Remote Account & Relationships Manager

Wolters Kluwer; Boise (ID); Remote; USD 48,000 - 81,000; Full time

Benefits offered by this job

Commission

Job summary

Wolters Kluwer is seeking an Account & Relationship Manager for a permanent remote role open to candidates nationwide in the U.S., preferably CST or EST time zones. You will support senior team members, nurture client relationships, and help identify new sales opportunities to drive revenue.

You’ll gain exposure to insurance and financial services industries, document interactions, assist in presentations and demos, and contribute to a high-performing sales team focused on customer satisfaction

Qualifications

• 3+ years in account management or customer success.
• Experience in insurance or financial services preferred.
• Clear verbal and written communication.
• Basic familiarity with the organization’s products/services.
• Proficient data entry and record-keeping.
• Basic problem-solving abilities.

Responsibilities

• Identify 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

Communication

Customer Service

Product Knowledge

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 open to candidates nationwide in the U.S., preferably CST or EST time zones. You will support senior team members, nurture client relationships, and help identify new sales opportunities to drive revenue.

You’ll gain exposure to insurance and financial services industries, document interactions, assist in presentations and demos, and contribute to a high-performing sales team focused on customer satisfaction