Client Account Manager

Palmetto Technology Group (PTG); Savannah (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

401(k) Match

Flexible vacation

Paid sick time

Holidays & Floating Day

Lifestyle Reimbursement

Volunteer Time 40h

Parental Leave

Certifications Reimbursement

Job summary

Courser seeks a Client Account Manager in Savannah, GA to grow relationships with existing customers, map their needs to Courser services, and develop roadmaps with budgets. You will work closely with a pre-sales partner, conduct presentations, and maintain detailed records in the CRM while delivering exceptional customer experiences.

You will be personable, highly communicative, and organized, focusing on business outcomes rather than technology while upholding Courser's values of teamwork and

Qualifications

• Ability to work under pressure and meet deadlines.
• Excellent communication and collaboration with customers and teammates.
• Customer-focused with a service mindset.
• Ability to read and interpret documents and write routine reports.
• Strong numerical skills for discounts, margins and pricing.
• Professional appearance and telephone skills.
• Must have a valid driver's license and vehicle.

Responsibilities

• Engage with existing customers to understand needs and map to service offerings.
• Log opportunities and follow-ups in the CRM and maintain accurate notes.
• Cross-sell services and build roadmaps and budgets with clients.
• Present proposals and quotes with the pre-sales team.
• Communicate features and benefits clearly and maintain product knowledge.

Skills

Communication skills

Team collaboration

Customer service focus

Reading & writing

Numerical ability

Professional appearance

Driver's license

Tools

CRM software

Job description

About Courser

Courser accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and contribute to our ongoing success.

About Courser

Courser accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and contribute to our ongoing success.

Client Account Manager

Do you enjoy selling but hate cold calling, hunting for new business, and constantly worrying about where your next deal is going to come from? Do you love to work on behalf of customers to help them solve problems? Do you enjoy technology but you're not necessarily a "super tech"? Want to work at an organization that invests in you every single day? If this sounds like you, then you need to apply for this Client Account Manager position!

In this role, you will work with existing customers (no cold calling!). You will listen to their challenges and business needs to map them to our existing service offerings. You will work with clients to assess their existing technology, identify gaps, and create roadmaps and budgets. (You'll have a technical pre-sales person working alongside you - so you don't need to be a tech genius - you just need to genuinely love technology!) You will work with customers over the phone and in-person, so you'll need to be very personable, outgoing, an excellent communicator, and a stickler for detailed notes and follow-ups.

Of course, you'll need to work with our CRM system to log opportunities, activities, and follow ups. Most importantly, you'll need to share our core values of Trust, Teamwork, Service, Innovation and Growth. If you are not a lifelong learner - this isn't the right role for you. BUT, if you're still interested, here's the nitty gritty!

Key Responsibilities

• Work with existing customers to develop a deep understanding of their needs and translate those needs into product requirements that satisfy their demands
• Work with our customer alignment tools to help customers identify gaps in their existing technologies, create business and technical roadmaps for the coming 12 months, and associate a budget to the roadmap
• Cross-selling services and solutions to existing accounts
• Map customer needs to the existing product and service catalog
• Qualify, quote, and close new sales opportunities for current customers
• Receive requests for service and product details from customers while providing timely responses
• Conduct on-site or online presentations for customers
• Work with pre-sales to develop proposals and quotes based on best practices
• Effectively communicate features and benefits of solutions
• Maintain in-depth product knowledge (focused on business outcomes, not technology) - with a commitment to learn new things each week
• Perform sales procedures through activities and opportunities in our CRM while remaining compliant with our policies and procedures
• Attend weekly sales training and sales meetings
• Manage the complexity of service proposals, contracts, lease agreements and service level agreements

Key Qualifications

• Ability to work under pressure and handle multiple projects and deadlines
• Excellent communication and collaboration skills, as well as the ability to work independently and as part of a team
• We expect our team members to serve our customers and each other to provide phenomenal experiences both internally and externally
• Ability to read and interpret documents and write routine reports and correspondence
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and margins
• Professional appearance and telephone skills
• Must have current driver's license and vehicle

Preferred Experience

• Relevant certifications in account management or sales (e.g., Certified Account Manager (CAM), Customer Success Certification)
• Experience in [specific industry relevant to the company, e.g., SaaS, IT services, healthcare]
• Knowledge of digital sales and customer service tools, including email marketing, social media platforms, and data analytics

Why you’ll love working here

At Courser, we prioritize the personal and professional development of our employees. We offer best-in-class training, mentorship, and clear self-promotion paths to help you grow. We foster a culture of innovation and encourage challenging the status quo. With teams located across the country, we leverage a wealth of knowledge and a collaborative spirit, eager to share and grow together.

Benefit Highlights

• Competitive benefits package, including medical, dental, vision, and life insurance
• 401(k) company match
• Flexible vacation time*
• Paid sick time
• 10 Holidays including your Birthday and a Floating Holiday!
• Healthy Lifestyle reimbursement
• Membership Subsidy
• 40 Hours for Volunteer Time
• Paid parental leave
• Reimbursement for ongoing certifications
• Flexible vacation time after completing one full year of employment. For the first year of employment, full-time team members are provided 10 vacation days

Physical Demands And ADA Requirements

• This is a largely sedentary role. The employee is frequently required to sit/stand for long periods and work on a computer
• The employee must be able to verbally communicate effectively with clients, employees and management to address questions and resolve issues. This involves talking, hearing, and understanding
• This position requires the regular use of a laptop computer and other office equipment. The employee must be able to operate a keyboard and other devices for extended periods
• The employee may be required to occasionally lift or move up to 10 pounds
• Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus

Americans With Disabilities Act (ADA) Statement

Our company complies with the ADA and provides reasonable accommodations to qualified individuals with disabilities in all aspects of employment, including the application process, interviewing, and job performance. If you need a reasonable accommodation to perform the essential functions of the job, please contact us.

Equal Opportunity Employer

Courser is an Equal Opportunity Employer. We support diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender, gender identity, genetic information, national origin, citizenship status, marital status, age, physical or mental disability, caregiver status, veteran status, uniformed service member status or any other category protected by applicable federal, state, or local laws.