Account Manager, Sync Sales

Overview:

We are seeking a motivated and customer-focused Account Manager to manage and grow relationships with our key clients. The ideal candidate will be responsible for ensuring client satisfaction, identifying opportunities for upselling and cross-selling, and driving revenue growth within their sales region. This role requires a desire to exceed quota, excellent interpersonal skills, a proactive approach to client engagement, and a strong ability to navigate complex customer needs.

Job Activities

1. Client Relationship Management

• Serve as the primary point of contact for assigned clients, fostering trust and loyalty.
• Regularly meet with clients to understand their goals, challenges, and evolving needs.
• Ensure timely and effective resolution of client issues by coordinating with internal teams.

2. Account Growth and Retention

• Identify upselling and cross-selling opportunities
• Collaborate with sales and marketing teams to present new solutions tailored to client needs.

3. Strategic Account Planning

• Develop and execute account plans for key clients, focusing on long-term growth and success.
• Monitor and analyze client installations to identify improvement areas and value-add opportunities.
• Partner with internal stakeholders to align strategies and resources with client objectives.

4. Operational Excellence

• Maintain accurate and up-to-date client information in CRM and other tools.
• Ensure all client activities are well-documented and reported for organizational transparency.

5. Reporting and Insights

• Prepare regular updates on account performance, client feedback, and revenue forecasts.

Share insights with leadership to inform broader account management and product strategies.

Required Skills and Experience

• Bachelor’s degree in Business, Marketing, or a related field.
• 3+ years of experience in account management, new business, or a related quota carrying role.
• Proven ability to manage multiple clients and projects simultaneously.
• Strong interpersonal and communication skills, with a focus on relationship-building.
• Proficiency in CRM software (e.g., Salesforce), as well as sales enablement and reporting tools.

Preferred Skills

• Familiarity with account planning methodologies (e.g., BANT).
• Analytical mindset with the ability to use data to drive client strategies.

Competencies:

1. Drive for Results = Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results
2. Customer Focus = Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect
3. Timely Decision Making = Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; able to make a quick decision
4. Priority Setting = Spends his/her time and the time of others on what’s important; quickly zeros in on the critical few and puts the trivial many aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus
5. Perseverance = Pursues everything with energy, drive, and a need to finish; seldom gives up before finishing, especially in the face of resistance or setbacks
6. Dealing With Ambiguity = Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn’t upset when things are up in the air; doesn’t have to finish things before moving on; can comfortably handle risk and uncertainty