Territory Account Manager

CCB Technology

Racine (WI)

On-site

USD 70,000 - 100,000

Full time

4 days ago

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Job summary

CCB Technology is seeking a Territory Account Manager to oversee and expand an assigned portfolio of customer accounts within a defined geographic territory in the United States. You will be the primary relationship owner, ensuring high customer satisfaction, retention, and growth while identifying opportunities to expand the company''s technology solutions and services.

Approximately 80% of the role focuses on existing relationships; 20% on new business opportunities within the territory.

Qualifications

Minimum of three (3) years in sales, account management, customer success, or business development.
Proven ability to manage customer relationships and drive revenue growth.
Valid driver's license and ability to travel throughout assigned territory.

Responsibilities

Serve as primary point of contact for assigned customer accounts.
Conduct regular customer business reviews and account planning meetings.
Develop territory growth plans and maintain a healthy pipeline.
Collaborate with Sales Support, Marketing, Vendor Partners, and Technical Teams.
Update CRM records, opportunity tracking, and forecasting.

Skills

Relationship building

Customer engagement

CRM proficiency

Consultative selling

Territory planning

Communication skills

Travel willingness

Microsoft 365

Analytics

Tools

CRM platforms

Sales technologies

Microsoft 365

Job description

Job Description

The Territory Account Manager is responsible for managing and growing an assigned portfolio of customer accounts within a designated geographic territory. This role serves as the primary relationship owner for existing clients, ensuring high levels of customer satisfaction, retention, and growth while identifying opportunities to expand CCB Technology's solutions and services.

Approximately 80% of this role is focused on managing and expanding existing customer relationships, with the remaining 20% dedicated to developing new business opportunities within the assigned territory.

The Territory Account Manager is accountable for the overall success of their territory by maintaining strong customer relationships, identifying growth opportunities, and helping customers leverage technology solutions that improve their business outcomes.

Essential Duties and Responsibilities

Account Management & Customer Growth

Serve as the primary point of contact for assigned customer accounts.
Conduct regular customer business reviews and account planning meetings.
Build and maintain relationships with key decision-makers and stakeholders.
Identify opportunities to expand existing customer relationships through additional products, services, and solutions.
Proactively manage customer retention and satisfaction.
Maintain account plans for strategic customers and growth opportunities.

Territory Development

Develop and execute a territory growth plan.
Generate referrals and introductions from existing customers and partners.
Pursue qualified new business opportunities within the assigned territory.
Identify organizations that align with CCB Technology's ideal customer profile.
Build and maintain a healthy pipeline of qualified opportunities.

Collaboration & Administration

Maintain accurate CRM records, opportunity tracking, and forecasting.
Collaborate with Sales Support, Software & Renewals, Marketing, Vendor Partners, and Technical Teams.
Participate in sales meetings, forecasting reviews, and territory planning sessions.
Stay informed on industry trends, competitive activity, and emerging technologies.

Typical Daily Activities

Meeting with existing customers to review projects, initiatives, and technology roadmaps.
Following up on open quotes, renewals, and pending opportunities.
Working with internal teams to develop customer recommendations and solutions.
Reviewing customer purchasing trends and identifying growth opportunities.
Conducting account planning and territory reviews.
Responding to customer questions and coordinating issue resolution.
Prospecting targeted organizations within the territory.
Attending customer meetings, networking events, and vendor-sponsored activities.
Updating CRM records, managing pipeline activity, and forecasting opportunities.

Qualifications

Qualifications: Qualifications

Required

Minimum of three (3) years of sales, account management, customer success, or business development experience.
Proven ability to manage customer relationships and drive revenue growth.
Valid driver's license and ability to travel throughout assigned territory.

Preferred

Experience selling technology solutions and services.
Experience managing a geographic territory or book of business.
Experience selling Managed IT Services, Cybersecurity, Cloud, Software, Infrastructure, or Professional Services.

Knowledge, Skills & Abilities

Strong relationship-building and customer engagement skills.
Ability to identify customer business challenges and align technology solutions to business outcomes.
Excellent verbal, written, and presentation communication skills.
Strong organizational, time management, and territory planning abilities.
Ability to manage multiple priorities and opportunities simultaneously.
Proficiency with CRM platforms, Microsoft 365, and sales-related technologies.
Ability to work independently while collaborating effectively across departments.
Knowledge of consultative selling methodologies and account management best practices.
Understanding of technology solutions, services, and recurring revenue business models.
Ability to analyze customer data, identify trends, and develop growth strategies.

Additional Information

Key Performance Indicators (KPIs)

Customer Retention & Growth