Customer Account Manager

Customer Account Manager

Job Description:

Our Customer Account Manager will develop long-term relationships with customers, becoming a advisor to the C-Level Executives and Decision Makers of an organization. This role serves as the client’s primary advocate, understanding the clients short-term and long-term objectives through analysis and assessment.

What You’ll Do

  • Provide on-going account management to our existing ERP customer base by developing partnerships with client decision-makers across the entire organization, including finance, sales, marketing, HR, and IT.
  • Conduct discovery meetings, targeted at understanding, capturing, and identifying the business requirements and objectives of the customer.
  • Produce professional Statements of Work (SOW’s), capture and document customer information and notes in our CRM tool.
  • Drive the sales activities for our ERP solutions, enhancements, professional services, custom development, and third-party solutions by collaborating with team members to deliver solutions that address the needs of our customers.
  • Work with both our internal and external teams to create and execute on strategy for add-on solutions and renewals.
  • Manage client retention and ensure timely client subscription payments.
  • Conduct quarterly business reviews and annual renewal reviews.
  • Achieve and exceed monthly and quarterly sales/call/meeting quotas.
  • Learn and assimilate product knowledge, target-market, and product positioning for the solutions through online and in-person training. Become an expert in the ERP sales environment.
  • Follow modern technology sales best practices and methodologies.
  • Coordinate and attend in-person meetings with customer base (overnight travel will be required).

What You’ll Bring:

  • 5+ years of ERP or CRM software sales experience required.
  • Subject matter expertise in the Staffing Industry is strongly preferred.
  • Familiarity and experience with project management tools and methodologies is a plus.
  • Exceptional verbal and written communication skills and professional presence and demeanor.
  • Outstanding organizational, time management, communication, and listening skills required
  • Working knowledge of MS Office, Outlook, and proficiency with CRM tools (NetSuite or Acumatica).
  • Ability to travel, as needed, is required


  • Retirement plan
  • Paid time off
  • Travel opportunities
  • 8 paid Company Holidays
  • Remote Work

We’d love to hear from you!

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