Remote Account & Relationship Manager

Wolters Kluwer; Frankfort (KY); Remote; USD 48,000 - 81,000; Full time

Benefits offered by this job

Commission

Job summary

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role in the U.S. The candidate will support senior team members, identify new opportunities, and help drive revenue by maintaining strong client relationships.

Strong communication, customer service, and CRM skills are essential. Responsibilities include outreach, product demonstrations, accurate record-keeping, and collaborating on strategy sessions.

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

• 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

Account management

Communication

Customer service

Product knowledge

Data entry

Organization

Interpersonal skills

Sales tools

Tools

CRM software

Job description

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role in the U.S. The candidate will support senior team members, identify new opportunities, and help drive revenue by maintaining strong client relationships.

Strong communication, customer service, and CRM skills are essential. Responsibilities include outreach, product demonstrations, accurate record-keeping, and collaborating on strategy sessions.