Remote Account & Relationship Manager

Wolters Kluwer; Richmond (VA); Remote; USD 48,000 - 81,000; Full time

Job summary

Wolters Kluwer is hiring for an Account & Relationship Manager in a permanent remote role. You can be located anywhere in the United States, with a preference for CST or EST time zones.

The role supports senior team members in identifying new sales opportunities, maintaining client relationships, and learning account management fundamentals. The position emphasizes building client satisfaction, handling outreach, CRM data entry, and contributing to revenue through effective relationship

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

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

Customer success

Communication

Customer service

Data entry

Problem solving

Organization

Interpersonal skills

Sales tools

Tools

CRM systems

Sales software

Job description

Wolters Kluwer is hiring for an Account & Relationship Manager in a permanent remote role. You can be located anywhere in the United States, with a preference for CST or EST time zones.

The role supports senior team members in identifying new sales opportunities, maintaining client relationships, and learning account management fundamentals. The position emphasizes building client satisfaction, handling outreach, CRM data entry, and contributing to revenue through effective relationship