Palmetto Technology Group (PTG) · 11 hours ago
Client Account Manager
Irvine, CA
Full-time
Onsite
Mid Level
3+ years expPalmetto Technology Group (PTG) is a partnership platform that helps technology service companies grow. They are seeking a knowledgeable and customer-focused Client Account Manager to serve as the primary point of contact for key clients, optimizing product use and driving customer satisfaction and retention.
Cloud ComputingCloud Data ServicesCloud ManagementCyber SecurityInformation TechnologySoftwareTechnical Support
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 issues 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, as you identify “raving fans,” work to get referrals through the referral program and identify TCP case studies for our marketing team
Attending weekly meetings and training as defined by the manager
Qualification
Required
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
Must have the desire to succeed and have 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
Proven ability in effectively managing client relationships and being a team player
Able to quickly develop an understanding of financial solutions and knowledge to effectively communicate appropriate strategies and solutions to current clients to help them solve business issues
Acquire a baseline knowledge of the product catalog not as a technical expert but to assist a customer with their technology roadmap as you will be answering questions and consulting clients
Preferred
two years of experience in a client relation, account management, or client success role preferred
Experience in selling or supporting technology to clients in a business environment preferred
The innate ability to look beyond what's on the surface of any client issue and articulate that need or problem to management and other support teams
Benefits
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
Company
Palmetto Technology Group (PTG)
Most small to mid-size businesses have a ton of tech tools, software, apps, and systems to help them run—and most small to mid-size businesses don’t have the resources (or, quite frankly, the time) to make sure all those tools are running correctly.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Reed Wilson
CEO
Chris Fridley
Chief Operating Officer
Recent News
2023-12-26
Company data provided by crunchbase