Inside Sales Account Manager

Job Description

Job Description

Description

The BoldSign & BoldDesk Account Manager plays a pivotal role in driving the success of Syncfusion’s e-signature and helpdesk solutions. This role involves engaging with a diverse range of clients to understand their specific needs and demonstrate how our cutting-edge products can optimize their operations and boost productivity.

• BoldSign is a secure, scalable e-signature solution that streamlines document workflows and ensures legally binding transactions.
• BoldDesk is a comprehensive customer support platform that enhances communication and service delivery through advanced ticketing, automation, and analytics. 

The Account Manager will actively engage with warm, real-time leads, articulating the value of our solutions and creating a strong initial impression. This role requires a high degree of autonomy, with responsibility for managing a personal pipeline and taking full ownership of day-to-day activities. Flexibility across time zones is expected in a hybrid work environment. Additionally, the Account Manager will identify and act on opportunities to upgrade recent transactions, maximizing revenue through strategic upselling.

 

The ideal candidate is proactive, results-driven, and highly organized, with the ability to work independently while contributing to broader team objectives. Strong communication and interpersonal skills are essential, along with the ability to build long-term client relationships. The role requires adaptability, comfort in a fast-paced environment, and the professionalism to manage complex client needs with confidence and insight.

 

This role offers an opportunity to make a meaningful impact on Syncfusion’s continued growth while helping businesses succeed through the adoption of our solutions.

We are seeking candidates that are located within 50-miles of our office in Morrisville, N.C. as this position starts with an on-site training period of approximately 6-8 weeks. After successful completion of training, this role will have the opportunity to transition to a flexible hybrid work arrangement.

Please apply directly with us using this link.
Core Responsibilities

Sales & Account Management

• Initiate contact with prospective customers to qualify, develop, negotiate, and close new subscription or plan-based opportunities, targeting high-conversion leads.
• Clearly articulate the benefits and structure of subscription plans through comprehensive product training, highlighting how our bundled offerings can provide clear, customized solutions. 
• Maintain continuous communication with clients using varying methods of communication such as phone, email, and social platforms to foster relationships and encourage plan adoption or upgrades.
• Identify and pursue untapped upsell opportunities within existing accounts, maximizing revenue.
• Stay updated on company products, service updates, and promotions to offer tailored recommendations aligned with client goals.
• Utilize access to company marketing information, industry trends, competitor offerings, and product enhancements to convert leads into sales opportunities.
• Leverage insights from marketing resources, industry trends, and competitor offerings to position our subscription plans as superior solutions.

 

Sales Process Management

• Manage the full sales cycle from lead qualification through closing, ensuring all activities are tracked in the CRM.
• Act as a primary point of contact for customers, addressing inquiries throughout the sign-up process.
• Negotiate terms and pricing with customers, ensuring a mutually beneficial agreement.
• Meet or exceed monthly targets using effective consultative and transactional selling strategies.
• Prepare and present proposals and quotes that align with the customer’s needs, recommending the most appropriate plan; collaborate with internal teams to ensure proposals align with customer expectations and company offerings.
• Arrange payment terms in accordance with established guidelines.
• Manage customer records and opportunities within the CRM system, retaining accurate notes and data.
• Utilize programs and systems such as Microsoft 365, Chrome, and LinkedIn on a daily basis.
• Perform other work-related duties as assigned.

Education, Experience, Specialized and Preferred Skills

Education Level: Bachelor’s degree, or equivalent experience. 

Experience Level:  1-3 years of experience in a quota-driven, inside sales environment with a strong foundation in consultative sales. 

Specialized Skills, Certificates, Licenses: N/A 

Preferred Skills: Strong written and verbal communication skills. Relationship building and trust cultivation. Customer service orientation. Problem-solving and critical thinking. Time management and organizational skills. Ability to analyze customer needs and business objectives. Proven ability to quickly establish rapport and deliver value within every client interaction. Proficient with Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint). Proficient in using CRM software.
Why Work at Syncfusion? 

Syncfusion develops UI components and business software that help organizations build applications and streamline operations. Our Bold suite—including Bold BI, Bold Reports, BoldSign, and BoldDesk—enables teams to manage data, automate workflows, and improve customer experiences through integrated, scalable solutions.

These products are designed to support real-world business needs—from simplifying e-signature workflows and enhancing customer support to delivering actionable insights and embedded reporting. Syncfusion provides an opportunity to work on practical, high-impact software used by organizations worldwide.

We are seeking candidates interested in building a long-term career in a collaborative, product-focused environment. At Syncfusion, employees are supported with the tools and resources needed to deliver high-quality solutions to customers globally.
We provide great benefits to our team, including: 

• Medical, Dental, and Vision coverage offered
• 10 days of paid vacation in the first year, 5 paid sick days, and 12 paid holidays
• Traditional and Roth 401(k) match program
• Life, AD&D, and Disability coverage offered
• HSA match program
• Partial reimbursement for home internet and gym membership offered
• Employee assistance programs

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Syncfusion is an Equal Opportunity Employer