Anatomy IT · 3 hours ago

Senior Account Manager

Northeast, NY

Full-time

Remote

Mid, Senior Level

3+ years exp

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Responsibilities

Develop and maintain executive and departmental relationships with assigned clients.

Establish and implement short- and long-range goals and objectives for each account.

Perform regular reviews of client agreements to look for opportunities to expand or refresh.

Gather internal and external information, to create working budgets with clients on a quarterly and annual basis.

Keep an eye on expiration of any software and hardware for your customer and recommend replacements.

Attain the annual sales quota established for your defined set of clients.

Role is quota based so AM will actively be looking for ways to drive success and expansion within existing customer base.

Develop and present project, service, and product quotes to clients.

Provide a consultative approach to your customer relationships with an eye on upsell and expansion opportunities.

Proactive outreach to customers on a regular basis.

Address and follow up on all client escalated issues.

Deliver PulseCheck Business review presentations several times a year (QBRs)

Monitor customer health and proactively work with internal teams and customers to reduce churn and mitigate accounts identified as at risk or “red”

Maintain sales forecasts, key contacts & roles, account notes and other related documentation in Salesforce for all assigned accounts.

Proactively work to quickly close any reactive tickets assigned to AM from ConnectWise (ticketing system).

Have visibility into the support status of each account and assist as required for any high-profile issues.

Have visibility into the accounts receivable status of each account and assist where needed for any delinquencies.

Qualification

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Account ManagementProject ManagementSalesforceConnectWiseNetwork Topology