Account Manager - HR Services (Remote)

Info-Tech Research Group • , ON

12h • Remote

About The Position

McLean & Company, a division of Info-Tech Research Group, is a rapidly growing HR Advisory Firm in North America. They collaborate with C-Suite Leaders in HR, Talent, and Learning & Development to achieve significant business outcomes. This is accomplished through best practice research, practical tools and templates, proprietary surveys, learning programs, facilitated workshops, and direct advisory services from their team of experts. The Account Manager - HR Services role is a blend of Account Management and Account Executive responsibilities. The primary focus is on ensuring client retention and satisfaction year-over-year, while also actively expanding the client base. This expansion is driven through leveraging personal and professional networks, working marketing-generated leads, cold calling, seeking referrals, and re-engaging former clients who have moved to new organizations. The successful candidate will be responsible for ensuring strategic alignment between HR Executives and the various McLean & Company resources, including software, analytics, advisory services, and research.

Requirements

• Post-secondary education – minimum College Diploma
• 2 years B2B sales + University Degree or 5 years B2B sales + College Diploma
• Account Management: Engaging and managing ongoing needs of clients. Engaging clients in meaningful conversations often focused on strategy, alignment, and operational excellence.
• Opportunity Identification: Need to be actively identifying opportunities within accounts and grow account base through opportunities related to/connected with current accounts. Follow up with former clients when they move to a different company; referrals; getting involved in networks (growing personal/professional network).
• Organizational Skills: Keeping track of clients that move companies; record keeping (proposals); managing multiple calls in a day. Effective management of process, documentation and scheduling.
• Business Acumen: General understanding of business and business language.
• Active Listening: Ability to understand client needs.

Responsibilities

• Proactively manage accounts by conducting regular service calls with clients to ensure alignment and drive usage of the McLean membership.
• Work marketing leads and conduct warm/cold calls into your territory to book onsite sales presentations with prospective clients.
• Support cross-functional communication and collaborate with our Research and Product Teams.
• Grow revenue by actively identifying referrals through personal, professional and client networks as well as pursue sales opportunities with former clients when they move to a new company.
• Identify client needs that align with our Workshop, Executive Services, Consulting, and Training offerings.
• Solicit feedback and testimonials from current accounts.
• Record client details and account notes in CRM system. Follow internal reporting processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree