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Stefan Lynton | 05 October, 2023

Job: Account Manager

Unlimited is a RevOps consultancy and Certified HubSpot Partner pushing HubSpot to its innovative edge. We help disjointed revenue teams take the guesswork out of revenue growth with a high-performance growth engine custom-built on the HubSpot platform. Our specialties include CRM implementation, data migration, custom integrations, websites on HubSpot CMS, and sales and marketing enablement that drives consistent, measurable results.

We’re a leading HubSpot Elite Partner, with experience in website design, custom integrations, and more tech-focused solutions. We focus on delivering complex tech solutions, high-level strategic support, and helping our clients succeed in their roles.

 

 

About the Role

The Account Manager is responsible for maintaining and growing relationships with existing clients or customers. They serve as the primary point of contact between the company and the client, ensuring that client needs are met, and company goals are achieved. The Account Manager may also be responsible for identifying opportunities to upsell or cross-sell products or services.

 

What You'll Bring

An effective Account Manager brings a combination of skills, qualities, and contributions to the role that are crucial for achieving success in managing client relationships and driving business growth. Account Managers are dedicated to understanding and meeting the needs of clients. They bring a strong customer-centric mindset and are committed to delivering value to clients throughout their engagement with the company. 

You excel in communication, possessing the ability to listen actively to client concerns, articulate solutions, and convey information clearly and persuasively. Effective communication is essential for building trust and rapport with clients. An Account Manager is skilled at building and nurturing strong, long-term relationships with clients. They bring interpersonal skills that help establish trust and credibility, making clients feel valued and understood.

Overall, an effective Account Manager brings a combination of interpersonal skills, business acumen, and a client-centered mindset to the role. They play a vital role in maintaining and growing client relationships, driving revenue, and contributing to the overall success of the company.

 

The Details

Responsibilities

  • Serve as the main point of contact in all matters related to client concerns and needs
  • Handle inquiries and requests from customers and address their needs
  • Stay on top of accounts, making sure they receive services that are within their budget and meet their needs 
  • Meet regularly with other team members to discuss progress and find new ways to improve business
  • Identify wins and also up-sell opportunities and collaborate with internal fulfillment and external sales teams recommendations on how to leverage them to improve business processes
  • Managing and keeping track of client tasks, deadlines and priorities in coordination with the project management team
  • Assist with multiple incoming requests and escalations when needed
  • Focus on client success, build and maintain solid, trusting relationships for long-term client success 
  • Track and measure key account metrics
  • Work on multiple projects concurrently

 

Results

  • All assigned projects run smoothly.
    • KPI: Average CSAT score of 90%
    • KPI: weekly capacity planning meeting shows clean report for account with low or zero risks and expected project completion progress
  • Results are communicated on a regular cadence through detailed and insightful reports.
    • KPIs: at least one client communication / update per week
  • Client satisfaction is high on all your projects:
    • KPI metric - NPS score average of 75
  • Monthly upsell quota
  • Monthly Revenue Recognized goal

 

Requirements

  • Problem-solving abilities and provide solid, efficient solutions. Anticipate potential problems and barriers and actively seek out internal resources to solve possible roadblocks
  • Proven ability to work on multiple projects and consistently meet deadlines
  • Tech-savvy. Ability to quickly figure things out on your own when working with various tools. This is crucial for this position
  • Accountable, mature, responsible, organized, and delivers on promises
  • Strong client management skills with an assertive yet empathic presence. (i.e., you’re nice)
  • Extremely organized, detail oriented, and focused on quality assurance. 
  • Experience working in a fast-paced environment while being able to manage and prioritize changing deadlines
  • Clear, concise and compelling communication (visual, verbal, and written) skills 
  • Experience working in a fast-paced environment while being able to manage and prioritize changing deadlines.
  • Available during EST mornings and afternoons.

 

Benefits and Perks

  • We are an all-remote company.
  • Fair compensation.
  • Work with a team of high-achievers in a collaborative environment where everyone has a real chance to contribute.
  • Work with a highly supportive, accepting, and inclusive founding team.

 

About Unlimited

Unlimited Tech Solutions is a HubSpot-certified RevOps partner for growth-stage professional service companies. We turn the HubSpot platform into a high-performance RevOps engine to take the guesswork out of revenue growth.

 

Our specialties include CRM implementation, data migration, custom integrations, websites on HubSpot CMS, and sales and marketing enablement that drives consistent, measurable results.

We focus on complex tech solutions, high-level strategic support, and helping our clients succeed in their roles. With our experience in website design, custom integrations, and more tech-focused solutions, we’re a leading HubSpot Diamond Partner.

 

 

Unlimited Tech Solutions, LLC is an Equal Opportunity Employer. We’re committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.

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We Take HubSpot Further

As a certified HubSpot solutions partner, we've helped clients across multiple industries build innovative solutions on the HubSpot platform, align marketing and sales, launch high-performance websites and boost growth. Want in?