Remote Account & Relationship Associate

Wolters Kluwer; Lincoln (NE); Remote; USD 48,000 - 81,000; Full time

Benefits offered by this job

Commission eligibility

Job summary

Wolters Kluwer in the United States is seeking an Account & Relationship Manager for a permanent remote role. You will support more senior team members, manage a portfolio of clients, and help identify new sales opportunities while learning the essentials of account management.

The role emphasizes timely follow-up, accurate data entry, and coordination of meetings. You will assist in presentations, respond to basic inquiries, and contribute to customer satisfaction and revenue.

Qualifications

• 3+ years in account management or related role, prefer insurance/financial services.
• Excellent spoken and written communication skills.
• Strong customer service fundamentals.
• Basic knowledge of company products or services.
• Accurate data entry and record keeping.
• Basic problem-solving abilities.
• Organized and time-efficient.
• Strong interpersonal relationship skills.
• Familiarity with CRM and sales software.

Responsibilities

• Identify potential clients and new business opportunities.
• Conduct initial outreach and 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 organization's products/services.
• Coordinate meetings and gather customer feedback.
• Participate in team strategy sessions.
• Contribute to customer satisfaction through timely follow-up and resolution.

Skills

Account management

Communication

Customer service

Product knowledge

Data entry

Problem solving

Organization

Interpersonal skills

Sales tools

Tools

CRM systems

Sales software

Job description

Wolters Kluwer in the United States is seeking an Account & Relationship Manager for a permanent remote role. You will support more senior team members, manage a portfolio of clients, and help identify new sales opportunities while learning the essentials of account management.

The role emphasizes timely follow-up, accurate data entry, and coordination of meetings. You will assist in presentations, respond to basic inquiries, and contribute to customer satisfaction and revenue.