Remote Account & Relationship Coordinator

Wolters Kluwer; Helena (MT); Remote; USD 48,000 - 81,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

401(k) and retirement benefits

Paid parental leave

Job summary

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

This position emphasizes building long-term client relationships to drive satisfaction and revenue. You will assist with outreach, coordinate meetings, and help prepare sales presentations and reports, while maintaining accurate records and

Qualifications

• 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.

Responsibilities

• Identify 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.

Skills

Client relationship management

Communication

Customer service

Product knowledge

Data entry

Problem solving

Organizational skills

Interpersonal skills

Sales tools

Tools

CRM systems

Job description

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

This position emphasizes building long-term client relationships to drive satisfaction and revenue. You will assist with outreach, coordinate meetings, and help prepare sales presentations and reports, while maintaining accurate records and