Retirement Plan B Account Assistant – Level 1

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary point of contact for all matters related to Client and Investor account management.

• Establish and nurture robust, enduring relationships with Clients and Investors.

• Negotiate contracts and finalize agreements to optimize profitability.

• Foster trusted advisor relationships with essential accounts, customer stakeholders, and executive partners.

• Guarantee the timely and effective delivery of our solutions in alignment with Client and Investor needs and objectives.

• Provide clear communication regarding the progress of monthly and quarterly initiatives to management, directors, and stakeholders.

• Generate new business with current Clients and Investors and identify areas for improvement to achieve sales targets.

• Anticipate and monitor key account metrics, including quarterly sales results and annual forecasts.

• Compile reports on account status.

• Collaborate with the product development and management teams to identify and expand opportunities within the territory.

• Support with complex Client and Investor requests or issue escalations as necessary.

⛳️ Requirements

• Demonstrated work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager, or in another relevant role.

• Proven ability to communicate, present, and influence key stakeholders at all organizational levels, including executive and C-level.

• Substantial experience with CRM software (e.g., Zoho CRM, Salesforce, etc.).

• Must possess strong technical skills.

• Experience in delivering Client/Investor-focused solutions tailored to their needs.

• Proven capability to manage multiple account management projects simultaneously while maintaining a keen attention to detail.

• Exceptional listening, negotiation, and presentation skills.

• Strong verbal and written communication abilities in English.

🏝️ Benefits

• Access to a reliable and robust Wi-Fi network within your home workspace, with sufficient speed to enable efficient work.

• Ideally possess an Apple device (preferred for security reasons), such as a MacBook Pro or Mac Desktop.

• Access to a private room or space where you can work without the presence of family, friends, relatives, or any other visitors.

• Own a smartphone to facilitate downloads and use of various system and communication applications, including but not limited to Telegram, Slack, Signal, Zoom, etc.