Account & Relationship Manager – Hybrid R0046906

Account & Relationship Manager – Hybrid R0046906 | Wolters Kluwer

Job Description  

The Account & Relationship Manager is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services.  The Account & Relationship Manager is accountable to achieve their quota for the assigned book of business through directly selling products in the customers’ existing product lines.  This includes driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities.  The Account & Relationship Manager is responsible for leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer’s existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity.  The Account & Relationship Manager will conduct quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend. 

Hybrid: Eight days a month we come together in the closest office within 50 miles to experience the value of connecting with colleagues. You will report to the Associate Director, Account & Relationship Management, and work under the leadership of the Director, Account & Relationship Management. This role is a part of FCC | CS - Wolters Kluwer Financial Services, Inc. | Please view the site office location directory for potential office preferences nationwide. | https://bit.ly/Find_A_WK_Office

Required Job Qualifications (minimum):   

• 3 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. 
• Bachelor’s degree or equivalent job-related experience
• Individual quota attainment ($/%); achievement of renewal target and up-sell targets
• Customer adoption target attainment: improvements in customer adoption of current portfolios (month over month or quarter over quarter)
• Number of leads identified and communicated to Account Executive
• Customer satisfaction scores and retention rates
• Completion of assigned product trainings and other required learnings for professional development
• 1 – 4 trips annually to attend sales meetings.
• Other business travel as required.

Preferred Job Qualifications:   

• 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.

Essential Duties and Responsibilities   

• Researches and gathers information on current customers and their needs.
• Researches and gathers information on current customers and their needs.

• Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.
• Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing pr