Account Manager - Member Services (Remote)

Info-Tech Research Group
CA
Remote
Full-time

As an Account Manager, you will manage a book of business by providing a range of operational, administrative and call based client support and relationship management with the goal of renewing client memberships and growing accounts through effective cross selling.

Major Responsibilitie s

  • Create and execute sales and service activity plans. Manage member life-cycle tasks, including scheduling and eventually leading calls.
  • Own all account management conversations with secondary account stakeholders.
  • Ensure members leverage their membership by delivering high quality service to help drive renewal and future sales.
  • Manage and respond to inbound requests from members.
  • Assist in the preparation of member interactions by collecting and consolidating background information on individuals and organizations as well as their relationship with Info-Tech.
  • Complete scheduled and ad hoc data queries of our CRM
  • Ensure the CRM contains accurate account details and contact information.
  • Actively seek to increase product knowledge.

Education and Experience

  • University degree.
  • 3+ years of Account Management experience, with a proven track record of success.
  • Experience working in the IT Research and Advisory market.
  • Experience working as part of a team an asset.

Skills

Critical Thinking : Ability to assimilate complex information and communicate this in a simple way. Internal and external communication.

Understand value proposition and communicate to member in a clear, concise manner. Understand client needs / requests and be able to say it back to them / find analyst to support them.

  • Planning & Organization : Set daily schedules, plan territory, setting plans for account growth ext.
  • Time management : Managing the member lifecycle; scheduling calls; able to prioritize tasks appropriately
  • Goal setting : Sets own goals around conversations that demonstrates a commitment to professional development; takes ownership of own performance;

manage goal attainment; able to set reasonable goals; monitor progress and communicate / ask for help when off pace for goal attainment

Active listening : Able to identify client needs; asks great questions & listens

ITRG is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors.

To that end, upon request, ITRG will ensure, to the extent possible, that accommodation be made available to applicants throughout the recruitment and hiring process

4 days ago
Related jobs
Promoted
VirtualVocations
Mission Viejo, California
Remote

A company is looking for a Remote Account Manager to collaborate with sales and marketing teams in the Cell Analysis division. ...

50190 Hub International Insurance Services Inc.
Visalia, California

Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required. We are seeking an experienced Account Manager to support our middle-market, commercial accounts. Coordinating the value-added services being provided by our Risk Services and Claims Manageme...

Jobot
San Diego, California
Remote

The Personal Lines Account Manager is responsible for managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables. Contribute to business development by identifying opportunities to...

USI Insurance Services
Rancho Cordova, California

Provide insurance technical expertise to clients and other members of the Account Management team. Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Assist Sales Executives and Account Executives. With assistance from Account Representatives, pr...

Amazon
San Jose, California

Strategic Account Manager, you’ll work directly with sellers to provide guidance, support, and insights to drive growth across their Amazon businesses. Lead business strategy development and design long term account plans, collaborating effectively with cross-functional teams and your Sellers to fin...

Maania Consultancy Services
San Jose, California

Our client is looking for a Key Accounts/Sales Manager in San Jose, California. The Key Accounts Manager will manage and develop existing relationships with major pharmacy chains, working to expand the product portfolio and grow revenue, while seeking new opportunities in line with the brand strateg...

Nicole Vuong - State Farm Agent
La Verne, California

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive. Interest in marketing products and services based on customer needs. ...

Eide Bailly
Tustin, California
Remote

A typical day as a Transaction Advisory Manager might include:. Conduct company-specific due diligence, quality of earnings, or other transaction advisory related services as our clients are looking at growing through acquisitions or preparing for sale. Manage projects and oversee team members worki...

Work At Home Vintage Experts
San Bernardino, California
Remote

Commercial Lines for Account Manager positions. Manage Commercial Lines client accounts with the focus on building and/or strengthening relationships by providing exceptional customer service. ...

Work At Home Vintage Experts
Huntington Beach, California
Remote

Personal Lines for Account Manager positions. Manage Personal Lines client accounts with the focus on building and/or strengthening relationships by providing exceptional customer service. ...