Account Manager - Remote

Overview

We are seeking an enthusiastic and customer-focused Account Manager to join the Record360 team. This role involves supporting senior team members in managing client relationships, ensuring customer satisfaction, and driving the adoption of Record360’s software solutions. It's an exciting opportunity to grow within the company, gain hands-on experience, and develop valuable skills in customer success, sales, and software.

In Short

• Identify opportunities to upsell additional features or services and execute upselling strategies.
• Contribute to client retention by ensuring a high level of satisfaction and value realization.
• Manage client portfolios, ensuring timely follow-ups and excellent customer service.
• Respond to client inquiries, troubleshoot issues, and escalate complex problems to the appropriate teams.
• Build strong relationships with clients by understanding their needs and goals.
• Collaborate with the Manager of Account Management and other departments to resolve client issues.
• Maintain accurate records of client interactions and account details in CRM tools.
• Prepare reports on account activities and client feedback for review.
• Participate in training sessions and shadow Manager of Account Management.
• Stay updated on industry trends and best practices to provide value-added insights.

Requirements

• 1-2 years of experience in customer service, account management, or sales, preferably in SaaS or technology solutions.
• Knowledge of the rental or leasing industry is a plus.
• Strong interpersonal and communication skills, both verbal and written.
• Problem-solving mindset with a client-first attitude.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Proficiency in CRM tools and Microsoft Office Suite.
• Willingness to learn and adapt quickly.
• Self-motivated and eager to take on new challenges.
• Ability to travel occasionally for training or client events, if needed.

Benefits

• Base Salary + Commission + Benefits (Medical/Dental/Vision).
• 100% 401(k) Matching (Up to 4%).
• Unlimited PTO.
• 100% Remote with some travel required for company events.