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Account & Relationship Manager

May 21, 2025May 21, 2025

Account & Relationship Manager

CompanyWolters Kluwer
LocationHouston, TX, USA, Coppell, TX, USA, Austin, TX, USA, Clayton, MO, USA, Dallas, TX, USA, Philadelphia, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Ability to articulate ideas and information clearly both verbally and in writing.
  • Basic understanding of customer service principles and practices.
  • Basic familiarity with the organization’s products or services.
  • Proficiency in entering and maintaining data accurately.
  • Basic ability to identify and resolve straightforward issues.
  • Ability to maintain organized records and manage time efficiently.
  • Ability to build relationships with clients through positive interactions.
  • Familiarity with basic sales software and CRM systems.

Responsibilities

  • Assist in identifying potential clients and new business opportunities.
  • Conduct initial outreach and establish first contact with potential customers.
  • Support sales presentations and product demonstrations.
  • Maintain accurate records of customer interactions and sales activities.
  • Respond to basic customer inquiries and escalate complex issues to senior team members.
  • Assist in preparing sales reports and tracking performance metrics.
  • Learn and understand the products/services offered by the organization.
  • Help coordinate meetings and gather customer feedback.
  • Participate in team strategy sessions.
  • Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues.

Preferred Qualifications

    No preferred qualifications provided.


TaggedCustomer SuccessEntry Level/New GradFinance & Operations & StrategyJuniorSales & Account ManagementWolters Kluwer

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