Remote Account Manager — Client Growth & Success

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

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.