Remote Account & Relationship Manager

Wolters Kluwer; Olympia (WA); 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 Plan

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., preferably CST or EST. You will support senior team members in identifying new sales opportunities and learn the essentials of account management.

Responsibilities include identifying potential clients, conducting outreach, supporting presentations, maintaining records, answering basic inquiries, and preparing sales reports.

Qualifications

• 3+ years in account management, customer success or related role (preferred in insurance/financial services).
• Clear verbal and written communication skills.

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 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

Customer success

Communication

Customer service

Product knowledge

Data entry

Problem solving

Organization

Interpersonal skills

Sales tools

Tools

CRM software

Sales CRM

Job description

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role in the U.S., preferably CST or EST. You will support senior team members in identifying new sales opportunities and learn the essentials of account management.

Responsibilities include identifying potential clients, conducting outreach, supporting presentations, maintaining records, answering basic inquiries, and preparing sales reports.