Account & Relationship Manager

Wolters Kluwer; Oregon; Hybrid; USD 48,000 - 81,000; Full time

Benefits offered by this job

Commission

Job summary

Wolters Kluwer is seeking an experienced account management/customer success professional for a permanent remote role in the United States. The ideal candidate will engage potential clients, conduct outreach, and support sales activities from any location, with a preference for CST or EST time zones.

You will maintain client records, respond to inquiries, and help prepare sales reports while coordinating meetings and gathering feedback to drive customer satisfaction.

Qualifications

• 3+ years of experience in account management, customer success or related role, with insurance/financial services preferred.
• Clear verbal and written communication abilities.
• Basic understanding of customer service principles and practices.
• Familiarity with the organization's products or services.

Responsibilities

• Assist in identifying potential clients and new business opportunities.
• Conduct initial outreach and establish first contact with potential customers.
• Support sales presentations and product demonstrations.
• Maintain accurate records of customer interactions and sales activities.
• Respond to basic customer inquiries and escalate complex issues.
• Assist in preparing sales reports and tracking performance metrics.
• Learn and understand the products/services offered by the organization.
• Help coordinate meetings and gather customer feedback.
• Participate in team strategy sessions.
• Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues.

Skills

Account management

Customer success

Communication

Customer service

Product knowledge

Data entry

Problem-solving

Organizational skills

Interpersonal skills

CRM software

Sales tools

Tools

CRM software

Sales presentations tools

Job description

Permanent remote role. Candidate can be located anywhere in the U.S, preferred candidate will be located in CST or EST.

Responsibilities:

• Assist in identifying potential clients and new business opportunities.
• Conduct initial outreach and establish first contact with potential customers.
• Support sales presentations and product demonstrations.
• Maintain accurate records of customer interactions and sales activities.
• Respond to basic customer inquiries and elevate complex issues to senior team members.
• Assist in preparing sales reports and tracking performance metrics.
• Learn and understand the products/services offered by the organization.
• Help coordinate meetings and gather customer feedback.
• Participate in team strategy sessions.
• Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues.

Experience & Skills:

• 3+ years' experience in account management, customer success or related role, preferred experience within the insurance and/or financial services industry
• Communication: Ability to articulate ideas and information clearly both verbally and in writing.
• Customer Service: Basic understanding of customer service principles and practices.
• Product Knowledge: Basic familiarity with the organization's products or services.
• Data Entry: Proficiency in entering and maintaining data accurately.
• Problem-Solving: Basic ability to identify and resolve straightforward issues.
• Organization: Ability to maintain organized records and manage time efficiently.
• Interpersonal Skills: Ability to build relationships with clients through positive interactions.
• Sales Tools: Familiarity with basic sales software and CRM systems.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation

Compensation: $47,600.00 - $81,250.00 USD This role is eligible for Commission.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.