Remote Account & Relationship Manager

Wolters Kluwer; Hartford (CT); Remote; USD 48,000 - 81,000; Full time

Job summary

Wolters Kluwer is hiring an Account & Relationship Manager to build lasting client partnerships across a remote nationwide role in the United States. You will support senior team members, identify new opportunities, and help grow revenue while delivering reliable service to a diverse portfolio of clients.

Ideal candidates have 3+ years in account management or customer success, strong communication and CRM skills, and a foundational understanding of insurance or financial services.

Qualifications

• Clear written and verbal communication.
• Basic understanding of customer service principles.
• Familiarity with the organization’s products or services.
• Accurate data entry and record keeping.
• Ability to identify and resolve straightforward issues.
• 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 is hiring an Account & Relationship Manager to build lasting client partnerships across a remote nationwide role in the United States. You will support senior team members, identify new opportunities, and help grow revenue while delivering reliable service to a diverse portfolio of clients.

Ideal candidates have 3+ years in account management or customer success, strong communication and CRM skills, and a foundational understanding of insurance or financial services.