key responsibilities and duties
i. client relationship management
primary liaison: serve as the lead point of contact for all customer account management matters, developing a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors.
proactive communication: regularly communicate with clients to understand their needs, strategic objectives, and challenges, ensuring a deep understanding of their business.
issue resolution: promptly and effectively resolve client issues, concerns, and escalations by coordinating with appropriate internal teams (support, product, finance).
client records: maintain accurate and detailed records of client interactions, account activity, and sales pipeline/forecasts using the crm system (., salesforce).
ii. account growth and strategy
strategic planning: develop and implement strategic account plans that clearly outline goals, strategies, and tactics for achieving sales quotas and expanding the business within the assigned portfolio.
revenue growth (upsell/cross-sell): proactively identify and pursue opportunities for upselling and cross-selling additional products, services, and features that provide mutual value to the client.
contract management: oversee the successful renewal of client contracts and agreements, often involving negotiation to maximize profits while ensuring client satisfaction.
performance monitoring: forecast and track key account metrics (., quarterly sales results, annual forecasts, client health scores) and prepare reports on account status for internal and external stakeholders.
iii. internal collaboration and delivery
solution delivery: ensure the timely and successful delivery of our solutions according to client needs and objectives, coordinating resources from cross-functional teams (product, engineering, marketing).
onboarding/integration: collaborate with the sales and onboarding teams to successfully transition new clients and ensure smooth integration and adoption of services.
market insight: gather customer feedback and insights and relay this information to the product and marketing teams to inform future product development and marketing strategies.