Remote Account & Relationship Manager

Wolters Kluwer; Topeka (KS); Remote; USD 48,000 - 81,000; Full time

Job summary

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role in the United States. You will support senior team members, identify new opportunities, and help manage client relationships while learning core account management skills.

Responsibilities include outreach, demonstrations, CRM data entry, reports, and collaborating with teams to ensure client satisfaction. Experience in insurance/financial services is preferred, with strong communication and organizational

Qualifications

• 3+ years of experience in account management, customer success or related role, preferably in insurance/financial services.
• Clear written and verbal communication skills.
• Basic understanding of customer service principles.
• Familiarity with the organization’s products or services.
• Data entry proficiency and accuracy.
• Ability to identify and resolve straightforward issues.
• Strong organizational skills and time management.
• 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

Account management

Customer success

Communication

Customer service

Product knowledge

Data entry

Problem solving

Organization

Interpersonal skills

Sales tools

Tools

CRM software

Sales software

Job description

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role in the United States. You will support senior team members, identify new opportunities, and help manage client relationships while learning core account management skills.

Responsibilities include outreach, demonstrations, CRM data entry, reports, and collaborating with teams to ensure client satisfaction. Experience in insurance/financial services is preferred, with strong communication and organizational