Create and execute sales and service activity plans
Manage member life-cycle tasks, including scheduling and eventually leading calls
Own all account management conversations with secondary account stakeholders
Ensure members leverage their membership by delivering high quality service to help drive renewal and future sales
Manage and respond to inbound requests from members
Assist in the preparation of member interactions by collecting and consolidating background information on individuals and organizations as well as their relationship with Info-Tech
Complete scheduled and ad hoc data queries of our CRM
Ensure the CRM contains accurate account details and contact information
Actively seek to increase product knowledge

Account Executive – Member Services

Key skills