Account & Relationship Manager

Job summary
The Account & Relationship Manager is responsible for building and maintaining relationships with customersThey will create demand for products and servicesThe position involves selling products, driving adoption, and pursuing up-sell opportunities
Job seniority: mid-to-senior level
Responsibilities
• Researching and gathering information on current customers and their needs• Monitoring and interpreting product usage data to identify opportunities for improvement• Developing customer relationships to improve product adoption and execute renewals• Promoting customer adoption of CS offerings• Executing renewal and up-sell opportunities• Identifying leads for cross-sell opportunities• Directly selling products within the existing customer base• Completing annual account reviews with customers• Transitioning customers from contract-signing to post-sale support• Pursuing and closing opportunities for Compliance Solutions products
Requirements
• Bachelor's degree or equivalent job-related experience• 3 years of B2B commissioned sales or equivalent experience• Experience in Account Management, Sales, or renewal sales• Experience in the financial services or lending compliance industries• Data analysis skills and ability to derive insights• General knowledge of customer's business and product portfolio• Effective communication and interpersonal skills• Ability to work effectively with internal teams• Ability to manage multiple priorities and customer accounts• Passion and ability to learn new CS offerings quickly• Self-motivated and proactive mindset• General product and application knowledge
Key Skills Needed
• Data analysis• Account Management• Effective communication• Interpersonal skills• Teamwork• Organization• Cross-selling• Up-selling• Product knowledge