Account & Relationship Manager

Wolters Kluwer • Minneapolis, MN

3d

About The Position

The Account & Relationship Manager is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services.

Requirements

• Bachelor’s degree or equivalent job-related experience
• 5 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

• Researches and gathers information on current customers and their needs.
• Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.
• Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines.
• Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings.
• Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities.
• Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue.
• Directly sells products within the existing customer base.
• Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention.
• Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist.
• For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts.
• Maintains a clean and accurate pipeline in CRM
• Performs other duties as assigned by sales leadership

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level