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At CaseGuard, Account Managers are key players in building long-lasting relationships with our clients based on both a profound understanding of their business and a personalized treatment of their account. The ideal candidate loves talking to people, proactively solving issues, and enjoys traveling to represent CaseGuard at conferences for industries such as law enforcement and government agencies. You will be crucial in driving our growth and increasing sales productivity.
Job Responsibility:
Write a Personalized Help Guide to Train Clients on their Use Case
Perform one-on-one Training of the Software to new and existing clients on how to use the software (step by step)
Conduct online webinars
Accountable for client retention and assists with service level tracking and reporting
Manage a select portfolio of clients, including contract renewals and price increases
Perform extensive research on how to retain and increase sales through client partnerships
Perform standing quarterly business reviews with each client
Drive retention, expansion, and advocacy, positioning yourself as a thought partner throughout your customers’ journey
Hold periodic calls with clients to review ongoing projects and customer health and discuss enhancements and new features relevant to them
Continuously analyze your customers’ health and solution usage to recommend relevant, value-adding enhancements and to Upsell to an advanced license type
Interact with internal teams to stay up-to-date with new system functionalities and their use cases
Liaise between customers and internal teams
Traveling and representing CaseGuard at conferences across various industries, including law enforcement and government agencies
Requirements:
1 – 3 years of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multitask, organize, and prioritize work
Excellent interpersonal and communication skills, as well as participating in writing blog posts and help materials
Excellent listening, negotiation, and presentation skills
Ability to build and maintain lasting relationships with key clients and build networks within the law enforcement community, healthcare, and the private sector
Analytical and able to see the bigger picture, matching specific solutions to each client’s business objectives
Independent, self-motivated, and driven to investigate possible solutions for challenges with no pre-established answer
Organized, with the ability to manage a wide range of customer activities
Knowledge on customer relationship management tools Salesforce and Notion
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