Account Relationship Manager Hybrid R0048295
Account Relationship Manager Hybrid R0048295
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Job Description
Account & Relationship Manager Hybrid R FCC CS Wolters Kluwer Financial Services Inc.
Job Description
The Account & Relationship Manager is a quotacarrying team member responsible for building and maintaining effective longterm relationships with customers across industries to create demand for our products and services. The Account & Relationship Manager is accountable to achieve their quota for the assigned book of business through directly selling products in the customers existing product lines. This includes driving transactional adoption pursuing and driving renewal transactions and pursuing upsell opportunities. The Account & Relationship Manager is responsible for leveraging data to understand customer usage patterns and identifying opportunities to improve adoption pursue a renewal pursue incremental revenue (upsell) within the customers existing products or identify potential leads for an Account Executive to pursue a crosssell opportunity. The Account & Relationship Manager will conduct quarterly 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.
Hybrid: Eight days a month we come together in the closest office within 50 miles to experience the value of connecting with colleagues. You will report to theAssociate Director Account & Relationship Management and work under the leadership of the Director Account & Relationship Management. This role is a part of FCC CS Wolters Kluwer Financial Services Inc. Please view the site office location directory for potential office preferences nationwide. #LIHybrid
Required Job Qualifications (minimum):
- 3 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.
- Bachelors degree or equivalent jobrelated experience
- Individual quota attainment $/; achievement of renewal target and upsell 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
- 1 4 trips annually to attend sales meetings.
- Other business travel as required.
Preferred Job Qualifications:
- Data analysis skills and ability to derive insights that drive next steps or actions required.
- Account Management (general knowledge of customers business stakeholders product portfolio).
- Communicate effectively in both facetoface 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.
- Crosssell upsell or pursue renewal transactions with customers
- Professional demeanor in oral and written communications
- Passion and ability to learn new CS offerings quickly.
- Selfmotivated; proactive and perseverant mindset.
- General product and application knowledge.
Essential Duties and Responsibilities
- Researches and gathers information on current customers and their needs.
- 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 upsell within existing products or identify opportunities for a Sales Rep to crosssell.
- Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption executing renewals upselling 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 upsell opportunities.
- Identifies leads for crosssell 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 contractsigning to postsale 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
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
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information software solutions and services for the healthcare tax and accounting financial and corporate compliance legal and regulatory and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of 5.5 billion. The group serves customers in over 180 countries maintains operations in over 40 countries and employs approximately 20000 people worldwide. We are headquartered in Alphen aan den Rijn the Netherlands.
Ranked by Forbes Magazine as among Americas Best Large Employers for 2022 #84.
Wolters Kluwer secures 2nd place in Newsweeks Most Trustworthy Companies List 2023
CEO Nancy McKinstry ranked 16th by Harvard Business Review of the best performing CEOs in the World.
WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023.
The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. Theyre not intended to be an exhaustive list of all responsibilities and job description provided is subject to revision and modification at any time.
#LIHybrid
TexasHoustonAllen Pkwy
TexasDallasBryan St
PennsylvaniaPhiladelphiaMarket St
FloridaTampaWest Boy Scout Blvd
OhioColumbusEaston Commons Way
IndianaIndianapolisWoodfield Crossing Blvd
TexasCoppellRombauer Rd
WisconsinMadisonJunction Rd
GeorgiaKennesawChastain Meadows Ct NW
KansasWichitaEast Douglas
OhioHudsonTerex Road
DelawareWilmingtonOrange St
MissouriClaytonSouth Central Ave
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Required Experience:
Manager
Employment Type
Full-Time
