[Hiring] Account & Relationship Manager @Wolters Kluwer

Role Description

As an Account & Relationship Manager, you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of clients. You will support more senior team members in identifying and developing new sales opportunities, while learning the essentials of account management. Your contributions help enhance customer satisfaction and drive revenue for the organization.

• Assist in identifying potential clients and new business opportunities.
• Conduct initial outreach and establish first contact with potential customers.
• Support sales presentations and product demonstrations.
• Maintain accurate records of customer interactions and sales activities.
• Respond to basic customer inquiries and escalate complex issues to senior team members.
• Assist in preparing sales reports and tracking performance metrics.
• Learn and understand the products/services offered by the organization.
• Help coordinate meetings and gather customer feedback.
• Participate in team strategy sessions.
• Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues.

Qualifications

• 3+ years’ experience in account management, customer success or related role, preferred experience within the insurance and/or financial services industry.
• Communication: Ability to articulate ideas and information clearly both verbally and in writing.
• Customer Service: Basic understanding of customer service principles and practices.
• Product Knowledge: Basic familiarity with the organization's products or services.
• Data Entry: Proficiency in entering and maintaining data accurately.
• Problem-Solving: Basic ability to identify and resolve straightforward issues.
• Organization: Ability to maintain organized records and manage time efficiently.
• Interpersonal Skills: Ability to build relationships with clients through positive interactions.
• Sales Tools: Familiarity with basic sales software and CRM systems.

Requirements

• To maintain a fair and genuine hiring process, all candidates must participate in interviews without the assistance of AI tools or external prompts.
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation

• $47,600.00 - $81,250.00 USD
• This role is eligible for Commission.
• Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location.

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave