Minimum of 5 years of B2B account management experience, preferably in IT industry., Strong technical knowledge to communicate effectively with business executives about IT roadmaps., Excellent presentation, negotiation, and communication skills., Proficiency in Microsoft Office and related tools, with good project management abilities..
Key responsibilities:
Manage and maintain client relationships, including onboarding and renewals.
Prepare and deliver reports, proposals, and technology roadmaps to clients.
Coordinate internal teams to align on client recommendations and project scope.
Serve as the primary contact for customer service issues and client communication.
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ScalableOS is a premium offshore staffing partner offering custom solutions for MSPs. We provide dedicated staff based in the Philippines, 100% under your control. Your team with us operates as an extension of yours! We’re experts in helping MSPs grow quickly and profitably.
SUMMARY The Account Manager is responsible for managing client relationships. This role prepares and delivers periodic reports for clients and gathers internal perspectives to provide appropriate recommendations on clients’ technical infrastructure that aligns with their size, needs, and strategic goals. This position is responsible for ensuring that our suite of products and services meets our clients’ needs. This person can work independently and progress professionally and financially as they contribute to the continued growth of the organization. JOB RESPONSIBILITIES
Present to clients, opening win-win opportunities and effectively communicating our expertise and vision for the future.
Demonstrate general business acumen.
Renew existing accounts and convert new ones.
Maintain calendar/schedule awareness to set expectations.
Review engineer findings and facilitate internal alignment on recommendations and remediation requirements.
Prepare project scope, quote, and present them effectively to clients.
Assist with product procurement, product fulfillment, licensing, warranty renewals, and other related activities.
Customer Relationship / Account Management
Serve as the primary point of contact for customer service issues.
Use data gathering tools to analyze and manage client accounts while demonstrating value.
Present difficult news to clients in a delicate manner while always being sensitive to their perception and expectations.
Demonstrate a degree of knowledge about the technical aspects of the products/services and how they are used by our clients.
Show continuous learning as it relates to industry changes and educate clients with a focus on their success.
Prepare client technology roadmaps in collaboration with staff.
Maintain contact with clients in an ongoing manner through phone calls, emails, presentations, and formal Strategic Business Reviews (SBR).
Provide sales forecast information via internal tools.
Client Onboarding
Lead projects in onboarding new clients.
Coordinate schedules, expectations, etc.
Conduct orientation for new clients.
Explain roles and relevant operations to clients.
Collaboration & Communication
Share knowledge with team members and encourage others to do the same.
Effectively communicate within the team, the company, and with clients.
Work effectively in a team environment.
Appropriately escalate issues to team members, management, or technical support.
Promote knowledge sharing and efficiency through accurate and complete case notes, project notes, etc.
Measurements and Indicators
Maintain call cadence.
Submit timely sales reports.
Maintain an accurate pipeline for projects and other sales.
Ensure the accuracy of proposals with clearly stated goals for completion.
Promote teamwork through proper handoffs and effective communication.
Develop well-thought-out and up-to-date roadmaps.
Maintain customer satisfaction.
Ensure paperwork is complete and on time.
QUALIFICATIONS
Excellent oral and written presentation skills.
Good project management and related communication skills.
Highly motivated, self-disciplined, and focused on getting results using professional selling skills.
Good listening ability that aids in understanding client needs and provides sound product/service solution recommendations.
Self-organized and maintains relevant details and roadmaps of client accounts.
Computer literacy with Microsoft Office, including Word, Excel, PowerPoint, Outlook, Teams, and other related applications/tools.