Junior Account Manager at FactSet enhancing client satisfaction and retention for LiquidityBook. Develops strategies, fosters relationships, and leads business reviews to maximize product value.
About the role
- Account & Relationship Manager ensuring success for customers at Wolters Kluwer. Focused on leveraging data for improved customer relationships and driving product adoption.
Responsibilities
- Ensuring successful and sustainable business relationships with a portfolio of select customers across multiple industries
- Leveraging data to understand customer usage patterns and identify opportunities to drive transactional adoption of new products and determine up-sell opportunities within existing product lines
- Chaperone new sales from contract signing to full share of wallet in the first 12 months
- Conduct regular 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
- Individual quota attainment; achievement of up-selling targets
- Monitor and interpret product usage data for an assigned book of accounts to drive adoption and realize revenue expectations
- Develop customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, or up-selling business within existing product lines
- Identify leads for up-sell/cross-sell opportunities and share them with Sales Executives to pursue
- Serve as a point of contact for client escalations on issues unresolved by customer service and coordinating internal resources to ensure a high level of client satisfaction; problem-solving issues on behalf of the client
- Resolving customer-driven requests in coordination with sales partners is a primary focus of the role
- Stay informed of new solutions, product enhancements, regulatory changes, industry trends and other relevant information
- Understand the impact of this information on the customer and the company and convey it in an effective manner
- Maintains clean and accurate data 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
- Self-motivated; proactive and perseverant mindset
- General product and application knowledge
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
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