Client Services Account Manager Job Description Template
Our company is looking for a Client Services Account Manager to join our team.
Responsibilities:
- Developing and managing positive business relationships with management and employees at assigned partner locations;
- Represent clients in a professional manner at all times;
- Creating a first-rate customer experience;
- Establishing and managing critical relationships with national customers;
- Communicate effectively plans, features, products and services to a variety of customers;
- Meet or exceed sales goals;
- Reviewing new product and service offerings from clients;
- Assist in the development and implementation of sales, training, product suggestions, and servicing programs each month, as needed;
- Develop and maintain close relationships with accounts, leading to opportunities to up-sell IRIO products and sign additional contracts;
- Work with Business Development to ensure all client deliverables are met timely and accurately;
- Ensure all leads, activities, emails, sales forecasting forms, are entered accurately and timely into IRIO’s CRM system;
- Conducting cancellation interviews with 24 hours of notice of any customer intent to cancel service;
- Encourage and demonstrate unity with the account management team;
- May respond to inquiries and/or provide assistance and/or guidance to lower level workers;
- Assist with any outstanding billings as needed, to ensure account base is paying IRIO on time and accurately.
Requirements:
- Excellent written and verbal communication skills;
- Strong problem solving, influence, and negotiation skills;
- Bachelor’s degree or demonstrated success in a comparable customer-facing position;
- Knowledge of applicable regulations preferred;
- Requires up to 20% travel;
- FINRA Series 6 and 63, and State Life Insurance required within 120 days of employment;
- Ability to build and maintain relationships;
- Knowledge and understanding of Pension Industry (primarily Defined;
- Contribution; Defined Benefit and Non-Qualified knowledge) a plus;
- Strong commitment to timing and quality standards;
- Communicate in a virtual and in-person environment;
- Ability to work in a fast-paced, deadline driven environment;
- 3-5 years of experience in Account Management;
- Experienced;
- Salesforce experience preferred.