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Wolters Kluwer · 2 months ago

Account & Relationship Manager

USA-NY-New York-Wall Street

Full-time

Hybrid

Senior Level, Lead/Staff

$63K/yr - $87K/yr

8+ years exp

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. The Account & Relationship Manager is responsible for building and maintaining effective long-term relationships with customers to create demand for products and services, achieve sales quotas, and drive customer adoption and retention.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Researches and gathers information on current customers and their needs

Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell

Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines

Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings

Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities

Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue

Directly sells products within the existing customer base

Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention

Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist

For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts

Maintains a clean and accurate pipeline in CRM

Qualification

B2B sales experienceAccount ManagementData analysis skillsFinancial services experienceTechnology TrainingInterpersonal skillsEffective communicationTeam collaborationOrganizational skillsSelf-motivated

Required

Bachelor's Degree

The ability to work a hybrid schedule, going to an office location 2-days a week, and working an 8 a.m. to 5 p.m., Monday - Friday schedule, ET and CT preferred

8 years of B2B commissioned sales or equivalent

Experience in Account Management, Sales, Technology Training, or renewal sales

Experience in the financial services, or lending compliance industries

Data analysis skills and ability to derive insights that drive next steps or actions required

Account Management (general knowledge of customer's business, stakeholders, product portfolio)

Communicate effectively in both face-to-face and virtual selling environments

Interpersonal skills, ability to build stakeholder relationships

Team effectively with other internal teams including Sales, Sales Support stakeholders

Stay organized and manage multiple priorities at once across multiple customer accounts

Cross-sell, up-sell, or pursue renewal transactions with customers

Professional demeanor in oral and written communications

Passion and ability to learn new CS offerings quickly