(OV02AM) Account Manager - Remote, LATAM

Account Manager

Job Overview: We're looking for an enthusiastic Account Manager to join our team! In this role, you'll be the main point of contact for our clients, ensuring their needs are met and building long-term relationships. You'll manage client accounts, coordinate with internal teams, and enhance the client experience to help us reach our goals.

Responsibilities:

Client Relationship Management:

• Develop and maintain strong, long-lasting relationships with clients.
• Act as the main point of contact for assigned clients.

Project Coordination:

• Ensure timely and successful delivery of solutions.
• Liaise between clients and cross-functional internal teams.

Performance Tracking:

• Monitor and report on account performance, including key metrics and client satisfaction.

Business Development:

• Identify opportunities for client growth.
• Develop new business from existing accounts.

Issue Resolution:

• Address client issues and challenges promptly.
• Escalate issues as necessary to ensure client satisfaction.

Lists Building Process:

• Ensure SDRs have the correct and ample lists to call on.
• Follow the building checklist.

Conversation Review:

• Review conversations in SFDC daily to understand where SDRs are having conversations.
• Adjust lists as needed.

Setting Meetings:

• Set meetings for Red and Yellow clients to move them to the next color level (Green).

Cold Calling:

• Review conversations of Red and Yellow clients to understand recurring dispositions.
• Call into these dispositions to try to move them to a meeting.
  Interest Send Info: Follow up on clients who showed interest but requested more information.
  No Interest (No Reason Given): Call to gain more insights and possibly change their decision.
  No Interest (Reason Given): Address concerns and try to change their decision.
  Incorrect Contact, No Referral: Find the correct contact or gain referrals.
  Incorrect Contact, Referral: Follow up with referred contacts.
  Reschedules: Call all reschedules to attempt to confirm a new meeting time.

ROI/Meeting Documentation:

• Send clients the ROI/Meeting document to illustrate the value and secure future engagements.

Strategy Plan Development & Management:

• After meeting with clients, outline a new plan on strategy and direction.
• Know where we've been strategically with clients and identify opportunities for future growth.

SDR Coach:

• Meet with the SDR Coach weekly to understand what they are hearing on the phone.
• Implement changes in a timely manner.

Client Onboarding:

• Ensure efficient onboarding of all new clients.
  • Create client folders
  • Send onboarding materials
  • Ensure adherence to timelines
  • Get SDRs up to speed
  • Manage launch communications

If you're a proactive problem-solver with a passion for client satisfaction, we'd love to hear from you! Apply now to join our dynamic team.