Strategic Account Manager

This is a fully remote position, open to applicants in Alabama, +28 more states.

📋 Description

• Act as a reliable account manager and the main point of contact for both existing and prospective clients.

• Enter and uphold opportunity, activity, and performance metrics for effective pipeline management and strategic account development.

• Monitor and evaluate KPIs, call statistics, and partner engagement data.

• Record outreach, opportunities, and engagement initiatives meticulously.

• Keep comprehensive records of daily actions and strategic interactions.

• Generate new business by maintaining a pool of active agents and potential winbacks.

• Develop and execute account strategies that encompass both short-term and long-term objectives.

• Collaborate with various departments and teams to achieve set goals.

• Evaluate, clarify, and confirm customer needs, wants, requirements, and objectives.

• Provide weekly updates on tasks, achievements, and obstacles to the direct supervisor and/or Director.

• Recognize and assist in cultivating potential growth opportunities for the program.

• Professionally represent the platform at trade shows and conferences.

⛳️ Requirements

• Self-motivated with a proactive approach to task completion.

• Demonstrated ability to manage high-revenue accounts and generate referrals from these accounts.

• Proven track record of consistently meeting KPIs.

• Capable of maintaining an organized workspace.

• Experience in outbound/inbound sales and customer service.

• Outstanding communication, interpersonal, and organizational skills, with a keen attention to detail.

• Willingness to attend trade shows and conferences as necessary.

• 3+ years of experience in Customer Success/Sales within internal business platforms.

• Knowledge and experience in the insurance lead industry is an advantage.

• An Associate's or Bachelor's degree is preferred.

🏝️ Benefits

• Commission based on performance.

• Fully remote working environment.

• Occasional travel to trade shows and conferences each year.

• Comprehensive account ownership and the freedom to develop account strategies.

• Opportunity to independently represent the platform at industry events.