Client Account Manager

Job Title: Client Account Manager

Job Summary:
We are looking for a passionate and motivated Client Account Manager who loves helping people and assisting our clients in achieving their mission through technology. This role is pivotal in fostering strong client relationships, ensuring customer satisfaction, and driving revenue growth through exceptional account management. The ideal candidate will have a strong understanding of IT services, excellent communication skills, and a passion for delivering results.

As a Client Account Manager, you’ll collaborate with a supportive, fast-learning team of problem solvers who live by a "make better mistakes tomorrow" mindset.

Success is to make clients feel known and cared for, TBRs happen on schedule and end with clear next steps, and roadmaps turn into projects that move clients toward the Kotman Standard. If you’re someone who is proactive, detail-oriented, and values building strong relationships, we’d love to hear from you!

Key Responsibilities:

• Work with active customers to develop deep and quality relationships.
• Qualify new opportunities to drive the Kotman Standard for current clients.
• Receive requests for service and product details from customers and provide timely responses.
• Conduct onsite or virtual Technology Business Reviews (TBRs) that highlight the current risks, remediations, and technology roadmap moving forward.
• Work with team to develop proposals, quotes and respond to client requests.
• Effectively communicate features and benefits of solutions and manage client expectations throughout the lifecycle of the account.
• Maintain in-depth product knowledge of the service offerings of the company.
• Follow company process through activities and opportunities in ConnectWise and remain compliant with defined policies and procedures.

Required Qualifications:

• Experience with technology and/or relevant services and products.
• Demonstrated level of success in the development of client relationships.
• Enjoy working with customers and external audiences in-person and remotely.
• High passion and drive with strong interpersonal skills.
• Proficient with general office applications.
• Strong organizational, presentation, and customer service skills.
• Skill in preparing written communications and materials.
• Ability to multi-task and adapt to changes quickly.
• Self-motivated with the ability to work in a fast moving environment.

Experience:

• 2+ years of customer service experience (preferably in-person, we like people!).
• Physical ability to squat, crawl, climb, and lift up to 50 lbs.
• A valid driver’s license and reliable transportation.