Client Account Manager

Courser•Savannah, GA

About The Position

Courser is seeking a Client Account Manager to support existing customers and connect their challenges and business needs to the company’s service offerings. The role involves assessing customers’ current technology, identifying gaps, and helping develop business and technical roadmaps and budgets, with support from a technical pre-sales partner. The position focuses on cross-selling, qualifying and closing opportunities within current accounts rather than cold calling or hunting for new business. The manager works with customers by phone and in person, provides presentations and timely responses to requests, develops proposals with pre-sales, and records sales activities in the CRM. Success requires strong interpersonal and communication skills, detailed follow-through, customer focus, and a commitment to continual learning and Courser’s values of Trust, Teamwork, Service, Innovation, and Growth. This is a largely sedentary role that involves extended periods sitting or standing and working at a computer, regular communication with clients and colleagues, and occasional lifting or moving of up to 10 pounds. Courser describes its culture as collaborative and supportive of employee development, offering training, mentorship, and paths for advancement. The posting lists medical, dental, vision, and life insurance; a 401(k) company match; vacation and sick time; paid holidays; lifestyle and membership subsidies; volunteer time; paid parental leave; and reimbursement for ongoing certifications.

Requirements

  • Ability to work under pressure and manage multiple projects and deadlines.
  • Excellent communication and collaboration skills, with the ability to work independently and as part of a team.
  • Commitment to serving customers and colleagues and providing positive internal and external experiences.
  • Ability to read and interpret documents and write routine reports and correspondence.
  • Ability to calculate discounts, interest, commissions, proportions, percentages, and margins.
  • Professional appearance and telephone skills.
  • Current driver's license and a vehicle.
  • Personable, outgoing demeanor and excellent communication skills for working with customers by phone and in person.
  • Attention to detailed notes and follow-ups, and ability to use a CRM system.
  • Commitment to lifelong learning and alignment with Courser’s values of Trust, Teamwork, Service, Innovation, and Growth.

Nice To Haves

  • Relevant account management or sales certifications, such as Certified Account Manager (CAM) or Customer Success Certification.
  • Experience in a relevant industry, such as SaaS, IT services, or healthcare.
  • Knowledge of digital sales and customer service tools, including email marketing, social media platforms, and data analytics.

Responsibilities

  • Work with existing customers to understand their needs and translate them into product requirements.
  • Use customer alignment tools to identify technology gaps, develop 12-month business and technical roadmaps, and associate budgets with those roadmaps.
  • Cross-sell services and solutions to existing accounts.
  • Map customer needs to the existing product and service catalog.
  • Qualify, quote, and close new sales opportunities for current customers.
  • Respond promptly to customer requests for service and product details.
  • Conduct customer presentations on-site or online.
  • Collaborate with pre-sales to develop proposals and quotes based on best practices.
  • Communicate the features and benefits of solutions.
  • Maintain in-depth product knowledge, focusing on business outcomes, and learn new things each week.
  • Use the CRM to document sales procedures, activities, opportunities, and follow-ups in compliance with company policies and procedures.
  • Attend weekly sales training and sales meetings.
  • Manage service proposals, contracts, lease agreements, and service level agreements.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 401(k) company match
  • Flexible vacation time; full-time team members receive 10 vacation days during their first year, with flexible vacation time available after completing one full year of employment
  • Paid sick time
  • 10 holidays, including the employee’s birthday and a floating holiday
  • Healthy Lifestyle reimbursement
  • Membership subsidy
  • 40 hours of volunteer time
  • Paid parental leave
  • Reimbursement for ongoing certifications
  • Best-in-class training and mentorship
  • Clear self-promotion paths
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