Remote Account & Relationship Manager

Wolters Kluwer; City of Albany (NY); Remote; USD 48,000 - 81,000; Full time

Benefits offered by this job

Commission eligibility

Benefits package

Job summary

Wolters Kluwer in the United States (remote) is seeking an Account & Relationship Manager to build and maintain long-term client relationships across a portfolio. You will assist in identifying new sales opportunities and support senior team members with demonstrations and proposals.

You will keep accurate records, respond to inquiries, coordinate meetings, and help prepare sales reports while learning the products and services offered.

Qualifications

• 3+ years’ experience in account management, customer success or related role, preferred experience within the insurance and/or financial services industry
• Ability to articulate ideas clearly both verbally and in writing
• Basic understanding of customer service principles and practices
• Familiarity with the organization’s products or services
• Proficiency in entering and maintaining data accurately
• Basic ability to identify and resolve straightforward issues
• Ability to maintain organized records and manage time efficiently
• Ability to build relationships with clients through positive interactions
• Familiarity with basic sales software and CRM systems

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 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

Communication

Customer service

Product knowledge

Data entry

Problem solving

Organization

Interpersonal skills

Sales tools

Tools

CRM systems

Job description

Wolters Kluwer in the United States (remote) is seeking an Account & Relationship Manager to build and maintain long-term client relationships across a portfolio. You will assist in identifying new sales opportunities and support senior team members with demonstrations and proposals.

You will keep accurate records, respond to inquiries, coordinate meetings, and help prepare sales reports while learning the products and services offered.