Basic Function

The Account & Relationship Manager is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services. 

Essential Duties & Responsibilites

Researches and gathers information on current customers and their needs.

Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.

Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines.

Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings.

Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities.

Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue.

Directly sells products within the existing customer base.

Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention.

Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist.

For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts.

Maintains a clean and accurate pipeline in CRM

Other Duties

Performs other duties as assigned by sales leadership

Performance Metrics

Individual quota attainment ($/%); achievement of renewal target and up-sell targets

Customer adoption target attainment: improvements in customer adoption of current portfolios (month over month or quarter over quarter)

Number of leads identified and communicated to Account Executive

Customer satisfaction scores and retention rates

Completion of assigned product trainings and other required learnings for professional development

Job Qualifications

Education: 

Bachelor’s degree or equivalent job-related experience

Experience: 

5 years of B2B commissioned sales or equivalent.

Experience in Account Management, Sales, Technology Training, or renewal sales.

Experience in the financial services, or lending compliance industries. 

Other Knowledge, Skills, Abilities or Certifications: 

Data analysis skills and ability to derive insights that drive next steps or actions required.

Account Management (general knowledge of customer's business, stakeholders, product portfolio).

Communicate effectively in both face-to-face and virtual selling environments.

Interpersonal skills, ability to build stakeholder relationships.

Team effectively with other internal teams including Sales, Sales Support stakeholders.

Stay organized and manage multiple priorities at once across multiple customer accounts.

Cross-sell, up-sell, or pursue renewal transactions with customers

Professional demeanor in oral and written communications

Passion and ability to learn new CS offerings quickly.

Self-motivated; proactive and perseverant mindset.

General product and application knowledge.

Travel Requirements

1 – 2 trips annually to attend sales meetings.

Other business travel as required.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

 

Compensation:

$52,300.00 - $89,350.00 USD

 

This role is eligible for Commission.

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.