Account Advisor

Jobtailor; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Continuing Education Benefits

Fitness reimbursement

Comprehensive benefits package

Matching 401K

Job summary

CINC in Atlanta, GA, is seeking an Account Advisor to support and grow our existing client base. In this role, you will build long-term partnerships and ensure clients are successful with our CRM solutions. The ideal candidate has 3+ years of experience in account management and a proven track record in client retention.

You will work closely with clients to address their evolving business needs and ensure successful solution adoption. We offer a vibrant team culture and comprehensive benefits.

Qualifications

• 3+ years of experience in account management, customer success, or SaaS sales.
• Proven track record of retaining and growing client relationships.
• Experience managing a portfolio of accounts with revenue responsibility.

Responsibilities

• Serve as the primary point of contact and trusted advisor for a portfolio of existing clients.
• Drive account growth through renewals, upsell, and cross-sell opportunities.
• Conduct regular business reviews to demonstrate value, share insights, and identify new opportunities.

Skills

Account management

Customer success

Consultative skills

CRM tools familiarity

Attention to detail

Tools

Salesforce

Job description

Account Advisor

CINC (part of the WITCO family) is the #1 Real Estate CRM and website provider in North America for elite real estate agents. CINC was founded in 2011 and we are based in Marietta, GA. Our robust solution is a complete CRM platform that allows real estate professionals to seamlessly manage & nurture their clients and grow their business.

We are seeking a relationship-driven Account Advisor to support and grow our existing client base. This role focuses on building long-term partnerships, driving customer value, and identifying opportunities for expansion within assigned accounts. The ideal candidate is proactive, consultative, and deeply invested in client success able to align solutions to evolving business needs while delivering a seamless customer experience.

In this role you will:

• Serve as the primary point of contact and trusted advisor for a portfolio of existing clients
• Build strong, long-term relationships by understanding client goals, priorities, and success metrics
• Drive account growth through renewals, upsell, and cross-sell opportunities
• Conduct regular business reviews to demonstrate value, share insights, and identify new opportunities
• Partner with clients to ensure successful adoption and utilization of solutions
• Collaborate with customer success, support, product, and sales teams to resolve issues and enhance the client experience
• Monitor account health, proactively addressing risks and identifying opportunities for retention
• Maintain accurate account plans, forecasts, and CRM data

Qualifications:

• 37+ years of experience in account management, customer success, or SaaS sales
• Proven track record of retaining and growing client relationships
• Strong consultative skills with the ability to identify client needs and align solutions accordingly
• Experience managing a portfolio of accounts with revenue responsibility
• Familiarity with CRM tools (e.g., Salesforce) and customer success platforms
• Highly organized with strong attention to detail and follow-through

Key Competencies:

• Relationship management and customer advocacy
• Strategic account planning
• Problem solving and proactive communication
• Collaboration and cross-functional influence
• Time management and working towards goals

What Success Looks Like:

• High customer retention rates
• Consistent growth within assigned accounts
• Strong client satisfaction and engagement
• Early identification and mitigation of churn risk
• Trusted advisor status with key stakeholders

What we offer:

• Great product with a strong client base
• Team environment
• Opportunities for advancement and development
• Continuing Education Benefits
• Fitness reimbursement
• Comprehensive and rich benefit plans, matching 401K

CINC is a values-driven organization. We offer a vibrant, team-oriented culture, comprehensive benefits and we love to help our teammates.

At CINC, we celebrate and support our differences. We listen, we care, and we serve. CINC is proud to be an equal opportunity workplace.