Account & Relationship Manager
About The Position
This permanent remote role may be performed from anywhere in the United States, with candidates located in the Central or Eastern time zones preferred. The Account & Relationship Manager builds and maintains effective long-term relationships with a portfolio of clients and supports more senior team members in identifying and developing new sales opportunities. The role contributes to customer satisfaction and revenue while providing an opportunity to learn the essentials of account management. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Interviews are expected to be conducted without AI tools or external prompts; the company also asks candidates to remove virtual backgrounds and includes in-person interviews in its hiring process.
Requirements
- 3+ years of experience in account management, customer success, or a related role is preferred.
- Ability to clearly articulate ideas and information verbally and in writing.
- Basic understanding of customer service principles and practices.
- Basic familiarity with the organization's products or services.
- Proficiency in entering and maintaining data accurately.
- Basic ability to identify and resolve straightforward issues.
- Ability to maintain organized records and manage time efficiently.
- Ability to build client relationships through positive interactions.
- Familiarity with basic sales software and CRM systems.
Nice To Haves
- Experience within the insurance and/or financial services industry.
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 and services offered by the organization.
- Help coordinate meetings and gather customer feedback.
- Participate in team strategy sessions.
- Contribute to customer satisfaction through timely follow-up and resolution of issues.
Benefits
- Medical, dental, and vision plans
- 401(k)
- Flexible spending account (FSA) and health savings account (HSA)
- Commuter benefits
- Tuition assistance plan
- Vacation and sick time
- Paid parental leave
- Commission eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
