CRM Account Manager

Posted Yesterday
Be an Early Applicant
Veerthala, Nagar, Bharatpur, Rajasthan, IND
In-Office
Junior
Information Technology
The Role
Manages and grows CRM customer accounts through retention, renewals, upselling, cross-selling, business reviews, product demos, and software sales. Uses Salesforce.com to maintain organized sales processes, negotiates pricing, prepares quotes, and collaborates with legal, finance, and operations on account changes. The role requires meeting sales goals, presenting CRM value propositions, responding to customers, and traveling extensively to support account growth.
Summary Generated by Built In
CRM Account Manager/Virtual USThe Role

The Account Manager will be responsible for driving profitable net growth via retention and growth of CRM customers. They will uncover and understand customer goals and challenges and establish appropriate CRM products as the best solutions available. The Account Manager must be able to influence customers’ buying behavior by conducting impactful discovery calls and reviews, delivering product demos that meet customer expectations, and addressing the customer’s pains/gains.

What You'll Do

Essential Responsibilities and Duties:

  • Utilize Salesforce.com to manage tight, organized sales processes with quality operational performance.
  • Conduct in-person and virtual meetings with assigned accounts in accordance with the Account Management plan to conduct business reviews, educate customers on product functionality, and generate upsell and cross-sell opportunities.
  • Set up and conduct demo presentations.
  • Negotiate software pricing and create customer quotes.
  • Work collaboratively with legal, finance, and operations to streamline changes to customer accounts (renewals, migrations, upgrades, etc.).
  • Escalate issues in accordance with company policy.
  • Present the value proposition of CRM in accordance with standard procedures.
  • Respond to all emails and voicemails in a professional, timely manner.
  • Set up and host demo presentations, negotiate, and close add-on sales opportunities.
  • Meet and surpass quantitative and qualitative goals, perform Quarterly Business Reviews (QBRs), and complete other vital sales process activities.
  • Manage time effectively, meet personal goals, and work efficiently with other members of the sales team.
  • Align with CRM Direct leadership to develop messaging, standardized presentations, and sales processes for CRM business success.
What You’ll Bring

Qualifications:

  • Education: Bachelor’s degree in Business Administration, Marketing, or Communication preferred, or an equivalent combination of work experience and education.
  • Experience: 1+ years of sales/account management experience, preferably in B2B.

Knowledge/Skills/Abilities:

  • Sales experience with a high-tech company is strongly preferred.
  • Requires 70% travel.
  • Strong presence and experience in cultivating the current account base.
  • Demonstrated ability to present software and solutions over the phone is strongly preferred.
  • Proficient with corporate productivity and web presentation tools.
  • Experience working with Salesforce.com or similar CRM.
  • Excellent verbal and written communication skills.
  • Strong listening and presentation skills.
  • Ability to multitask, prioritize, and manage time effectively.
  • Self-driven, results-oriented, with a positive outlook and a focus on quality.
  • Knowledge of Microsoft Office, including Outlook, Excel, and PowerPoint.

It is not possible to list every requirement or responsibility of any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company’s needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to, or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs


EQUAL OPPORTUNITY EMPLOYER
The Solera group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.

Skills Required

  • Bachelor's degree in Business Administration, Marketing, Communication, or equivalent combination of education and work experience
  • At least 1 year of sales or account management experience
  • Ability to travel approximately 70% of the time
  • Experience cultivating and growing an existing account base
  • Experience presenting software and solutions by phone
  • Experience using Salesforce.com or a similar CRM
  • Proficiency with corporate productivity and web presentation tools
  • Knowledge of Microsoft Office, including Outlook, Excel, and PowerPoint
  • Excellent verbal and written communication skills
  • Strong listening and presentation skills
  • Ability to multitask, prioritize, and manage time effectively
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Westlake, TX
1,689 Employees
Year Founded: 2005

What We Do

Solera is a leading global provider of integrated vehicle lifecycle and fleet management software-as-a-service, data, and services. Through four lines of business – vehicle claims, vehicle repairs, vehicle solutions and fleet solutions – Solera is home to many leading brands in the vehicle lifecycle ecosystem, including Identifix, Audatex, DealerSocket, Omnitracs, eDriving/Mentor, Explore, CAP HPI, Autodata, and others. Solera empowers its customers to succeed in the digital age by providing them with a “one-stop shop” solution that streamlines operations, offers data-driven analytics, and enhances customer engagement, which Solera believes helps customers drive sales, promote customer retention, and improve profit margins. Solera serves over 300,000 global customers and partners in 100+ countries. For more information, visit www.solera.com.

Similar Jobs

Hilton Logo Hilton

Assistant Manager Learning & Development - DT Airport Jaipur

Events • Food • Travel • Hospitality • Hotels & Resorts
In-Office
Jaipur, Rajasthan, IND
500000 Employees

CDW Logo CDW

Product Designer

Information Technology
Remote or Hybrid
India
15100 Employees

CDW Logo CDW

Consultant

Information Technology
Remote or Hybrid
India
15100 Employees

The Aerospace Corporation Logo The Aerospace Corporation

Lead Embedded Engr

Aerospace • Artificial Intelligence • Cloud • Machine Learning • Software • Cybersecurity • Defense
Remote or Hybrid
India
4600 Employees

Similar Companies Hiring

Axle Health Thumbnail
Artificial Intelligence • Healthtech • Information Technology • Logistics
Santa Monica, CA
25 Employees
NODA AI Thumbnail
Artificial Intelligence • Information Technology • Software • Cybersecurity
Sydney, AU
54 Employees
Golden Pet Brands Thumbnail
Digital Media • eCommerce • Information Technology • Marketing Tech • Pet • Retail • Social Media
El Segundo, California
178 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account