Client Account Manager
About The Position
We are looking for a passionate and motivated Client Account Manager who helps clients achieve their missions through technology. The role focuses on fostering strong client relationships, ensuring customer satisfaction, and driving revenue growth through effective account management. The successful candidate will collaborate with a supportive, fast-learning team of problem solvers and should be proactive, detail-oriented, and committed to building strong relationships. The Client Account Manager works with active customers to develop relationships, qualifies opportunities, responds to requests for service and product information, and conducts onsite or virtual Technology Business Reviews. The role also supports proposal and quote development, communicates solution features and benefits, manages expectations throughout the account lifecycle, maintains product knowledge, and follows company processes and policies using ConnectWise.
Requirements
- Experience with technology and/or relevant services and products.
- Demonstrated success in developing client relationships.
- Enjoy working with customers and external audiences in person and remotely.
- High passion and drive with strong interpersonal skills.
- Proficiency with general office applications.
- Strong organizational, presentation, and customer service skills.
- Skill in preparing written communications and materials.
- Ability to multitask and adapt quickly to changes.
- Self-motivated, with the ability to work in a fast-moving environment.
- At least 2 years of customer service experience, preferably in person.
- Physical ability to squat, crawl, climb, and lift up to 50 pounds.
- Valid driver’s license and reliable transportation.
Responsibilities
- Work with active customers to develop deep, quality relationships.
- Qualify new opportunities to drive the Kotman Standard for current clients.
- Receive customer requests for service and product details and provide timely responses.
- Conduct onsite or virtual Technology Business Reviews (TBRs) highlighting current risks, remediations, and the technology roadmap.
- Work with the team to develop proposals and quotes and respond to client requests.
- Communicate solution features and benefits and manage prospect expectations throughout the account lifecycle.
- Maintain in-depth product knowledge of the company’s service offerings.
- Follow company processes for activities and opportunities in ConnectWise and comply with defined policies and procedures.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
