Remote Client Success & Account Manager

Wolters Kluwer; New York (NY); Remote; USD 48,000 - 81,000; Full time

Benefits offered by this job

Medical Plan

Dental Plan

Vision Plan

401(k) Plan

FSA/HSA

Commuter Benefits

Tuition Assistance

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 sales opportunities, and help drive revenue while learning core account management skills.

The position emphasizes building long-term client relationships, maintaining records, and contributing to customer satisfaction. Candidates with 3+ years in account management or customer success will fit best.

Qualifications

• 3+ years of account management or related role in insurance/financial services preferred.
• Excellent verbal and written communication skills.
• Strong customer service principles and practices are understood.
• Basic familiarity with the organization’s products or services.
• Accurate data entry and record-keeping are essential.
• Ability to identify and resolve straightforward issues.
• Well-organized and time-efficient in handling records.
• Ability to build relationships with clients through positive interactions.

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 in the United States. You will support senior team members, identify new sales opportunities, and help drive revenue while learning core account management skills.

The position emphasizes building long-term client relationships, maintaining records, and contributing to customer satisfaction. Candidates with 3+ years in account management or customer success will fit best.