Account Relationship Management Specialist

About the role

As an Account & Relationship Manager, you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of clients. You will support more senior team members in identifying and developing new sales opportunities, while learning the essentials of account management. Your contributions help enhance customer satisfaction and drive revenue for the organization.

Responsibilities

• Assist in identifying potential clients and new business opportunities.
• Conduct initial outreach and establish first contact with potential customers.
• Support sales presentations and product demonstrations.
• Maintain accurate records of customer interactions and sales activities.
• Respond to basic customer inquiries and escalate complex issues to senior team members.
• Assist in preparing sales reports and tracking performance metrics.
• Learn and understand the products/services offered by the organization.
• Help coordinate meetings and gather customer feedback.
• Participate in team strategy sessions.
• Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues.

Performance Metrics

• Individual quota attainment; achievement of renewal target and up-sell targets
• Customer adoption target attainment: improvements in customer adoption of current portfolios (month over month or quarter over quarter)
• Number of leads identified and communicated to Account Executive
• Customer satisfaction scores and retention rates
• Completion of assigned product trainings and other required learnings for professional development

Requirements

• The ability to work a hybrid schedule, going to an office location 2 days a week, and working an 8 a.m. to 5 p.m., Monday - Friday schedule (ET and CT preferred)
• 4 years of B2B commissioned sales or equivalent experience
• 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
• General knowledge of customer's business, stakeholders, and product portfolio
• Communicate effectively in both face-to-face and virtual selling environments
• Strong interpersonal skills and ability to build stakeholder relationships
• Ability to team effectively with other internal teams including Sales and 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

Pay

$52,300.00 - $89,350.00 USD base salary. This role is eligible for Commission.

Schedule

Hybrid schedule (in-office 2 days a week), 8 a.m. to 5 p.m., Monday - Friday.