Account Manager

My client is a technology-focused company that offers a cloud-based platform designed to equip small businesses with financial management solutions.

The position involves supporting, advising, and guiding partners during their initial months, helping them onboard their first clients onto the platform and assisting them.

Key Duties:

• Responding to inquiries from prospective partners
• Proactively reaching out to partners to offer support and develop their accounts further
• Managing and addressing all incoming sales tickets from prospective and existing partners
• Supporting partners throughout their journey, starting from the initial certification stage
• Keeping accurate records of sales tickets and communications in the CRM system (Salesforce)
• Updating the CRM with practice staff details and new leads
• Continuously enhancing knowledge of platform features and functionality through training and webinars
• Inviting partners to introductory events to facilitate their onboarding process

What are we looking for?

• Ability to establish and maintain rapport with partners over the phone
• Process-oriented with a sense of ownership
• High level of initiative and self-motivation
• Excellent written and verbal communication skills
• At least 2 years of experience in Inside Sales or Account Management (essential)
• Proficient in inbound phone and email sales
• Familiarity with computers and software applications, including the Google suite and CRM databases
• Previous experience in a SaaS company is advantageous
• Tertiary education is highly beneficial

Salt is acting as an Employment Agency in relation to this vacancy.