Account & Relationship Manager

Permanent remote role. Candidate can be located anywhere in the U.S, preferred candidate will be located in CST or EST. As an Account & Relationship Manager, you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of clients. You will support more senior team members in identifying and developing new sales opportunities, while learning the essentials of account management. Your contributions help enhance customer satisfaction and drive revenue for the organization. Responsibilities Assist in identifying 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 escalat 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. Experience & Skills 3+ years’ experience in account management, customer success or related role, preferred experience within the insurance and/or financial services industry. Communication: Ability to articulate ideas and information clearly both verbally and in writing. Customer Service: Basic understanding of customer service principles and practices. Product Knowledge: Basic familiarity with the organization's products or services. Data Entry: Proficiency in entering and maintaining data accurately. Problem‑Solving: Basic ability to identify and resolve straightforward issues. Organization: Ability to maintain organized records and manage time efficiently. Interpersonal Skills: Ability to build relationships with clients through positive interactions. Sales Tools: Familiarity with basic sales software and CRM systems. Our Interview Practices To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Compensation: $47,600.00 - $81,250.00 USD This role is eligible for Commission. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. Additional Information: Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical Dental Vision Plans 401(k)

FSA/HSA

Commuter Benefits Tuition Assistance Plan Vacation and Sick Time Paid Parental Leave Full details of our benefits are available upon request. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. For more information about our solutions and organization, visit or follow us on LinkedIn, Instagram and Facebook. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well‑being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well‑being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well‑being. That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Well‑being: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women. To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. GDPR Wolters Kluwer (“we” or “us”) wants to inform you about the ways we process your personal information. In this Privacy & Cookie Notice we explain what personal information we collect, use and disclose. You'll find details related to GDPR and other data privacy policies on our Careers Privacy and Cookies page. #J-18808-Ljbffr Wolters Kluwer Financial Services, Inc.