Account & Relationship Manager
Wolters Kluwer
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • Minnesota • United States
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About the role
- Building and maintaining effective long-term relationships with customers across industries to create demand for our products and services
- Achieving quota for the assigned book of business through directly selling products in the customers’ existing product lines
- Driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities
- Leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer’s existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity
- Conducting quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend
- Researching and gathering information on current customers and their needs
- Monitoring and interpreting product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell
- Developing customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines
- Adhering to defined onboarding and training processes to effectively promote customer adoption of CS offerings
- Identifying leads for cross-sell opportunities and sharing them with Sales Reps to pursue
- Collaborating with Account Executive to complete annual account reviews with customers to facilitate customer retention
- Working with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist
- Maintaining a clean and accurate pipeline in CRM
Requirements
- Bachelor’s Degree
- 8 years of B2B commissioned sales or equivalent
- Experience in Account Management, Sales, Technology Training, or renewal sales
- Experience in the financial services, or lending compliance industries
- Data analysis skills and ability to derive insights that drive next steps or actions required
- Account Management (general knowledge of customer's business, stakeholders, product portfolio)
- Communicate effectively in both face-to-face and virtual selling environments
- Interpersonal skills, ability to build stakeholder relationships
- Team effectively with other internal teams including Sales, Sales Support stakeholders
- Stay organized and manage multiple priorities at once across multiple customer accounts
- Cross-sell, up-sell, or pursue renewal transactions with customers
- Professional demeanor in oral and written communications
- Passion and ability to learn new CS offerings quickly.
- Self-motivated; proactive and perseverant mindset
- General product and application knowledge.
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisaccount managementsalestechnology trainingrenewal salescross-sellup-sellcustomer relationship management (CRM)product usage analysiscustomer onboarding
Soft skills
interpersonal skillscommunicationorganizational skillsteam collaborationself-motivatedproactive mindsetprofessional demeanorability to manage multiple prioritiesrelationship buildingcustomer education
Certifications
Bachelor’s Degree