Account & Relationship Manager driving B2B sales and building customer relationships at Wolters Kluwer. Responsible for achieving sales quotas and improving product adoption within an assigned customer base.
Responsibilities
Building and maintaining effective long-term relationships with customers across industries to create demand for our products and services
Achieving quota for the assigned book of business through directly selling products in the customers’ existing product lines
Driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities
Leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer’s existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity
Conducting 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
Researching and gathering information on current customers and their needs
Monitoring and interpreting 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
Developing 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
Adhering to defined onboarding and training processes to effectively promote customer adoption of CS offerings
Identifying leads for cross-sell opportunities and sharing them with Sales Reps to pursue
Collaborating with Account Executive to complete annual account reviews with customers to facilitate customer retention
Working with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist
Maintaining a clean and accurate pipeline in CRM
Requirements
Bachelor’s Degree
8 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.
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