Account Manager
New York, NY, United States
Summary:
Ocrolus is seeking an experienced Account Manager to work directly with our clients. The candidate will be in charge of managing relationships and building long-term client partnerships. Tasks may involve: forecasting, strategic planning, sales support, product training, client service, project management, and marketing.
What you'll do:
Develop and maintain long-term client relationships with a strong focus on upselling, cross-selling and renewals
Identify opportunities to grow business with existing clients
Operate as the central point of contact for assigned customer base
Coordinate with teammates working on the same account to provide consistent service
Ensure clients receive requested products and services in a timely fashion
Communicate client needs, demands and goals to our internal teams
Collaborate with sales team to reach prospective clients
Service multiple clients concurrently while consistently meeting deadlines
Keep records of client transactions
Forecast and track client account metrics
Be a vital part in helping not only the team, but the company grow
50-75% of domestic overnight travel may be required for this role
What you'll bring:
Bachelor's Degree in business or related field
4+ years of account management / customer success SaaS experience working with enterprise-level clients
Proven track record of success with upselling, cross-selling and renewals
Client focused solutions experience
Ability to communicate client needs with internal teams
Talent for influencing client management
Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
Growth mindset
Bonus points:
Strong understanding of API based work
B2B FinTech experience
Worked for a hypergrowth-startup company
Previous utilization of Salesforce
Experience with failure and ability to course correct
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