Remote Account & Relationship Manager

Wolters Kluwer; Trenton (NJ); 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. The ideal candidate will manage a client portfolio, support senior team members, and help identify new sales opportunities while learning core account management skills.

Responsibilities include outreach, client coordination, CRM maintenance, and preparing sales reports. The role offers commission eligibility and benefits, with an emphasis on delivering timely follow-up and customer satisfaction.

Qualifications

• 3+ years’ experience in account management or customer success, preferably in insurance/financial services.
• Communication: Clear written and verbal communication.
• Customer Service: Basic understanding of customer service principles.
• Product Knowledge: Basic familiarity with Wolters Kluwer products/services.
• Data Entry: Proficiency in accurate data entry and record keeping.
• Problem-Solving: Ability to identify and resolve straightforward issues.
• Organization: Strong organizational skills and time management.
• Interpersonal Skills: Ability to build client relationships.
• Sales Tools: Familiarity with CRM software.

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

CRM tools

Tools

CRM systems

Job description

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role. The ideal candidate will manage a client portfolio, support senior team members, and help identify new sales opportunities while learning core account management skills.

Responsibilities include outreach, client coordination, CRM maintenance, and preparing sales reports. The role offers commission eligibility and benefits, with an emphasis on delivering timely follow-up and customer satisfaction.