Wolters Kluwer · 1 hour ago
Account & Relationship Manager - Lien
Minneapolis, MN
Full-time
Hybrid
Senior Level, Lead/Staff
$52K/yr - $89K/yr
8+ years expWolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. The Lien Account & Relationship Manager is responsible for ensuring successful and sustainable business relationships with a portfolio of select customers, leveraging data to drive product adoption and identify up-sell opportunities.
BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
Responsibilities
Individual quota attainment; achievement of up-selling of targets
Monitor and interpret product usage data for an assigned book of accounts to drive adoption and realize revenue expectations
Develop customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, or up-selling business within existing product lines
Receive newly signed contracts for new Lien customers and adhere to defined onboarding and training processes to effectively promote customer adoption of Lien Solutions offerings for the first 12 months
Identify leads for up-sell/cross-sell opportunities and share them with Sales Executives to pursue
Serve as a point of contact for client escalations on issues unresolved by customer service and coordinating internal resources to ensure a high level of client satisfaction; problem solving issues on behalf of the client. Resolving customer-driven requests in coordination with sales partners is a primary focus of the role
Stay informed of new solutions, product enhancements, regulatory changes, industry trends and other relevant information. Understand the impact of this information on the customer and the company and convey it in an effective manner
Maintains clean and accurate data in CRM
Qualification
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
Self-motivated; proactive and perseverant mindset
General product and application knowledge
Benefits
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Company
Wolters Kluwer
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.78B2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M
Leadership Team
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
Nancy McKinstry
CEO
Recent News
Business Wire
2026-01-19
thefly.com
2026-01-12
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