Sales Engagement & Account Manager

Peterson's; Denver (CO); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A renowned educational resource provider in Denver is seeking a motivated Sales Engagement & Account Manager. This hybrid role focuses on managing customer accounts and engaging qualified leads. Responsibilities include lead engagement, account management, and managing renewals, requiring 1-3 years of relevant experience and strong communication skills. If you are highly organized and adaptable, this position offers a unique opportunity to grow within the sales team.

Qualifications

• 1-3+ years of experience in sales support or account management.
• Strong communication and follow-up skills.
• Experience using CRM systems like Salesforce.

Responsibilities

• Engage qualified leads from various sources.
• Manage customer accounts post-sale.
• Handle renewal processes for assigned accounts.

Skills

Strong communication

Relationship-building

Organization

Salesforce

Customer success

Tools

CRM systems

Job description

Since 1966, Peterson's has been a trusted resource for students, educators, parents, and military members, offering information on college admissions, scholarships, and educational opportunities. Learn more at www.petersons.com.

Overview

We are seeking a motivated and highly organized Sales Engagement & Account Manager (Hybrid SDR / Account Management Role) to support both sales conversion and ongoing customer relationships. This is a unique hybrid role that primarily focuses on engaging qualified leads provided by the company and managing customer accounts through renewal.

While the role does not primarily involve cold prospecting, there may be opportunities over time to support targeted outbound or cold outreach initiatives as the sales organization evolves.

Key Responsibilities

• Lead Engagement & Appointment Setting: Follow up with qualified leads from conferences, events, inbound inquiries, and curated lead lists
• Engage prospects via phone, email, and digital channels to assess interest and needs
• Schedule discovery and sales meetings for assigned Sales Representatives
• Ensure timely, professional follow-up to maximize conversion from provided leads
• Maintain accurate lead and activity records in the CRM

• Account Management & Customer Interaction: Manage a portfolio of customer accounts following the initial sale
• Serve as a primary point of contact for ongoing customer communication
• Conduct regular check-ins to support customer satisfaction and retention
• Identify opportunities for upsell, cross-sell, and account growth
• Partner with internal teams to ensure a positive customer experience

• Renewals & Quoting: Manage the renewal process for assigned accounts
• Prepare and deliver renewal quotes and proposals
• Coordinate with internal teams to ensure pricing accuracy and timely renewals
• Proactively manage renewal timelines and mitigate renewal risk

• Outbound & Growth Support (As Needed): Participate in targeted outbound or cold outreach campaigns when needed
• Support strategic growth initiatives or pilot programs
• Provide feedback on outreach effectiveness and messaging

• Collaboration & Reporting: Work closely with Sales Representatives to ensure a smooth handoff from lead to customer
• Collaborate with marketing and event teams to improve lead engagement strategies
• Maintain accurate CRM records for leads, accounts, and renewals
• Report on meeting activity, renewal performance, and account health

Qualifications

• 1–3+ years of experience in sales support, account management, customer success, or related roles
• Strong communication, follow-up, and relationship-building skills
• Experience using CRM systems (Salesforce, HubSpot, or similar)
• Highly organized with strong attention to detail
• Comfortable interacting with customers and internal sales teams
• Adaptable and open to evolving responsibilities

Preferred Qualifications

• Experience working conference or event-generated leads
• Exposure to outbound or cold outreach (even if limited)
• Experience in B2B sales, SaaS, or services environments
• Experience with quoting, renewals, or contracts

What Makes This Role Unique

• Primarily focused on engaging qualified leads, not heavy cold prospecting
• Combines appointment setting with long-term account ownership
• Opportunity to expand into outbound initiatives over time
• High visibility and collaboration across Sales, Marketing, and Customer Success

What Success Looks Like

• Strong conversion of qualified leads into scheduled sales meetings
• High renewal and retention rates
• Positive customer feedback and long-term relationships
• Flexibility and effectiveness as the role evolves