Account & Relationship Manager - Lien

Wolters Kluwer•Minneapolis, MN

2d•Hybrid

About The Position

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right. Who We Are: Wolters Kluwer: The world is a big place, find your place here. What We Offer: The Account & Relationship Manager role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a remote schedule, and amazing benefits. What You'll be Doing: The Lien Account & Relationship Manager’s focus is ensuring successful and sustainable business relationships with a portfolio of select customers across multiple industries. The Lien Account & Relationship Manager is responsible for leveraging data to understand customer usage patterns and identify opportunities to drive transactional adoption of new products and determine up-sell opportunities within the customers’ existing product lines. The position requires abilities that enable the individual to provide the highest level of client satisfaction by working cross functionally, proactive problem solving, and understanding the client’s business needs and goals. The Lien Account & Relationship Manager will have two primary responsibilities: chaperone new sales from contract signing to full share of wallet in the first 12 months and conduct regular 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. Key Tasks: Individual quota attainment; achievement of up-selling of targets Monitor and interpret product usage data for an assigned book of accounts to drive adoption and realize revenue expectations. Develop customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, or up-selling business within existing product lines. Receive newly signed contracts for new Lien customers and adhere to defined onboarding and training processes to effectively promote customer adoption of Lien Solutions offerings for the first 12 months. Identify leads for up-sell/cross-sell opportunities and share them with Sales Executives to pursue. Serve as a point of contact for client escalations on issues unresolved by customer service and coordinating internal resources to ensure a high level of client satisfaction; problem solving issues on behalf of the client. Resolving customer-driven requests in coordination with sales partners is a primary focus of the role. Stay informed of new solutions, product enhancements, regulatory changes, industry trends and other relevant information. Understand the impact of this information on the customer and the company and convey it in an effective manner. Maintains clean and accurate data in CRM. 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 You're a Great Fit if You Meet These Requirements: Bachelor’s Degree 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 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. We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html Diversity Matters: Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer. The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements. Our Interview Practices To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Compensation: $52,300.00 - $89,350.00 USD This role is eligible for Commission. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. Additional Information: Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. Our customers work in industries which impact the lives of millions of people every single day. Our mission is to empower our professional customers with the information, software solutions, and services they need to make critical decisions, achieve successful outcomes, and save time. Our expert solutions combine deep domain knowledge with technology to deliver both content and workflow automation to drive improved outcomes and productivity for our customers. We are committed to helping professionals improve the way they do business and solve complex problems with our range of digital solutions and services, which we continuously evolve to meet their changing needs. Our 188-year legacy and portfolio represent thousands of customers worldwide. For more information about our solutions and organization, visit www.wolterskluwer.com, follow us on Twitter, Facebook, and LinkedIn. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. In 2024 we were awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization, in recognition of our commitment to maintaining and enhancing the well-being of our colleagues through our ‘Together we thrive’ well-being program. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. GDPR Careers Privacy and Cookies Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page.

Requirements

Bachelor’s Degree
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
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.

Responsibilities

Individual quota attainment; achievement of up-selling of targets
Monitor and interpret product usage data for an assigned book of accounts to drive adoption and realize revenue expectations.
Develop customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, or up-selling business within existing product lines.
Receive newly signed contracts for new Lien customers and adhere to defined onboarding and training processes to effectively promote customer adoption of Lien Solutions offerings for the first 12 months.
Identify leads for up-sell/cross-sell opportunities and share them with Sales Executives to pursue.
Serve as a point of contact for client escalations on issues unresolved by customer service and coordinating internal resources to ensure a high level of client satisfaction; problem solving issues on behalf of the client.
Resolving customer-driven requests in coordination with sales partners is a primary focus of the role.
Stay informed of new solutions, product enhancements, regulatory changes, industry trends and other relevant information.
Understand the impact of this information on the customer and the company and convey it in an effective manner.
Maintains clean and accurate data in CRM.