Ocrolus · 2 days ago

Account Manager

New York, NY

Full-time

Onsite

Mid Level

4+ years exp

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Responsibilities

Develop and maintain long-term client relationships with a focus on upselling, cross-selling, and renewals

Identify opportunities to grow business with existing clients

Act as the central point of contact for assigned customer base

Coordinate with teammates on the same account to provide consistent service

Ensure clients receive products and services promptly

Communicate client needs, demands, and goals to internal teams

Collaborate with the sales team to reach prospective clients

Service multiple clients concurrently while meeting deadlines consistently

Maintain records of client transactions

Forecast and track client account metrics

Contribute to the growth of the team and the company

50-75% domestic overnight travel may be required for this role

Qualification

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Account managementCustomer successSaaS experienceUpsellingCross-sellingRenewalsProject managementRelationship managementProblem-solvingClient-focusedInfluencingNegotiationListeningCommunicationPresentationTime managementGrowth mindsetAPIB2B FinTechSalesforceAdaptability

Required

Bachelor's Degree in business or related field

4+ years of account management / customer success SaaS experience working with enterprise-level clients

Proven track record of success with upselling, cross-selling and renewals

Client focused solutions experience

Ability to communicate client needs with internal teams

Talent for influencing client management

Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills

Growth mindset

50-75% of domestic overnight travel may be required for this role