Overall Purpose:



The Account Manager is responsible for the full sales lifecycle as it pertains to the current customer base of the company. This position must farm active customers to up-sell products and services by developing a thorough understanding of their business and technology needs.



Basic Duties and Responsibilities:

• Ensure high levels of customer service and customer retention through customer services surveys and frequent interactions.

• Work with active customers to develop a deep understanding of their needs and translate those needs into product requirements that satisfy their demands

• Cross-selling and up-selling services and solutions to existing accounts

• Qualify new sales opportunities for current customers

• Receive requests for service and products details from customers and provide timely responses

• Conduct onsite or that showcase the services and products of the company to active customers

• Work with management to develop proposals, quotes and respond to RFP/RFI documents

• Effectively communicate features and benefits of solutions and manage prospect expectations throughout the lifecycle of the account

• Manage the complexity of Managed IT services proposals, contracts, lease agreements, and service level agreements

• Maintain in-depth product knowledge of the service offerings of the company

• Perform sales procedures through activities and opportunities in ConnectWise (CRM) and remain compliant with defined policies and procedures

• Achieve and maintain a positive rapport with prospects and work to give them the best possible service



Additional Duties and Responsibilities

• Attend weekly sales meetings and ensure sales opportunities are compliant with company policy

• Develop in-depth knowledge of the service catalog and how it relates to customer’s needs

• Document internal processes and procedures related to duties and responsibilities

• Responsible for entering time and expenses in ConnectWise (CRM) as it occurs

• Understand processes in ConnectWise (CRM) by completing assigned training materials and blueprints on the ConnectWise (CRM) University

• Enter all work as activities or service tickets into ConnectWise(CRM)

Job Details

Preferred Candidate

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