We are looking for a highly organized, diligent, and adaptable Account Manager to join our Retail Customer Success Team. The purpose of the Account Manager role is to successfully manage upsell and renewals for their allocated accounts. An Account Manager’s duties are split across several key roles: relationship management, upsell and contract management, including contract renewals. Key tasks include building quotations, negotiations and closing opportunities. The role will also include the handling of all customer-related queries via email, phone, and online conferences. An Account Manager will also maintain accurate CRM records.
Processing customer renewals in the internal CRM and billing systems from quote to invoice and payment collection.
Processing customer upgrades and upsell sales in the internal CRM and billing systems from quote to invoice.
Identifying high risk customers and working on plans to retain these customers.
Working to achieve and exceed monthly and quarterly team targets.
Maintaining good customer relations.
Work with Technical Account Managers to arrange Account reviews.
Answering customers phone queries.
Producing timely reports.
Maintaining customer CRM records.
Managing the customer communications and making sure all emails are responded in a timely manner.
Call on assigned client accounts for renewals and pricing negotiations.
Interact and build relationships with clients.
Qualify your account base to identify opportunities to maximize uplift.
Manage renewals pipeline with Salesforce CRM to ensure activity levels position you for success.
Complete sales training classes on a regular basis. We are learners and we can always improve to be even more effective.
Skills, know-how and experience:
Prior experience in Customer Success OR equivalent history of increasing customer satisfaction, adoption, and retention.
Excellent communication skills, both verbal and written and highly organized.
Experience negotiating software contracts.
Experience managing customer accounts in ‘software as a service’ (SaaS).
Experience with Salesforce CRM software.
Understanding of the challenges a multi-channel retail business faces and how technology can solve.
Ability to drive continuous value of a cloud and/or ERP solution.
Familiarity working with clients of all sizes.
Plenty of perks:
Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
Comprehensive health, dental and vision coverage
401(k) retirement match (100% matching up to 4%)
32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
5 days paid yearly to volunteer (through Sage Foundation)
$5,250 tuition reimbursement per calendar year starting 6 months after hire date
Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
Library of on-demand career development options and ongoing training offerings
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We are looking for a highly organized, diligent, and adaptable Account Manager to join our Retail Customer Success Team. The purpose of the Account Manager role is to successfully manage upsell and renewals for their allocated accounts. An Account Manager’s duties are split across several key roles: relationship management, upsell and contract management, including contract renewals. Key tasks include building quotations, negotiations and closing opportunities. The role will also include the handling of all customer-related queries via email, phone, and online conferences. An Account Manager will also maintain accurate CRM records.
Processing customer renewals in the internal CRM and billing systems from quote to invoice and payment collection.
Processing customer upgrades and upsell sales in the internal CRM and billing systems from quote to invoice.
Identifying high risk customers and working on plans to retain these customers.
Working to achieve and exceed monthly and quarterly team targets.
Maintaining good customer relations.
Work with Technical Account Managers to arrange Account reviews.
Answering customers phone queries.
Producing timely reports.
Maintaining customer CRM records.
Managing the customer communications and making sure all emails are responded in a timely manner.
Call on assigned client accounts for renewals and pricing negotiations.
Interact and build relationships with clients.
Qualify your account base to identify opportunities to maximize uplift.
Manage renewals pipeline with Salesforce CRM to ensure activity levels position you for success.
Complete sales training classes on a regular basis. We are learners and we can always improve to be even more effective.
Skills, know-how and experience:
Prior experience in Customer Success OR equivalent history of increasing customer satisfaction, adoption, and retention.
Excellent communication skills, both verbal and written and highly organized.
Experience negotiating software contracts.
Experience managing customer accounts in ‘software as a service’ (SaaS).
Experience with Salesforce CRM software.
Understanding of the challenges a multi-channel retail business faces and how technology can solve.
Ability to drive continuous value of a cloud and/or ERP solution.
Familiarity working with clients of all sizes.
Plenty of perks:
Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
Comprehensive health, dental and vision coverage
401(k) retirement match (100% matching up to 4%)
32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
5 days paid yearly to volunteer (through Sage Foundation)
$5,250 tuition reimbursement per calendar year starting 6 months after hire date
Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
Library of on-demand career development options and ongoing training offerings