Caseware

Account Manager

• Cultivate and sustain robust relationships with key clients, acting as their primary point of contact for all inquiries, concerns, and escalations.
• Comprehend clients’ business objectives, challenges, and market trends to provide strategic counsel and solutions that align with their goals.
• Conduct regular business reviews with clients to evaluate their satisfaction, identify areas for improvement, and uncover opportunities for growth.
• Collaborate with internal teams, including Sales, Marketing, and Product Development, to ensure client needs are met and exceeded.
• Identify opportunities for upselling and cross-selling, working in close collaboration with the Solution Consulting and Product teams to develop account expansion strategies, particularly migration to our cloud solutions.
• Monitor and analyze client performance metrics, providing insights and recommendations for improvement across marketing, sales support and product teams.
• Remain current with industry trends, the competitive landscape, and market conditions to proactively identify potential risks and opportunities for our clients.
• Track and report on key account metrics and milestones that push the sales process forward and provide a positive customer experience, such as activity, revenue growth, customer retention, and client satisfaction, to senior management.
• Coordinate with internal stakeholders and partners to ensure smooth pilot evaluation, project implementation and successful delivery of services.
• Attend industry events and conferences to build relationships with existing clients and generate new business leads.
• Manage accurate pipeline and account activity in Salesforce.

Strategic Account Manager