Account Manager
hace 2 semanas
**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.
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