Now Hiring - Christo IT Services - Professional Services Client Account Manager in Harleysville, PA

Full description of the position

The Client Account Manager (CAM) is the liaison between Christo IT its clients. They are the primary point of contact handling day-to-day client interactions, as well as managing the projects needed to foster client success. The CAM position is a key contributor in the success of ensuring client satisfaction and retention. This is accomplished through account planning, relationship management, communication, and coordination within Christo IT.

Essential Duties and Responsibilities:

This list is a guide and is not meant to be all-inclusive. It may be expanded to include other duties and responsibilities, as management may deem necessary.

• Managing client expectations
• Oversee and act as the primary point of contact for all client account management items
• Work with the Owner, Service Manager, and Operations Manager to ensure clients receive appropriate level of services
• Maintain and track our CSAT scores and call clients to discuss any potential issues - Follow up with team to address any abnormalities or client requests
• Regularly update ConnectWise with client and prospect contact information, notes, emails, and other relationship activity, and add contacts to newsletter recipient group.

Clients

• Quarterly meetings with all our clients to discuss inventory, IT roadmap, and IT related budgets and strategy (May be more often for larger clients)
• Coordinate cross department data collection and deliver information to the client
• Onsite drop-in meetings to check in with client (Donut Visits 2x / year)
• Translate client discussions, communications and QBR’s into effective summaries and reports
• Create client proposals and renewal contracts (projects, services, SOW, etc.)
• Client retention (Prevention of revenue loss)
• Assist clients with meeting revenue goals
• Strong understanding of client’s core business and goals for growth
• Schedule “check in calls” with clients to make sure we are meeting/exceeding expectations

Marketing/Sales

• Identify opportunities to increase sales of existing products and services
• Provide pre-sales technical assistance/product education to the sales team, clients, and prospects
• Collaborate with other departments/teams by acting as a conduit to/from the sales team.
• Coordinate, assist in planning, promoting, and running events; perform evaluations and follow-up on prospects generated.
• Create agreements for offered products and services
• Analyze and monitor competitive activities to assess any threats to clients

Projects

• Assist with overseeing the on boarding of clients to our managed services and assist in the implementation and training of those services to end users
• Drive projects and ensure we are hitting our timeline goals
• Update clients throughout the project lifecycle

Education, Knowledge & Experience

• College diploma or university degree and/or three years equivalent work experience.
• Previous CAM or sales experience preferred
• Knowledge of general marketing advertising theories.
• Knowledge of sales and prospecting activities and strategies.
• General knowledge of personal PCs, networking, servers, software applications, VOIP

Company Expectations

• Solid relationship management and performance management skills.
• Strong understanding of Christo IT’s goals and objectives.
• Professional and polished appearance.
• Ability to work on multiple priorities and/or projects simultaneously
• Strong negotiation and presentation skills
• Ability to assess key client/business challenges that can be addressed through analysis, data and visualization
• Ability to interface well at all levels of the organization
• Highly self-motivated and directed with keen attention to detail.
• Ability to complete job assignments efficiently and independently.
• Ability to conduct research into a wide range of computing issues as required.
• Ability to absorb and retain information quickly.
• Ability to present ideas in user-friendly language to non-technical staff and end users.
• Exceptional interpersonal skills, with a focus on rapport-building, listening, and questioning skills.
• Exceptional written and oral communication skills.
• Reliability and promptness.
• Experience working in a team-oriented, collaborative environment.
• Ability to create and establish policies and standards regarding client relations
• Ability to work in a team and communicate effectively

Performance Based Bonus

• Monthly Performance Bonus will be based on the Key Performance Indicators for the role such as meetings held, Customer Satisfaction Scores, etc.

Commission Based Bonus

• Commission Based Bonus will be based on sales performance of product hardware and projects sold

Ready to Apply?

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Get a head start on the application process through our online portal here: [please apply online] Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Cell phone reimbursement
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Mileage reimbursement
• Paid time off
• Paid training
• Parental leave
• Travel reimbursement

Experience level:

• 2 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay
• Performance bonus
• Yearly bonus

Travel requirement:

• Up to 25% travel

Ability to commute/relocate:

• Harleysville, PA 19438: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Sales: 2 years (Required)

Language:

• English (Required)

Work Location: In person