Account Manager

Olly Olly•Charlotte, NC

10d•Hybrid

About The Position

As an Account Manager, you will wield the power to forge unbreakable alliances with our esteemed clientele. Your mission will be to delve deep into the hearts and minds of these visionaries, comprehending their unique needs, and becoming their unwavering beacon of triumph with our unparalleled products and services. Maintain a portfolio of 175-200 small business clients, serving as their primary point of contact and trusted advisor. Provide exceptional customer service and support primarily over the phone by making up to 30 outbound calls per day, our clients' preferred method of communication. Leverage your deep understanding of client business objectives to effectively communicating the value and benefits of our products to craft tailored strategies that drive their success and help them achieve their goals. Display a proactive approach by identifying opportunities to upsell or cross-sell supplementary offerings that cater to clients' evolving requirements. Conduct monthly check-ins to gather feedback and address concerns promptly, while meticulously monitoring client usage and engagement data to identify areas for improvement and implement targeted retention initiatives to foster long-term client relationships. Remain abreast of industry trends, best practices, and competitor activities to provide invaluable insights to clients. Foster seamless collaboration with internal teams to resolve client issues efficiently and ensure timely resolutions. Actively participate in team meetings, training sessions, and engaging in professional development activities to foster personal and collective growth.

Requirements

A proven track record of cultivating and nurturing client relationships in customer-centric roles, such as account management or customer success, reflecting your ability to thrive in a customer-facing environment
A passion for entrepreneurship and profound comprehension of the challenges and opportunities that small business owners encounter on their path to success
Strong oral and written communication skills, with a focus on active listening and empathy to understand and meet client needs
Highly adaptable with strong critical thinking, organizational, and time management skills to handle multiple tasks and adjust to changing priorities
A desire to excel both independently and within a collaborative team environment, fostering an atmosphere of shared success
CRM proficiency to streamline processes and enhance client interactions

Nice To Haves

Prior sales experience will prove to be an advantageous asset, to identify and capitalize on opportunities to expand client engagement, ultimately driving business growth

Responsibilities

Maintain a portfolio of 175-200 small business clients, serving as their primary point of contact and trusted advisor
Provide exceptional customer service and support primarily over the phone by making up to 30 outbound calls per day, our clients' preferred method of communication
Leverage your deep understanding of client business objectives to effectively communicating the value and benefits of our products to craft tailored strategies that drive their success and help them achieve their goals
Display a proactive approach by identifying opportunities to upsell or cross-sell supplementary offerings that cater to clients' evolving requirements
Conduct monthly check-ins to gather feedback and address concerns promptly, while meticulously monitoring client usage and engagement data to identify areas for improvement and implement targeted retention initiatives to foster long-term client relationships
Remain abreast of industry trends, best practices, and competitor activities to provide invaluable insights to clients
Foster seamless collaboration with internal teams to resolve client issues efficiently and ensure timely resolutions
Actively participate in team meetings, training sessions, and engaging in professional development activities to foster personal and collective growth