Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Managing relationships with commercial customers in the United States while securing renewals and growing revenue through upsells. Providing training and support to maximize usage and customer satisfaction.
Responsibilities
- Managing and growing existing Commercial Customer relationships in a defined, US-based territory
- Fostering relationships within account base
- Securing renewals and growing revenue through both price increases and application upsells
- Providing ongoing training and support to maximize usage
- Conducting customer needs assessment and qualifying target opportunities
- Preparing activity and forecast reports
- Attending conferences and tradeshows to promote product visibility and generate leads
- Building lasting customer relationships to retain and grow existing commercial customer base
- Reviewing account utilization management reporting and providing recommendations
- Collaborating with marketing in account communications planning and marketing campaigns
Requirements
- Bachelor's degree or equivalent years of experience
- A minimum of 5 years of sales experience preferably in healthcare or IT related sales
- Strong computer skills (Internet, Excel, PowerPoint, Word, CRM Programs)
- Experience demonstrating and selling sophisticated and complex products/technologies
- Possess strong product knowledge of all CE applications that are sold in the commercial market
- Strong telephone, presentation and written communication skills
- Valid US driver’s license and Passport to manage overnight travel up to 30%-35% in territory
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
B2B Account Manager at Artifact Uprising overseeing post - sale relationships and building systems for customer satisfaction.
Employee Relations Manager at Vantage Data Centers overseeing the design and implementation of employee relations programs. Leading initiatives to enhance workplace culture and legal compliance in multiple US locations.
Account Manager leading content marketing campaigns at Mediaplanet. Combining research, sales, and client management to deliver measurable value to partners.
VP of Account Management responsible for driving Net Revenue Retention (NRR) strategies and leading account management teams at Mosai. Focused on expanding customer relationships in healthcare services.
Enterprise Account Manager owning post - sale growth and retention for Mosai's healthcare technology solutions. Managing complex accounts and driving renewals and expansions across a portfolio of Enterprise accounts.
Account Manager managing renewals and expansions for SMB accounts at Mosai. Collaborating across departments to drive sales in home - based and healthcare technology markets.
Digital Account Manager managing clients' digital performance strategies and ad campaigns at Havas. Leading projects, optimizing client needs, and developing strong media channels.
MMIS/MES Account Manager at Conduent developing strategic client relationships in Government Healthcare. Leading account growth while ensuring delivery of exceptional services and collaboration with internal teams.
Key Account Manager for Global Accounts handling local deployment within BENELUX. Collaborating as partner to activate use cases and ensure growth of multinational accounts.