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EA-Account Manager
Company | Bonterra |
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Location | United States |
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Salary | $64800 – $80000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Mid Level, Senior |
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Requirements
- 3-5 years of experience in leveraging CRM software for Democratic campaigns, parties, PACs, and/or progressive organizations
- Advanced user knowledge of/experience with NGP8, EveryAction, VAN or VoteBuilder
- Ability to establish relationships at every level of a client organization and effectively communicate with all client stakeholders, including executives
- Impeccable communication skills, both written and verbal
- Strong project management skills
- Highly self-motivated and technically curious
- Ability to work well within cross-functional teams
- Detail-oriented and great at following up
- Motivated by helping mission-driven organizations raise more money and increase their impact in the world
Responsibilities
- Conduct intake/discovery sessions with customers to determine their needs
- Perform discovery-led recommendation planning
- Run Advance kickoff calls at the start of an engagement
- Project manage and coordinate resources to execute clients’ Advance services engagements via email, chat and conference calls
- Meet regularly with customers via conference calls
- Guide customers in their use of NGP VAN tools and features, assisting them in achieving their business objectives and ensuring they get the most out of the system based on the package they purchased
- Coordinate cross-departmental solutions for complex technical issues
- Review and demo product feature releases for clients and direct product adoption
- Track the NGP VAN product development roadmap, review with customers and advocate for customer-originated product enhancements
- Review open product support items, manage product support escalations and ensure customers have a positive experience with the NGP VAN Advance and Support teams
- Track time spent on individual account projects within selected software and achieving billable utilization goals
- Continuously improve knowledge of the software and customer best practices
- Work closely with other NGP VAN teams (Customer Success, Sales, etc.) to monitor customer satisfaction, identify risk, upsell opportunities and process improvements to better serve the customer
- Lead or assist in special projects in collaboration with other members of the Advance team or other departments depending on business need
- May be asked on occasion to perform internal trainings
- Create or assist with the maintenance of internal or customer-facing documentation
Preferred Qualifications
No preferred qualifications provided.