Demo

Account Manager

Info Image
Brisbane, CA Full Time
POSTED ON 3/28/2025
AVAILABLE BEFORE 4/26/2025

Job Description

Job Description

Summary of Position :

The Account Manager manages the ongoing customer relationships and is responsible for contract renewals to existing clients, introduction of new products and services, and revenue growth.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  • Maintains and nurtures existing client relationships at the senior management level
  • Oversees negotiation of renewal contracts
  • Performs high level issue resolution
  • Supports and coordinates the interaction between all customer facing departments and existing accounts within the specified region.
  • Develops and implements strategic sales and new product placement plans to accommodate region’s goals.
  • Reviews market factors to determine client needs, price schedules, and discount rates.
  • Assists Client Services in challenging situations.
  • Understands the business climate including industry type, growth rate, and market factors in assigned territories.
  • Generates account plans for all key accounts
  • Prepares periodic sales reports showing sales volume, potential sales, and areas of client base expansion.
  • Presents demos to key clients and provides customer training on existing and new products and services
  • Controls expenditures of specified region to conform to budgetary requirements.
  • Develops new sales opportunities within the financial banking industry
  • Attends Trade Shows and Conferences

QUALIFICATIONS : (required)

  • Bachelor’s degree preferred
  • Minimum 8 plus years related experience or equivalent
  • Commitment to excellence and high standards
  • Strong organizational, problem-solving, and analytical skills
  • Acute attention to detail
  • Demonstrated ability to plan and organize projects
  • Ability to deal effectively with a variety of individuals at all organizational levels.
  • Good judgment with the ability to make timely and sound decisions
  • Ability to direct and recommend cost-effective creative solutions
  • Ability to perform diversified clerical functions and basic accounting procedures
  • Proficient on PowerPoint, salesforce, and excel
  • The ability to effectively present online or in person product demonstrations
  • Travel to clients or shows when applicable
  • Analyze statistical and financial data
  • Coordinate multiple tasks simultaneously
  • Collect, interpret, and / or analyze complex data and information
  • ADDITIONAL REQUIREMENTS :

  • Possess a valid State Issued Driver’s License and is insurable
  • Provide and maintain current valid proof of automobile insurance policy
  • Successfully complete a background verification process
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