IOTAP Inc.

Account Manager

• Own and manage application usage and health for assigned accounts, ensuring the journey post-sale and implementation is positive and aligned with customer growth goals.
• Proactively identify and address customer concerns or risks to ensure satisfaction and high application usage.
• Identify opportunities to expand product usage within existing accounts, including upselling and expansion of services.
• Partner with customers to understand their evolving needs and position Work 365’s value-added features and services accordingly.
• Build and maintain strong, long-lasting customer relationships as the primary point of contact.
• Conduct regular account reviews to discuss usage trends, new features, and business outcomes.
• Collaborate closely with Customer Success, Product, and Sales teams and provide feedback on customer needs and product improvements.
• Track account performance metrics and use insights to inform strategies for renewals and expansion.
• Maintain accurate and up-to-date records in the CRM system.

Enterprise Account Manager

Sales Engineer

• Collaborate with the sales team to engage prospects, conduct discovery sessions, and identify technical and business requirements.
• Deliver tailored product demonstrations and technical presentations that address customer needs and challenges.
• Serve as a trusted technical resource to articulate the benefits and ROI of Work 365’s solutions.
• Work closely with customers to design solutions leveraging Work 365’s tools to meet their unique business needs.
• Provide guidance on best practices for implementing billing automation, subscription management, and recurring revenue models.
• Assist the sales team in developing proposals, RFP responses, technical documentation and videos; partner with product and marketing to refine messaging.
• Act as the voice of the customer by providing feedback to product and engineering and collaborate with onboarding and customer success for handoff.
• Stay informed about developments in the CSP, MSP, Distributor ecosystem, and PSA platforms; educate prospects on trends and best practices.