A Zoho Software Account Manager is responsible for driving customer retention, satisfaction, and revenue growth by managing the full client lifecycle for SMB or strategic accounts. They act as the primary contact, fostering long-term relationships through proactive engagement, conducting quarterly business reviews, and uncovering upselling/cross-selling opportunities within the Zoho ecosystem.
Key responsibilities include:
Relationship Management: Proactively engaging with clients via calls, emails, and virtual meetings to act as a trusted advisor and ensure client satisfaction.
Revenue Growth & Sales: Owning the sales cycle to meet renewal and upgrade targets, including identifying upsell/cross-sell opportunities.
Onboarding & Support: Assisting with the onboarding process, setting up organization accounts, and providing support for Zoho CRM Plus and other apps.
Strategic Planning: Creating and executing account plans, monitoring KPIs, and delivering quarterly reports on sales, marketing, and support.
Technical Implementation (specific roles): Leading client kickoffs, diagnosing pain points, and mapping workflows within Zoho CRM, Zoho Projects, and other applications.
Collaboration: Working with internal teams (marketing, legal, product) and external partners to resolve issues and deliver value.