Stoneridge Software

Account Manager

• Manage a book of pooled and nurtured accounts with light-touch relationship models.
• Execute targeted outreach campaigns to increase client engagement using automated tools (e.g., email cadences, digital content, webinars).
• Monitor client activity and proactively reach out to re-engage inactive or at-risk accounts, as well as those that display fit or interest in service offerings.
• Surface cross-sell and upsell opportunities through data insights, usage patterns, and client feedback.
• Support outbound initiatives to promote relevant services or solutions based on client segment and profile.
• Maintain clear documentation of outreach and engagement efforts in CRM and account tracking systems.
• Prioritize learning about key solutions (Microsoft and Stoneridge offerings) and industry trends to better support client conversations.
• Maintain accurate and up-to-date client records, interactions, and opportunity data in CRM.
• Use data to segment accounts, personalize messaging, and track performance against engagement and conversion goals.
• Generate reports on account health, engagement metrics, and growth opportunities.
• Partner with marketing to deploy effective nurture campaigns and client education efforts.
• Work closely with Client Partners to identify accounts ready for elevated strategic engagement.

Account Manager, Microsoft Dynamics 365

Software Engineer

• Meet with project or product teams to understand their requirements
• Develop integrations between systems to meet product and project needs
• Modify or create forms, reports, tables or custom logic in X++ or ASP.NET and Microsoft’s Entity Framework Core according to requirements within the time allotted by the estimates provided
• Document features developed
• Work with functional consultants and product managers to understand business processes and requirements
• Relay status updates as needed to project managers and other team members
• Explain technical features to functional team members
• Unit test customizations and product features
• Build modifications for clients according to designs when needed within estimated time
• Assist product managers and functional consultants with technical questions related to gathering, defining, and documenting requirements
• Working with SQL databases
• Automated unit and regression testing
• Interact with version control systems
• Foster and champion psychological safety and a positive team environment

X++ Developer

Client Partner

• Serve as the primary point of contact for Strategic & Engaged client accounts
• Develop and maintain deep, trusted relationships with key client stakeholders and executives
• Act as a client advocate internally, ensuring needs and expectations are clearly communicated and met
• Conduct regular business reviews and check-ins to monitor satisfaction and identify emerging needs
• Maintain an Account Plan for each client
• Identify and pursue opportunities to expand services within existing accounts through cross-selling and upselling
• Collaborate with internal subject matter experts to craft compelling solutions for client challenges
• Work closely with Practice Leaders and Sales Executives to scope and price new engagements within your accounts
• Meet or exceed revenue growth targets and retention for assigned accounts
• Prioritize learning about key solutions (Microsoft and Stoneridge offerings) and industry trends to better support client conversations
• Provide high-level guidance on project direction and ensure alignment with client goals
• Monitor delivery performance and resource alignment in partnership with delivery teams (Projects and Support)
• Intervene strategically when client relationships or delivery need support or course correction
• Participate in key delivery meetings and ensure successful handoffs between teams
• Ensure all client information, activities, and opportunities are accurately captured and regularly updated in CRM and account management systems
• Leverage client data to inform account strategies, identify trends, and enhance service delivery

Dynamics 365 Client Partner

Business Development Rep

• Utilize company prospecting tools to identify prospects who show intent to purchase our solutions
• Identify new opportunities through our internal leads database
• Build relationships with our partners to create leads
• Intake new leads from multiple sources and categorize them based on defined criteria
• Develop high proficiency in managing prospects in customer relationship management tool
• Develop relationships with prospects that drive new business opportunities
• Independently follow up on cold and warm leads to further the sales process
• Communicate product and industry expertise with prospects
• Meet with prospects to identify and qualify their needs, including understanding decision makers, delivery timeframe, budget status, challenges and pain points, and competition status
• Develop meaningful relationships with customers to encourage trust and loyalty
• Collaborate with Sales Leadership to determine lead assignment
• Provide detailed account and opportunity information to the sales team during hand-off
• Improve sales skills to increase success rates
• Monitor scorecards to determine progress towards goals
• Evaluate and refine current business growth metrics while developing new metrics to boost campaign effectiveness
• Foster and champion psychological safety and a positive team environment
• Other duties and responsibilities as assigned

Account Manager, Microsoft Dynamics 365

X++ Developer

Dynamics 365 Client Partner

Business Development Representative