Account Manager

This is a fully remote position, open to applicants in California, +4 more locations.

📋 Description

• Oversee and expand an assigned portfolio of clients through ongoing customer interaction, service contract renewals, and new enrollment prospects.

• Establish trustworthy, long-lasting relationships with customers via regular proactive communication.

• Follow up on leads generated by marketing efforts and promote suitable products and services over the phone.

• Identify further sales prospects within current accounts, closing deals directly or collaborating with field sales when necessary.

• Act as the primary point of contact for customers, linking them to the relevant product, service, or support resources.

• Investigate customer and account details to resolve discrepancies, discover opportunities, and decide on next actions.

• Address customer escalations and work with internal teams to ensure timely resolutions.

• Collaborate with field sales, dealer partners, Customer Service, Technical Support, New Owner Support, Clinical Training, and Field Service.

• Keep precise account and sales records using CRM and ERP systems.

⛳️ Requirements

• Proven track record in sales, account management, customer retention, or another customer-facing role that involves regular outbound communication.

• Experience in establishing and nurturing customer relationships through phone interactions.

• Excellent written and verbal communication abilities.

• Demonstrated skills in problem-solving and the capability to independently investigate customer or account-related issues.

• Ability to efficiently manage multiple customer priorities and work collaboratively across teams.

• Comfortable learning and operating within CRM, ERP, and other business systems.

• Proficient in Microsoft Office applications.

• Preferred: Experience in inside sales or account management.

• Preferred: Background in selling products or services via phone.

• Preferred: Knowledge of service contracts, customer renewals, retention, or account-based selling.

• Preferred: Familiarity with SAP, Microsoft Dynamics, Salesforce, or similar CRM/ERP systems.

• Preferred: Experience in dental, medical device, dental imaging, or equipment sectors.

• Preferred: Bachelor's degree or equivalent relevant professional experience.

🏝️ Benefits

• Annual performance bonus may be included.

• Medical, dental, and vision benefits offered.

• 401(k) match available.

• Other applicable compensation plans may be included.