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Sales Role Focused on Account Management
The primary responsibility is to manage and grow existing client accounts while ensuring their satisfaction and meeting sales targets. Account management involves maintaining relationships, providing excellent service, and driving additional revenue from current clients. High churn rates can impact company revenue and growth, so ensuring client satisfaction, loyalty, and engagement is essential.
Responsibilities
Reporting to the Head of Customer Success, this role involves training and managing clients. The focus is on selling the full suite of services through phone calls, face-to-face meetings, emails, webinars, and training clients on software benefits.
You will monitor client usage, identify growth opportunities, and work effectively with other departments to resolve issues and optimize client success.
Key Responsibilities
Client Retention
* Maintain high customer satisfaction and resolve client issues.
* Manage client accounts to minimize churn.
* Work closely with clients to increase usage and satisfaction.
* Act as a trusted advisor to solve business issues.
* Develop strategic account plans and identify opportunities.
* Report client usage to management.
* Identify training needs and provide solutions.
* Manage relationships at all levels.
* Develop new contacts and strengthen existing relationships.
* Collaborate with internal teams to ensure satisfaction.
* Deliver product and solution presentations.
* Organize events and campaigns with marketing.
* Rebuild relationships when accounts are at risk.
* Leverage strong client relationships for referrals and testimonials.
Operations Delivery
* Create engagement through tailored training sessions.
* Review reports to identify at-risk clients and re-engage them.
* Re-engage dormant accounts and promote usage.
* Resolve technical queries related to products.
* Coordinate with Product and Development teams on issues.
* Report KPIs monthly to management.
* Manage training and engagement schedules.
* Update CRM with all client interactions.
* Deliver hands-on training for products and services.
We seek an enthusiastic, driven, multi-tasker who thrives in a fast-paced environment. The ideal candidate is target-driven, an overachiever, a team player, passionate about making a difference, self-motivated, proactive, detail-oriented, and process-driven. Experience with Microsoft Office and CRM tools is preferred. Knowledge of the legal and conveyancing process is a plus.
We offer an exciting SaaS career in a rapidly growing, dynamic company that values and supports its people and clients.
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