Account & Relationship Manager

Permanent remote role. Candidate can be located anywhere in the U.S, preferred candidate will be located in CST or EST. As an Account & Relationship Manager, you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of clients. You will support more senior team members in identifying and developing new sales opportunities, while learning the essentials of account management. Your contributions help enhance customer satisfaction and drive revenue for the organization. #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. #Experience & Skills: 3+ years’ experience in account management, customer success or related role, preferred experience within the insurance and/or financial services industry Communication: Ability to articulate ideas and information clearly both verbally