*account manager*
location: remote (cst time zone)
work schedule: monday - friday, 8:00 am - 5:00 pm cst
position: full-time
*role overview*:
*key responsibilities*:
- conduct in-depth research on client activities via linkedin and official websites to uncover opportunities for engagement.
- work closely with internal teams to organize client-centric activities such as wellness checks and quarterly reviews.
- foster and maintain robust relationships with clients, acting as a key advocate and point of contact.
- address client queries with accurate information about services, aiding in their decision-making process.
- manage client data within hubspot crm, including but not limited to creating contacts, leads, and deals, ensuring data integrity.
- schedule timely follow-ups on leads and deals, maintaining comprehensive records.
- utilize document preparation software like pandadoc for drafting initial contracts.
- integrate tasks efficiently into the existing sales and client service workflows.
*qualifications and skills*:
- proficient in hubspot crm, with a focus on sales and lead management.
- fluent english speaker with superior verbal and written communication abilities.
- demonstrates a customer-first mentality, prioritizing excellent service delivery.
- detail-oriented, with a proven track record of managing multiple priorities effectively.
- skilled in office 365 and microsoft teams.
*additional requirements*:
- at least 3 years of experience in a customer support or account management role.
- familiarity with crm systems and practices.
- ability to work independently in a remote setting, with a reliable internet connection.
- a proactive approach to problem-solving and the ability to think critically.