CRM Account Manager

Solera; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

Solera seeks a CRM Account Manager to drive growth by retaining and expanding CRM customers in a virtual US role. You will identify customer goals, address challenges, and deliver demos that align with their needs.

You will use Salesforce to manage sales processes, conduct reviews, and generate upsell opportunities. The role requires 70% travel and strong presentation and communication skills to close deals.

Qualifications

• 1+ years of sales/account management experience, preferably in B2B.
• Requires 70% travel.
• Experience presenting software and solutions over the phone.
• Proficient with Microsoft Office (Outlook, Excel, PowerPoint).
• Experience with Salesforce.com or similar CRM.

Responsibilities

• Utilize Salesforce.com to manage tight, organized sales processes with quality operational performance.
• Conduct in-person and virtual meetings with assigned accounts to conduct business reviews, educate customers on product functionality, and generate upsell and cross-sell opportunities.
• Set up and conduct demo presentations.
• Negotiate software pricing and create customer quotes.
• Work collaboratively with legal, finance, and operations to streamline changes to customer accounts (renewals, migrations, upgrades, etc.).
• Escalate issues in accordance with company policy.
• Present the value proposition of CRM in accordance with standard procedures.
• Respond to all emails and voicemails in a professional, timely manner.
• Set up and host demo presentations, negotiate, and close add-on sales opportunities.
• Meet and surpass quantitative and qualitative goals, perform Quarterly Business Reviews (QBRs), and complete other vital sales process activities.
• Manage time effectively, meet personal goals, and work efficiently with other members of the sales team.
• Align with CRM Direct leadership to develop messaging, standardized presentations, and sales processes for CRM business success.

Skills

Sales experience

Account management

CRM software

Communication skills

Time management

Education

Bachelor’s degree

Equivalent experience

Tools

Salesforce.com

PowerPoint

Excel

Job description

CRM Account Manager / Virtual US

The Role

The Account Manager will be responsible for driving profitable net growth via retention and growth of CRM customers. They will uncover and understand customer goals and challenges and establish appropriate CRM products as the best solutions available. The Account Manager must be able to influence customers' buying behavior by conducting impactful discovery calls and reviews, delivering product demos that meet customer expectations, and addressing the customer's pains/gains.

What You'll Do

Essential Responsibilities and Duties:

• Utilize Salesforce.com to manage tight, organized sales processes with quality operational performance.
• Conduct in-person and virtual meetings with assigned accounts in accordance with the Account Management plan to conduct business reviews, educate customers on product functionality, and generate upsell and cross-sell opportunities.
• Set up and conduct demo presentations.
• Negotiate software pricing and create customer quotes.
• Work collaboratively with legal, finance, and operations to streamline changes to customer accounts (renewals, migrations, upgrades, etc.).
• Escalate issues in accordance with company policy.
• Present the value proposition of CRM in accordance with standard procedures.
• Respond to all emails and voicemails in a professional, timely manner.
• Set up and host demo presentations, negotiate, and close add-on sales opportunities.
• Meet and surpass quantitative and qualitative goals, perform Quarterly Business Reviews (QBRs), and complete other vital sales process activities.
• Manage time effectively, meet personal goals, and work efficiently with other members of the sales team.
• Align with CRM Direct leadership to develop messaging, standardized presentations, and sales processes for CRM business success.

What You’ll Bring

Qualifications:

• Education: Bachelor’s degree in Business Administration, Marketing, or Communication preferred, or an equivalent combination of work experience and education.
• Experience: 1+ years of sales/account management experience, preferably in B2B.
• Knowledge/Skills/Abilities:
  • Sales experience with a high-tech company is strongly preferred.
  • Requires 70% travel.
  • Strong presence and experience in cultivating the current account base.
  • Demonstrated ability to present software and solutions over the phone is strongly preferred.
  • Proficient with corporate productivity and web presentation tools.
  • Experience working with Salesforce.com or similar CRM.
  • Excellent verbal and written communication skills.
  • Strong listening and presentation skills.
  • Ability to multitask, prioritize, and manage time effectively.
  • Self-driven, results-oriented, with a positive outlook and a focus on quality.
  • Knowledge of Microsoft Office, including Outlook, Excel, and PowerPoint.

It is not possible to list every requirement or responsibility of any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company’s needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to, or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs.

EQUAL OPPORTUNITY EMPLOYER The Solera group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Solera is the global leader in vehicle lifecycle management software-as-a-service, data, and services. Through four lines of business - vehicle claims, vehicle repairs, vehicle solutions and fleet solutions - Solera is home to many leading brands in the vehicle lifecycle ecosystem, including Identifix, Audatex, DealerSocket, Omnitracs, LoJack, Spireon, eDriving/Mentor, Explore, CAP HPI, Autodata, and others. Solera empowers its customers to succeed in the digital age by providing them with a "one-stop shop" solution that streamlines operations, offers data-driven analytics, and enhances customer engagement, which Solera believes helps customers drive sales, promote customer retention, and improve profit margins. Solera serves over 300,000 global customers and partners in 100+ countries. For more information, visit www.solera.com.