Client Account Manager
Palmetto Technology Group (PTG), Irvine, California, United States, 92713
Overview
COURSER
is a partnership platform that helps technology service companies identify and take the next step in growth. Our organization has a strong company culture built on our values of Teamwork, Service, Growth-Minded, Trust, and Innovative. Our team dedicates their time working together to provide phenomenal experience for our customers. Be ready to join a fast-paced, ever-evolving IT company that is bringing on new customers and team members to continue strong growth into the future.
Client Account Manager We are looking for a knowledgeable and customer-focused Client Account Manager to join our team. The Client Account Manager will serve as the primary point of contact for key clients, helping them optimize product use, and achieve their goals. This role combines technical expertise, customer support, and account management to build strong relationships and drive customer satisfaction and retention and grow wallet share.
Key Responsibilities
Serve as the client’s point person for assigned accounts by working jointly with the Outside Sales rep on new client hand-offs and managing service project requests
Proactively work to develop strong relationships with the key client decision-makers
Identify client white space and opportunities to support our clients through expansion of products and services to achieve their business goals and achieve sales targets
Gather client feedback and provide it to internal departments to enhance the quality of service as well as recommendations to add products or services
Ensure clients’ needs and requests are satisfied on a timely basis
Prepare for client discussions by understanding a client’s business, key decision makers, and current product or solution gaps before conducting unique touches or a formal business review
Conduct business review sequences based on defined account segments to evaluate clients’ business needs. The AM should translate those needs into solutions supporting the client’s business goals and objectives
Oversee the development of project and product quotes, pricing, and availability by working with internal teams to provide complete information to provide the client with an accurate and timely estimate or quote
Promptly respond to calls and emails from clients, including answering questions, problem-solving, and quarterbacking issue resolution or escalation with proper company resources
Inform management of client retention risk through the CODE RED program. This includes developing a client cure plan in conjunction with the services team
Accurate and timely submission of internal reports and required paperwork to management as directed
When appropriate, identify “raving fans,” pursue referrals through the referral program and identify TCP case studies for our marketing team
Attend weekly meetings and training as defined by the manager
Key Qualifications
Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience)
3+ years of experience in account management, customer success, sales, or a related field
Desire to succeed with a competitive, can-do spirit
Exemplary high standards of client service, honesty, integrity, and endeavor
Ability to use initiative in identifying, addressing, and resolving day-to-day issues and challenges
Ability to communicate with peers and management clearly and promptly
Ability to work in a broadly defined team, leveraging resources from across the company, including Services, Sales, Engineering, and Client Support
Two years of experience in a client relations, account management, or client success role preferred
Experience in selling or supporting technology to clients in a business environment preferred
Ability to articulate client needs to management and other support teams
Proven ability to manage client relationships and be a team player
Ability to understand financial solutions and communicate appropriate strategies and solutions to clients
Baseline knowledge of the product catalog to assist a customer with their technology roadmap
What We Do For You At COURSER we prioritize our employees’ personal and professional development, offering best-in-class training, mentorship, and opportunities for growth through our self-promotion paths. We encourage innovation and challenging the status quo. With teams across the country, we have a wealth of knowledge and a team that is eager to share and grow together.
Benefit Highlights
Competitive benefits package, including medical, dental, vision, and life insurance
401k match
Flexible PTO
10 Holidays including your Birthday and a Floating Holiday
Gym reimbursement
Amazon Prime reimbursement
40 Hours for Volunteer Time
Paid Maternity and Paternity leave
Paid certifications
Learning and development programs
Courser is an equal opportunity employer. Applications are considered for positions without regard to veteran status, uniformed service member status, race, creed, color, religion, gender, gender identity, sex, sexual orientation, citizenship status, national origin, marital status, age, physical or mental disability, genetic information, caregiver status or any other category protected by applicable federal, state, or local laws.
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is a partnership platform that helps technology service companies identify and take the next step in growth. Our organization has a strong company culture built on our values of Teamwork, Service, Growth-Minded, Trust, and Innovative. Our team dedicates their time working together to provide phenomenal experience for our customers. Be ready to join a fast-paced, ever-evolving IT company that is bringing on new customers and team members to continue strong growth into the future.
Client Account Manager We are looking for a knowledgeable and customer-focused Client Account Manager to join our team. The Client Account Manager will serve as the primary point of contact for key clients, helping them optimize product use, and achieve their goals. This role combines technical expertise, customer support, and account management to build strong relationships and drive customer satisfaction and retention and grow wallet share.
Key Responsibilities
Serve as the client’s point person for assigned accounts by working jointly with the Outside Sales rep on new client hand-offs and managing service project requests
Proactively work to develop strong relationships with the key client decision-makers
Identify client white space and opportunities to support our clients through expansion of products and services to achieve their business goals and achieve sales targets
Gather client feedback and provide it to internal departments to enhance the quality of service as well as recommendations to add products or services
Ensure clients’ needs and requests are satisfied on a timely basis
Prepare for client discussions by understanding a client’s business, key decision makers, and current product or solution gaps before conducting unique touches or a formal business review
Conduct business review sequences based on defined account segments to evaluate clients’ business needs. The AM should translate those needs into solutions supporting the client’s business goals and objectives
Oversee the development of project and product quotes, pricing, and availability by working with internal teams to provide complete information to provide the client with an accurate and timely estimate or quote
Promptly respond to calls and emails from clients, including answering questions, problem-solving, and quarterbacking issue resolution or escalation with proper company resources
Inform management of client retention risk through the CODE RED program. This includes developing a client cure plan in conjunction with the services team
Accurate and timely submission of internal reports and required paperwork to management as directed
When appropriate, identify “raving fans,” pursue referrals through the referral program and identify TCP case studies for our marketing team
Attend weekly meetings and training as defined by the manager
Key Qualifications
Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience)
3+ years of experience in account management, customer success, sales, or a related field
Desire to succeed with a competitive, can-do spirit
Exemplary high standards of client service, honesty, integrity, and endeavor
Ability to use initiative in identifying, addressing, and resolving day-to-day issues and challenges
Ability to communicate with peers and management clearly and promptly
Ability to work in a broadly defined team, leveraging resources from across the company, including Services, Sales, Engineering, and Client Support
Two years of experience in a client relations, account management, or client success role preferred
Experience in selling or supporting technology to clients in a business environment preferred
Ability to articulate client needs to management and other support teams
Proven ability to manage client relationships and be a team player
Ability to understand financial solutions and communicate appropriate strategies and solutions to clients
Baseline knowledge of the product catalog to assist a customer with their technology roadmap
What We Do For You At COURSER we prioritize our employees’ personal and professional development, offering best-in-class training, mentorship, and opportunities for growth through our self-promotion paths. We encourage innovation and challenging the status quo. With teams across the country, we have a wealth of knowledge and a team that is eager to share and grow together.
Benefit Highlights
Competitive benefits package, including medical, dental, vision, and life insurance
401k match
Flexible PTO
10 Holidays including your Birthday and a Floating Holiday
Gym reimbursement
Amazon Prime reimbursement
40 Hours for Volunteer Time
Paid Maternity and Paternity leave
Paid certifications
Learning and development programs
Courser is an equal opportunity employer. Applications are considered for positions without regard to veteran status, uniformed service member status, race, creed, color, religion, gender, gender identity, sex, sexual orientation, citizenship status, national origin, marital status, age, physical or mental disability, genetic information, caregiver status or any other category protected by applicable federal, state, or local laws.
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#J-18808-Ljbffr