• Account Manager

    Vertafore (CA)


    JOB DESCRIPTION

    Core Requirements and Responsibilities:

    Essential job functions included but are not limited to the following:

    + Serve as the lead point of contact for all customer account management matters

    + Build and maintain strong, long-lasting client relationships

    + Help your clients evaluate new products and services through a consultative selling process

    + Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors

    + Ensure the timely and successful delivery of our solutions according to customer needs and objectives

    + Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders

    + Develop new business with existing clients and/or identify areas of improvement to meet sales quotas

    + Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)

    + Prepare reports on account status

    + Collaborate with Account Executives to identify and grow opportunities within territory

    + Act as Solution Consultant for new clients during the sales process

    + Assist with challenging client requests or issue escalations as needed

    + Stay abreast of Industry trends.

    + Collaborate with cross functional teams as required

    Qualifications:

    + Bilingual (French & English)

    + B2B experience, preferably at the enterprise level.

    + Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role

    + Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization

    + Solid experience with CRM software (e.g., Salesforce, CRM) and MS Office (particularly MS Excel)

    + Experience delivering client-focused solutions to customer needs

    + Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail

    + Excellent listening, negotiation, and presentation abilities

    + Strong verbal and written communication skills

    + Ability to travel regularly

    + Insurance industry knowledge is an asset.

    Additional Requirements and Details:

    • Travel required up to 50% of the time.

    • Ability to work remote with a stable internet connection on an as needed basis

    • Located and working from an office location (when required)

    • Occasional lifting and/or moving up to 10 pounds.

    • Frequent repetitive hand and arm movements required to operate a computer.

    • Specific vision abilities required by this job include close vision (working on a computer, etc.).

    • Frequent sitting and/or standing.