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Responsibilities
- Create and execute sales and service activity plans. Manage member life-cycle tasks, including scheduling and leading calls.
- Own all account management conversations with secondary account stakeholders.
- Ensure members leverage their membership by delivering high-quality service to drive renewal and future sales.
- Manage and respond to inbound requests from members.
- Assist in preparing for member interactions by collecting background information on individuals and organizations and their relationship with Info-Tech.
- Complete scheduled and ad hoc data queries of our CRM.
- Ensure the CRM contains accurate account details and contact information.
- Actively seek to increase product knowledge.
Major Responsibilities
- Create and execute sales and service activity plans. Manage member life-cycle tasks, including scheduling and leading calls.
- Own all account management conversations with secondary account stakeholders.
- Ensure members leverage their membership by delivering high-quality service to drive renewal and future sales.
- Manage and respond to inbound requests from members.
- Assist in preparing for member interactions by collecting background information on individuals and organizations and their relationship with Info-Tech.
- Complete scheduled and ad hoc data queries of our CRM.
- Ensure the CRM contains accurate account details and contact information.
- Actively seek to increase product knowledge.
Education and Experience
- University degree.
- 3+ years of Account Management experience with a proven track record of success.
- Experience working in the IT Research and Advisory market.
- Experience working as part of a team is an asset.
Skills
- Critical Thinking: Ability to assimilate complex information and communicate simply. Understand and convey value propositions clearly. Recognize client needs and coordinate with analysts to support them.
- Planning & Organization: Set daily schedules, plan territory, and develop account growth strategies.
- Time Management: Manage the member lifecycle, schedule calls, and prioritize tasks appropriately.
- Goal Setting: Set personal goals, own performance, and monitor progress, seeking help when off track.
- Active Listening: Identify client needs, ask insightful questions, and listen effectively.
Info-Tech Research Group is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on legally protected characteristics and will accommodate applicants throughout the recruitment process upon request.