Virtual Account Executive

Were looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact. The ideal candidate will have a passion for helping others and a drive for providing exceptional customer service. Applicants should also be proficient with audits, spreadsheets, and other productivity software. Apply today and help us build meaningful, long-lasting relationships that move our business forward.

Objectives of this role

• Serve as the main point of contact in all matters related to client concerns and needs
• Build and strengthen client relationships to achieve long-term partnerships
• Maintain accurate client records, keeping track of any contract updates and renewals
• Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met
• Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients

Responsibilities

• Handle inquiries and requests from customers and address their needs
• Stay on top of accounts, making sure they receive services that are within their budget and meet their needs
• Meet regularly with other team members to discuss progress and find new ways to improve business
• Generate progress reports for clients and senior leaders within the organization
• Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team regularly

Required skills and qualifications

• Internship or professional experience in a sales or customer service role
• Ability to multitask and juggle several responsibilities simultaneously
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail

Preferred skills and qualifications

• Proven track record of meeting or exceeding quotas and receiving positive customer feedback
• Proficiency with common customer success and customer relationship management software, such as Gainsight and Salesforce
• Professional certification (ex: from Strategic Account Management Association)