitude with an aptitude and experience developing your own business opportunities and seeing them through to the final sale
  • Strong track record of success crushing sales quotas and comfortable closing deals ranging from $30K-$75K+
  • Great energy that people gravitate toward and can sell the vision of digital transformation in the procure-to-pay process to create a customer-centric experience for our clients’ end-customers. This is both an emotional sale for an innovative solution with your Technical Users and Buyers and a rational one that delivers excellent ROI for your Economic Buyers
  • A challenger - able to lead with commercial insight, teaching your customers, tailoring your conversations, and taking control of the sales process while remaining consistent in your deal management approach delivering scalable / repeatable results
  • A natural learner - curious, confident and enthusiastic. You love to ask questions and deeply understand your customer’s problems
  • Well-organized and can manage many moving pieces at once, coordinating internal teams to bring the best that Procurify can offer your clients
  • Process-oriented- an expert at maintaining excellent pipeline hygiene and accurate forecasting
  • A bias toward action, loves to dive in and get stuff done, over-delivering on expectations and creating plans to close gaps in the forecast as they arise
  • Guide the office of the CFO and other executive decision makers at mission driven companies on their spend management and procurement journeys.
  • Leverage our comprehensive Procure-to-Pay platform to help your customers create visibility and control to reduce their spend while optimizing procurement, contract management, and accounts payable processes to achieve breakthrough financial results.
  • Build strong customer relationships and develop strategic territory or vertical plans.
  • Orchestrate every step of the sales cycle, from opportunity identification to closing deals, and will be rewarded for exceeding targets with a top-tier compensation package.

SalesforceCommunication SkillsRESTful APIsAccount ManagementNegotiation skillsClient relationship managementSales experienceLead GenerationCRMCustomer Success

Posted about 6 hours ago
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🔥 Omni-channel Marketing Manager
Posted about 7 hours ago

📍 United States

💸 99000.0 - 110000.0 USD per year

🔍 Marketing

🏢 Company: Honor👥 1000-5000Home DecorE-CommerceSales

  • 5+ years of experience in digital marketing, marketing operations, or omnichannel campaign management.
  • Experience working with or supporting a franchise or multi-location business model preferred.
  • Strong understanding of digital marketing tactics, including SEO/SEM, social media, email marketing, paid media, and CRM systems.
  • Ability to use data and analytics to communicate omnichannel performance
  • Excellent project management skills, with the ability to manage multiple requests and priorities simultaneously.
  • Strong communication and relationship-building skills, with experience in client or stakeholder support.
  • Proficiency with marketing tools such as Google Analytics, CRM platforms, and marketing automation software.
  • Experience developing SOPs and leading team training initiatives is a plus.
  • Provide digital marketing strategies to improve lead generation, client engagement, and retention across franchise offices.
  • Consult with franchise owners to develop personalized omnichannel campaigns, including website optimization, social media, search engine marketing (SEM), email marketing, and more.
  • Analyze and optimize customer touchpoints to improve the overall client experience across all channels.
  • Collaborate with cross-functional teams, including performance marketing, sales, design, and content to execute customer experience tactics that improve business outcomes and customer experience.
  • Develop retention initiatives and segmentation strategies to increase client loyalty and engagement.
  • Report on key metrics and trends to support performance insights to support ongoing business initiatives.
  • Serve as the primary contact for franchise digital marketing requests and needs.
  • Prioritize and manage all incoming marketing support inquiries, ensuring timely and effective resolution.
  • Identify trends in franchise inquiries to proactively develop resources and solutions.
  • Design and implement seamless marketing strategies across multiple channels to ensure a unified brand experience.
  • Leverage tools like CRM, marketing automation, and data platforms to track and deliver personalized marketing messages.
  • Develop and execute campaigns focused on client retention, reducing churn, and increasing lifetime value (LTV).
  • Implement client feedback mechanisms to gather insights for continuous improvement.
  • Develop, document, and implement standard operating procedures (SOPs) to streamline the intake and resolution of franchise requests.
  • Collaborate with cross-functional teams, including marketing support and IT, to ensure franchise owners receive consistent and quality assistance.
  • Lead training sessions for marketing support, franchise support, and IT teams to enhance their ability to handle digital marketing-related questions.
  • Create educational materials and training guides to support ongoing professional development.

Project ManagementData AnalysisGoogle AnalyticsSEORESTful APIsClient relationship managementMarketingLead GenerationDigital MarketingCRMA/B testing

Posted about 7 hours ago
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📍 United States

🧭 Part-Time

💸 55451.2 - 58344.0 USD per year

🏢 Company: Relocity👥 251-500💰 Private 11 months agoHospitalityMobile AppsReal EstateSoftware

  • Must have at least 5 years of residency in Fairfield, CT, with extensive knowledge of the local rental market, education system, and local registration processes
  • Must own (not rent) a reliable, registered, and insured 4-door vehicle with a valid driver’s license, as the role involves driving clients for area tours and rental searches.
  • Must be flexible and available to work weekends
  • Extensive experience with technology tools such as Microsoft Office, Google GSuite, and CRM systems
  • Must have a laptop, smartphone, and reliable internet connection
  • Develop strong relationships with relocating employees by understanding their unique needs, preferences, and concerns throughout the relocation process.
  • Provide expert guidance on the city’s neighborhoods, transportation options, and local culture to help employees make informed decisions.
  • Conduct in-depth housing and school research, including rental market trends, school ratings, commute times, and neighborhood suitability based on client preferences.
  • Assist with essential services such as DMV registration, banking setup, and other logistical requirements to ensure a smooth transition.
  • Curate personalized recommendations for social, cultural, and lifestyle activities, including restaurants, networking events, fitness centers, and family-friendly venues.
  • Gather and deliver customized information by conducting research, leveraging local expertise, and utilizing Relocity’s proprietary software and GSuite products to create tailored client reports.
  • Coordinate and lead area tours, either in person or virtually, providing firsthand insights into neighborhoods, housing options, and key amenities.
  • Facilitate ongoing communication with relocating employees via phone, email, video calls, or in-person meetings to address questions and provide timely updates.
  • Serve as the primary point of contact throughout the entire relocation journey, liaising between clients, partners, and vendors to ensure a seamless experience.
  • Efficiently manage multiple relocations at various stages, maintaining organization, attention to detail, and proactive follow-ups.
  • Handle administrative responsibilities, including updating client records, documenting key interactions, and ensuring all necessary tasks are completed in a timely manner.

Project ManagementCommunication SkillsAnalytical SkillsProblem SolvingCustomer serviceMicrosoft OfficeAttention to detailOrganizational skillsTime ManagementWritten communicationInterpersonal skillsAdaptabilityResearchNegotiation skillsActive listeningClient relationship managementMarket ResearchComputer skillsCRMEnglish communication

Posted about 7 hours ago
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📍 Nicaragua, Panama, El Salvador, Brazil, Honduras

💸 3000.0 - 4000.0 USD per month

🔍 Digital marketing

🏢 Company: Remote Talent LATAM

  • 4+ years of experience in digital marketing, preferably in an agency setting
  • Strong knowledge of Meta Ads, Google Ads, and TikTok advertising
  • Experience managing client accounts and overseeing project execution
  • Proficiency in project management tools like Monday.com and Google Workspace
  • Familiarity with analytics tools such as Google Analytics and Triple Whale
  • Experience with Meta Business Manager
  • Prior experience working with DTC & e-commerce brands required
  • Previous experience working in a Marketing Agency
  • Excellent communication and collaboration skills to work effectively with clients and the team
  • Keep up-to-date on industry trends and best practices
  • Build and maintain strong, long-lasting customer relationships
  • Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives
  • Communicate the progress of monthly initiatives to internal and external stakeholders
  • Forecast and track key account metrics (e.g., monthly results and annual forecasts)
  • Prepare reports on account status
  • Identify and grow opportunities and collaborate with sales teams to ensure growth attainment
  • Operate as the lead point of contact for Meta Ads Strategy

Project ManagementGoogle AnalyticsCommunication SkillsCustomer serviceSEORESTful APIsPresentation skillsWritten communicationExcellent communication skillsAccount ManagementNegotiation skillsReportingClient relationship managementSales experienceMarketingDigital MarketingData analyticsCustomer SuccessBudget managementA/B testing

Posted about 8 hours ago
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🔥 Account Executive, Enterprise
Posted about 8 hours ago

📍 United States

🧭 Full-Time

💸 144144.0 - 180180.0 USD per year

🔍 Data Technology

  • 8+ years of large enterprise software sales experience and well-developed pattern recognition for navigating complex organizations.
  • Excellent written and verbal communication skills, with the ability to hold multiple stakeholders accountable throughout a complex value-driven sales cycle.
  • In-depth familiarity with the modern data technology industry and key players.
  • You are familiar with a solution-based approach to selling, have experience managing a complex sales process and possess excellent presentation and listening skills, organization and contact management capabilities.
  • You thrive in an extremely fast-paced, ever changing work environment. You’re able to keep up with a highly motivated team in a market that is growing extremely fast.
  • You are extremely organized. You are able to juggle lots of things at once while not letting anything drop.
  • You are a strategic thinker. You are able to see and communicate the big picture in an inspiring way.
  • You are a problem solver. You are resilient and creative, able to be resourceful to proactively seek out a solution to a problem.
  • You are enthusiastic! You exhibit passion and excitement for your work and you have a can-do attitude.
  • Collaborate cross-functionally with marketing, customer success, alliances, operations, and analytics to drive pipeline generation and exceed revenue goals.
  • Accelerate the growth & adoption of Fivetran in the Enterprise Market through value-driven sales cycles.
  • Lead in-depth discovery and demonstrate a deep interest in our Enterprise customers’ data challenges, identify required capabilities and positive business outcomes to drive towards valuable long term customer engagements.
  • Speak comfortably about Fivetran’s vision to a broad range of audiences from C-level executives to individual contributors.
  • Seek out and land deals with new Enterprise target accounts, then look to grow their footprint with Fivetran through new use cases, cross-sells and expansion.
  • Build strategic relationship with partners in order to identify new opportunities and accelerate deal cycles.
  • Forecast accurately and provide clear visibility on sales and revenue performance by actively managing and progressing opportunities.

Business IntelligenceData AnalysisETLSalesforceCommunication SkillsProblem SolvingRESTful APIsAccount ManagementNegotiation skillsClient relationship managementRelationship managementSales experienceStrategic thinkingCRM

Posted about 8 hours ago
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🔥 Inside Sales Broker
Posted about 8 hours ago

📍 United States of America

💸 85000.0 - 90000.0 USD per year

🔍 Insurance

🏢 Company: Careers👥 101-250PublishingTrainingHuman ResourcesCareer PlanningProfessional Services

  • High School Diploma or equivalent
  • One (1) or more years of successful insurance experience.
  • An active state insurance license.
  • Builds, expands, and solidifies relationships with clients at all levels within the company and leads appropriate resources to address the client’s needs, including risks and the identification and resolution of underwriting or policy issues.
  • Analyzes market information to develop, design, and implement creative strategies for sales team members and customers.
  • Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
  • Successfully markets and provides solutions for renewal business revenue from existing clients.
  • Discusses business needs and proposes company products and services for existing clients.
  • Retains knowledge of all markets available to maximize opportunities to negotiate placements.
  • Services the designated book of business as it relates to marketing, administration, and sales.
  • Monitors, identifies, and develops new methods for processes and procedures.
  • Maintains compliance with Quality Control guidelines.

SalesforceCommunication SkillsAnalytical SkillsMicrosoft ExcelCustomer serviceRESTful APIsNegotiationWritten communicationProblem-solving skillsAccount ManagementVerbal communicationActive listeningClient relationship managementSales experienceMarket ResearchCRM

Posted about 8 hours ago
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