Remote Account & Relationship Manager

Wolters Kluwer; Atlanta (GA); Remote; USD 48,000 - 81,000; Full time

Benefits offered by this job

Medical, Dental, & Vision plans

401(k)

FSA/HSA

Commuter benefits

Tuition assistance

Vacation and sick time

Paid parental leave

Job summary

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role in the U.S. The successful candidate will support senior team members, help identify new sales opportunities, and contribute to revenue growth while delivering excellent client service.

You will coordinate client meetings, maintain records, assist with reports, and learn the organization’s products. Strong communication and CRM familiarity are valued, with CST/EST preference.

Qualifications

• 3+ years’ experience in account management or customer success.
• Preferred experience in insurance or financial services.
• Strong communication and written skills.
• Familiarity with CRM software.
• Data entry and record-keeping accuracy.
• Ability to identify opportunities and build relationships.
• Organized with time management.
• Team collaboration and willingness to learn.

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.
• 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

Organization

Interpersonal skills

CRM systems

Tools

CRM systems

Sales software

Job description

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role in the U.S. The successful candidate will support senior team members, help identify new sales opportunities, and contribute to revenue growth while delivering excellent client service.

You will coordinate client meetings, maintain records, assist with reports, and learn the organization’s products. Strong communication and CRM familiarity are valued, with CST/EST preference.