Courser

IT service provider aggregation and growth platform

Client Account Manager

Account ManagementConfirmed live in the last 24 hours

Full-timeBarnstable, MA, USANo salary listedIn-person

About the Job

Requirements

Ability to proactively manage client relationships for sales, services, projects, and opportunities.
Ability to develop strong relationships with key client decision-makers.
Ability to understand clients’ businesses, key decision-makers, and product or solution gaps before client discussions.
Ability to translate client needs into solutions supporting business goals and objectives.
Ability to oversee project and product quotes, pricing, and availability with internal teams.
Ability to respond to client questions, solve problems, and quarterback issue resolution or escalation with appropriate company resources.
Ability to submit internal reports and required paperwork accurately and on time.

Responsibilities

Retain clients by advocating for them and helping ensure projects are delivered on time.
Maintain relationships with key decision-makers and help resolve escalated issues or complaints.
Serve as a strategic advisor by monitoring each client’s business and recommending solutions.
Serve as the client’s advocate and go-between with technical teams.
Proactively manage assigned client relationships for sales, services, projects, and opportunities.
Serve as the point person for assigned accounts and work jointly with the Outside Sales representative on new-client handoffs and service project requests.
Gather client feedback and provide it to internal departments to improve service quality and recommend additional products or services.
Ensure client needs and requests are satisfied in a timely manner.
Conduct business review sequences based on defined account segments.
Oversee the development of project and product quotes, pricing, and availability.
Respond promptly to client calls and emails, including answering questions and coordinating issue resolution or escalation.
Inform management of client retention risk through the CODE RED program and develop client cure plans with the services team.
Submit internal reports and required paperwork to management as directed.
Obtain referrals from satisfied clients through the referral program and identify TCP case studies for the marketing team.
Attend weekly meetings and training as defined by the manager.

onboarding. The AM accomplishes this by being a regular client touchpoint and advocate responsible for proactively building decision-maker relationships with their respective clients. The focus is on the following goals:

Retain Clients: Retain clients where the relationship continues to be mutually beneficial. This includes advocating for our clients to ensure their projects are delivered on time, and the AM works consistently to help clients achieve their goals.
Manage Key Relationships: Through proactive outreach to the key decision makers, the AM is responsible for maintaining solid relationships and helping to resolve escalated issues or complaints.
Help Clients Achieve Their Business Goals: As business changes, so will a client’s needs. The role of the Account Manager is to serve as the strategic advisor to keep a pulse on each of their client's businesses and recommend solutions that continue to help their company succeed.
Serve as the Client’s Advocate: you are the go-between sometimes between the client and the technical teams. Building solid internal relationships and effective communication skills are essential to achieve the first three bullets consistently. The Account Manager is responsible for timely responses to quote requests and monitoring client orders.

Position Duties:

Proactively manage client relationships for sales, services, projects, and opportunities now and in the future. This individual has secondary responsibilities in the accuracy of ordering and receiving, quoting, and monitoring client satisfaction.
Serve as the client’s point person for assigned accounts by working jointly with the Outside Sales rep on new client hand-offs and managing service project requests.
Proactively work to develop strong relationships with the key client decision-makers.
Gather client feedback and provide it to internal departments to enhance the quality of service as well as recommendations to add products or services.
Ensure clients’ needs and requests are satisfied on a timely basis.
Prepare for client discussions by understanding a client’s business, key decision makers, and current product or solution gaps before conducting unique touches or a formal business review.
Conduct business review sequences based on defined account segments to evaluate clients’ business needs. The AM should translate those needs into solutions supporting the client’s business goals and objectives.
Oversee the development of project and product quotes, pricing, and availability by working with internal teams to provide complete information to provide the client with an accurate and timely estimate or quote.
Promptly respond to calls and emails from clients, including answering questions problem-solving, and quarterbacking issues resolution or escalation with proper company resources.
Inform management of client retention risk through the CODE RED program. This includes developing a client cure plan in conjunction with the services team.
Accurate and timely submission of internal reports and required paperwork to management as directed.
When appropriate, as you identify “raving fans,” work to get referrals through the referral program and identify TCP case studies for our marketing team.
Attending weekly meetings and training as defined by the manager.

NetEffect is an equal opportunity employer. Application are considered for positions without regard to veteran status, uniformed service member status, race, creed, color, religion, gender, gender identity, sex, sexual orientation, citizenship status, national origin, marital status, age, physical or mental disability, genetic information, caregiver status or any other category protected by applicable federal, state, or local laws.

About the Company

Courser

IT service provider aggregation and growth platform

Courser is a collective that grows IT service providers by acquiring or taking significant stakes in MSPs and related tech firms and then expanding them through shared resources and a dedicated growth platform. It partners with or buys Managed Service Providers to form a “family of companies” and offers access to a Third Party Advertising platform to unlock new business opportunities. It also provides funding and hands-on operational support to business owners, helping them scale and improve opportunities for employees and customers. What sets Courser apart is its portfolio-based approach built on a proven value-creation process, demonstrated through its founding company Palmetto Technology Group, and its ability to combine strategic acquisitions, platform-enabled growth, and advertising partnerships under one umbrella. The goal is to help IT service providers, especially MSPs, join a larger organization to accelerate growth, increase profitability, and better serve clients.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Greenville, SC
Founded: 2007

Recently Posted Jobs

Explore more opportunities at Courser

See more jobs