Account Manager
Posted 2026-05-06
Remote, USA
Full-time
Immediate Start
Summary of Position:
The Account Manager manages the ongoing customer relationships and is responsible for contract renewals to existing clients, introduction of new products and services, and revenue growth.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Maintains and nurtures existing client relationships at the senior management level
- Oversees negotiation of renewal contracts
- Performs high level issue resolution
- Supports and coordinates the interaction between all customer facing departments and existing accounts within the specified region.
- Develops and implements strategic sales and new product placement plans to accommodate region’s goals.
- Reviews market factors to determine client needs, price schedules, and discount rates.
- Assists Client Services in challenging situations.
- Understands the business climate including industry type, growth rate, and market factors in assigned territories.
- Generates account plans for all key accounts
- Prepares periodic sales reports showing sales volume, potential sales, and areas of client base expansion.
- Presents demos to key clients and provides customer training on existing and new products and services
- Controls expenditures of specified region to conform to budgetary requirements.
- Develops new sales opportunities within the financial banking industry
- Attends Trade Shows and Conferences
QUALIFICATIONS: (required)
- Bachelor’s degree preferred
- Minimum 8 plus years related experience or equivalent
- Commitment to excellence and high standards
- Strong organizational, problem-solving, and analytical skills
- Acute attention to detail
- Demonstrated ability to plan and organize projects
- Ability to deal effectively with a variety of individuals at all organizational levels.
- Good judgment with the ability to make timely and sound decisions
- Ability to direct and recommend cost-effective creative solutions
- Ability to perform diversified clerical functions and basic accounting procedures
- Proficient on PowerPoint, salesforce, and excel
- The ability to effectively present online or in person product demonstrations
- Travel to clients or shows when applicable
- Analyze statistical and financial data
- Coordinate multiple tasks simultaneously
- Collect, interpret, and/or analyze complex data and information
ADDITIONAL REQUIREMENTS:
- Possess a valid State Issued Driver’s License and is insurable
- Provide and maintain current valid proof of automobile insurance policy
- Successfully complete a background verification process
Summary of Position:
The Account Manager manages the ongoing customer relationships and is responsible for contract renewals to existing clients, introduction of new products and services, and revenue growth.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Maintains and nurtures existing client relationships at the senior management level
- Oversees negotiation of renewal contracts
- Performs high level issue resolution
- Supports and coordinates the interaction between all customer facing departments and existing accounts within the specified region.
- Develops and implements strategic sales and new product placement plans to accommodate region’s goals.
- Reviews market factors to determine client needs, price schedules, and discount rates.
- Assists Client Services in challenging situations.
- Understands the business climate including industry type, growth rate, and market factors in assigned territories.
- Generates account plans for all key accounts
- Prepares periodic sales reports showing sales volume, potential sales, and areas of client base expansion.
- Presents demos to key clients and provides customer training on existing and new products and services
- Controls expenditures of specified region to conform to budgetary requirements.
- Develops new sales opportunities within the financial banking industry
- Attends Trade Shows and Conferences
QUALIFICATIONS: (required)
- Bachelor’s degree preferred
- Minimum 8 plus years related experience or equivalent
- Commitment to excellence and high standards
- Strong organizational, problem-solving, and analytical skills
- Acute attention to detail
- Demonstrated ability to plan and organize projects
- Ability to deal effectively with a variety of individuals at all organizational levels.
- Good judgment with the ability to make timely and sound decisions
- Ability to direct and recommend cost-effective creative solutions
- Ability to perform diversified clerical functions and basic accounting procedures
- Proficient on PowerPoint, salesforce, and excel
- The ability to effectively present online or in person product demonstrations
- Travel to clients or shows when applicable
- Analyze statistical and financial data
- Coordinate multiple tasks simultaneously
- Collect, interpret, and/or analyze complex data and information
ADDITIONAL REQUIREMENTS:
- Possess a valid State Issued Driver’s License and is insurable
- Provide and maintain current valid proof of automobile insurance policy
- Successfully complete a background verification process