CaseGuard
SaaS
AccountManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Account Manager at CaseGuard. Skills: Client relationships, Revenue generation, Deal closure, Sales productivity. Write personalized help guide. Train clients on software”
What You'll Achieve.
Drive growth; Increase sales productivity; Client retention; Increase sales
Industry & Context.
Proactively solving issues; Investigate possible solutions
Traveling to conferences
What They're Looking For.
Must Have
1-3 years relevant experience, Excellent phone etiquette, Excellent verbal skills, Excellent written skills, Excellent interpersonal skills, Ability to multitask, Ability to organize, Ability to prioritize work, Excellent listening skills, Excellent negotiation skills, Excellent presentation skills, Ability to build relationships, Ability to build networks, Analytical skills, Independent, Self-motivated, Driven to investigate solutions, Organized, Ability to manage activities
Nice to Have
Knowledge of Salesforce, Knowledge of Notion
What You'll Do.
Write personalized help guide
Train clients on software
Conduct online webinars
Accountable for client retention
Assist with service level tracking
Assist with reporting
Manage client portfolio
Perform research on retention
Perform research on sales increase
Perform quarterly business reviews
Hold periodic calls with clients
Review ongoing projects
Review customer health
Analyze customer health
Analyze solution usage
Recommend enhancements
Upsell to advanced license
Interact with internal teams
Liaise between customers and teams
Travel to conferences
Represent CaseGuard at conferences
How You'll Work.
Team & Collaboration
Interact with internal teams; Liaise between customers and teams
Communication Scope
Written communication; Verbal communication; Interpersonal skills; Listening skills; Presentation skills; Blog posts; Help materials
Full Job Description
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. Responsibilities 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
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