Software Sales Account Manager
Quest Software
CloudCyber SecurityVault
Job Level
JuniorMid-Level
Tech Stack
CloudVault
About the role
- Deliver exceptional support experiences to global clients of the DiligenceVault platform
- Act as first line of support for asset managers, institutional investors, and financial professionals
- Manage support tickets and live client calls
- Troubleshoot platform-related issues, integrations, and resolve queries accurately and quickly
- Conduct product training sessions and webinars to drive adoption
- Collaborate with Product & Engineering to escalate issues and share client feedback
- Document product FAQs, knowledge base articles, and troubleshooting guides
- Perform incident tracking, root cause analysis, and ensure timely resolution
- Become a DiligenceVault platform expert and guide clients in best practices
Requirements
- 2+ years of experience in Client Support at a B2B SaaS product company (mandatory)
- Hands-on experience in B2B SaaS product companies
- Excellent English communication skills (verbal & written) with proven ability to handle global client calls
- Strong technical skills in troubleshooting and integrations
- Experience conducting client-facing webinars and training sessions
- Process-oriented with hands-on experience in incident management and resolution tracking
- Ability to work independently in a fast-paced startup environment and collaborate with a distributed global team
- Flexibility and commitment to work in EST time zone
- Experience supporting asset managers or institutional investors is a strong plus
