Remote Account & Relationship Manager

Wolters Kluwer; Salt Lake City (UT); Remote; USD 48,000 - 81,000; Full time

Job summary

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role. The ideal candidate will manage a client portfolio, help identify new opportunities, and support senior team members in driving revenue.

The position emphasizes effective communication, data accuracy, and proactive client engagement across the insurance/financial services space. Candidates should have 3+ years in account management or customer success.

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

Customer success

Communication

Data entry

Problem solving

Organization

Interpersonal skills

Sales tools

Tools

CRM systems

Sales software

Job description

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role. The ideal candidate will manage a client portfolio, help identify new opportunities, and support senior team members in driving revenue.

The position emphasizes effective communication, data accuracy, and proactive client engagement across the insurance/financial services space. Candidates should have 3+ years in account management or customer success.