Customer Account Manager

Customer Account Manager

Account managers play a critical role in building and maintaining strong relationships with our clients. Their primary goal is to ensure client satisfaction, drive business growth, and foster long-term partnerships. The specific responsibilities of an iDocket Account Manager may vary depending on the situation.

• Client Relationship Management:
  • Build and maintain strong, trust-based relationships with clients.
  • Understand client needs, goals, and expectations.
  • Serve as the main point of contact between the client and the company.

• Account Planning and Strategy:
  • Develop account plans and strategies to meet client objectives.
  • Identify growth opportunities within the account. Get sales involved.
  • Collaborate with the client to set clear, achievable goals.
  • Conduct needs assessments to understand the client's challenges and pain-points.
  • Identify opportunities to provide solutions that meet those needs.

• Communication and Presentation:
  • Effectively communicate the value proposition of products or services to the
  • Prepare and deliver presentations, proposals, and reports to clients.

• Problem Solving:
  • Address and resolve client issue and concerns promptly.
  • Act as a liaison between the client and internal teams to ensure client needs are met.

• Account Growth and Sales:
  • Identify cross-selling and upselling opportunities within the account.
  • Collaborate with the sales team to expand the account's portfolio.

• Contract Management:
  • Manage contracts, agreements, and service level agreements (SLAs).
  • Ensure compliance with contract terms and deliverables.

• Customer Feedback and Satisfaction:
  • Gather and analyze client feedback.
  • Take actions to improve client satisfaction and loyalty.

• Data Analysis:
  • Analyze account data and performance metrics to track progress and identify areas for improvement.
  • Use data to make informed decisions and recommendations.

• Reporting:
  • Provide regular reports and updates to both the client and internal teams.

• Team Collaboration:
  • Work closely with cross-functional teams such as marketing, customer support,
  • and product development to ensure client success.

• Market and Industry Knowledge:
  • Stay informed about industry trends, competitors, and market conditions that may impact the client's business.

• Customer Advocacy:
  • Encourage and facilitate client advocacy, such as testimonials, referrals, and case studies.

• Documentation:
  • Maintain accurate and up-to-date records of client interactions, agreements, and

• Retention and Renewals:
  • Develop strategies to retain clients and ensure contract renewals.
  • Successful Account Managers are proactive, excellent communicators, problem solvers, and customer-focused individuals.
  • They aim to not only meet but exceed client expectations while contributing to the overall growth and success of the organization.

Minimum Requirements:

• Bachelor’s degree-related field
  
• Ability to multi-task
• Clear communication both written and over the phone.
• Ability to excel in a cross-functioning team environment.
• Ability to travel throughout the state of Texas regularly. 
• Ability to be flexible with hours of operation during travel assignments.

Location: Remote work with travel required throughout the state of Texas. 

Job Type: full time

Pay: DOE