Account Manager

Socket.dev; Town of Queensbury (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k)

Paid holidays

PTO

Birthdays off

Job summary

StoredTech is seeking a Client Success Representative to be the trusted voice for our clients, guiding them through their journey with us and ensuring they get the most out of our IT services.

You will build strong relationships, review performance metrics, provide training on new features, and collaborate with product and service teams to drive client success while aiming for renewals and revenue growth. Based in the Capital Region/Queensbury area preferred.

Qualifications

• Excellent communication and interpersonal skills.
• Analytical mindset for reviewing client performance metrics.
• Ability to manage multiple client accounts simultaneously.
• Proactive problem solver.
• Strong organizational skills.
• Task oriented.
• CRM experience.
• Ability to work in a fast-paced environment.
• Team collaboration and coordination.
• Adaptability in a dynamic environment.

Responsibilities

• Serve as main point of contact for clients and understand goals.
• Regularly check in with clients to assess satisfaction.
• Escalate complex problems to internal teams and ensure resolution.
• Conduct regular client reviews to discuss performance and gather feedback.
• Provide training on new features and best practices.
• Monitor renewals and proactively engage to ensure retention.
• Identify upsell and cross-sell opportunities.
• Advocate for client needs within the organization.
• Collaborate with product and service teams for client-centric improvements.
• Maintain accurate client records in the CRM.
• Document client interactions and resolutions.
• Contribute to monthly revenue goal with sales.

Skills

Communication

Analytical thinking

Multi-account management

Problem solving

Organization

CRM experience

Fast-paced environment

Team collaboration

Adaptability

Tools

HubSpot

Job description

Position Summary

Are you passionate about building strong relationships and delivering exceptional client experience? At StoredTech, we don't just provide IT solutions; we create lasting partnerships with our clients and ensure they thrive. As a Client Success Representative, you'll be the trusted voice and advocate for our clients, guiding them through their journey with us and ensuring they get the most out of our innovative services.

This is more than just a client-facing role—it’s a chance to make a real impact, collaborate with a team that’s dedicated to excellence, and be part of a company that values people just as much as technology. If you're energized by helping others succeed, enjoy problem-solving, and want to be part of a fun, dynamic, and forward-thinking workplace, we'd love to meet you.

Key Responsibilities (Essential Functions)

• Serve as a main point of contact for clients, understanding their business goals and challenges.
• Regularly check in with clients to assess satisfaction and identify opportunities for improvement.
• Escalate complex problems to appropriate internal teams and ensure timely resolution.
• Conduct regular client reviews with clients to review performance metrics, discuss service enhancements, and gather feedback.
• Provide clients with training on new features, updates, and best practices related to our services.
• Monitor renewals and proactively engage with clients to ensure retention.
• Identify upsell and cross-sell opportunities.
• Advocate for client needs and requirements within the organization.
• Collaborate with product and service development teams to ensure client-centric improvements.
• Maintain accurate and up-to-date client records, including contact information, preferences, and service history.
• Document client interactions and resolutions in the CRM system.
• Perform any additional job duties as requested by management to contribute to the overall success of the organization.
• Contribute to sales along with retiring a monthly revenue goal.

Required Qualifications:

• Excellent communication and interpersonal skills
• Analytical mindset for reviewing client performance metrics
• Ability to manage multiple client accounts simultaneously
• Proactive problem solver
• Strong organizational skills
• Task oriented
• CRM experience
• Ability to work in a fast-paced environment
• Team collaboration and coordination
• Adaptability in a dynamic environment

Preferred:

• CRM Experience - HubSpot preferred
• IT Service, MSP or Technology sales experience
• Communicates effectively via phone, video meetings, and email.
• Use computers and office equipment for extended periods.
• Ability to sit, stand, and travel as needed.
• Reads, writes, and communicates clearly to perform job duties and interact with clients and team members.
• Occasional travel is required to client sites or StoredTech offices (estimated 20%).

• Work Schedule
• Standard schedule: Monday-Friday, 8:00 AM - 5:00 PM.
• Candidates between the capital region and Queensbury, NY preferred.
• Flexibility required for occasional after-hours meetings or travel based on client and business needs.
• Compensation & Benefits
• Competitive base salary with uncapped commissions.
• OTE $100k-$120k/year
• Benefits include: Medical, dental, and vision insurance; 401(k); paid holidays; generous PTO, birthdays off; flexible work environment; and opportunities for professional growth within a fast-growing, collaborative culture.