Velosio · 20 hours ago
Client Account Manager
Velosio is a values-driven organization focused on delivering an outstanding employee experience. They are seeking a Client Account Manager responsible for driving growth within their client base through client retention, satisfaction, and cross-selling, along with executing business plans to exceed revenue goals.
ComputerSoftware
Responsibilities
Attain sales quota by creating and executing a business plan that effectively demonstrates strategies to exceed revenue goals and expand Velosio’s value
Proactively uncover cross-sell and upsell opportunities with assigned clients and drive those opportunities to a successful close
Maintain and respond to opportunities generated from digital marketing or phone campaigns, website traffic, networking events, and webinars, etc
Ability to assist clients with creating their technology roadmap to maximize their investment
Transition clients from on premise solutions to cloud solutions as well as working with our clients to explore the entire Microsoft suite of products
Position clients to move from traditional Dynamics applications to D365 BC and F&O as well as up-sell existing products: new users, modules, licensing changes, etc
Liaise between clients, ISV Partners, and internal team members to ensure accurate and timely coordination of all open items during sales cycles including engagement letters and related product services, licensing, and pricing information
Educate clients on business and technology trends, providing new perspectives and ideas on the solutions Velosio offers and how they could directly impact the client’s businesses
Drive client attendance at events & webinars and ensure maximum benefits achieved post-event by providing accurate and timely follow-up
Partner with the Marketing team to create content for upcoming events, webinars, newsletters, client success stories, client video testimonials, case studies, and industry/client specific white papers, etc
Participate in client onboarding, project kick-off meetings, and client lifecycle activities
Provide accurate and timely sales pipeline updates for existing client sales activities, which includes updating internal CRM system daily
Qualification
Required
5+ years' experience in technology consulting sales with proven success selling into an existing client base
Proven success in proactively uncovering opportunities with existing clients
Demonstrated capability to solution-sell and value-sell
Bachelor's degree in business, information systems, accounting or equivalent
Excellent presentation and communication skills targeted to effectively present information to C-level executives
Excellent organizational skills, attention to quality, self-motivation, and a desire to succeed
Desire to create a company-wide culture of client success, engagement, and loyalty
Ability to work independently while being managed remotely
Comfortable with participating in and communicating with virtual teams
Preferred
ERP/CRM sales experience preferred
Benefits
3 Medical Insurance options with a company contribution to HSA
3 Dental Insurance options including adult orthodontics
3 Vision Insurance options
Unlimited PTO (UPTO)
Remote working environment
401k Match 50% of the first 6%
StayWell Program - a cash reimbursement up to $600 a year toward Wellness
Company
Velosio
Velosio formed by combining SBS Group and Socius.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Court Square Capital PartnersHarren Equity Partners
2024-03-07Private Equity
2019-03-12Private Equity
Recent News
2025-06-24
2025-04-10
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