Serve as the primary point of contact for assigned client accounts, ensuring strong relationships and customer satisfaction.
Understand client goals, challenges, and needs; propose solutions that align with business objectives.
Oversee contract renewals, upselling, and cross-selling opportunities within existing accounts.
Act as an advocate for the customer internally, collaborating with operations, product, and support teams.
Monitor account performance, usage, and health metrics; provide regular reporting and strategic recommendations.
Identify, research, and qualify new prospects through outbound outreach (calls, emails, LinkedIn, events).
Collaborate with marketing and sales leadership to execute targeted campaigns and messaging.
Generate and manage a pipeline of qualified leads for senior sales executives or self-close when appropriate.
Schedule discovery calls and demos, ensuring smooth handoffs to the sales or account management team.
Stay current on industry trends, competitor activity, and market opportunities to inform prospecting strategy.

2–5 years of experience in account management, sales development, or related client-facing roles.
Strong communication and interpersonal skills; able to build trust quickly with clients and prospects.
Proven ability to manage multiple accounts/projects simultaneously with strong attention to detail.
Comfortable with both consultative relationship management and high-volume prospecting outreach.
Familiarity with CRM tools (e.g., Salesforce, HubSpot) and sales engagement platforms.
Results-oriented, with a track record of meeting or exceeding revenue or pipeline targets.

Customer Relationship Manager

Key skills