Sales Account Development Manager
Remote
Job Summary
Manage renewals and customer retention across CeriFi's Accounting and Legal product portfolio by proactively engaging former customers and closed-lost opportunities to re-establish relationships and win back business. Identify whitespace opportunities within existing accounts to introduce relevant products and services, while prospecting new customers for CPEdge, LegalEdge, and other learning solutions. Maintain accurate customer records and forecasting within Salesforce CRM, utilizing Revenue Grid to manage renewal campaigns and track interactions for accurate pipeline visibility. Collaborate closely with Sales, Marketing, Customer Success, and Digital teams to deliver a seamless customer experience and share insights that improve sales strategies.
Required Qualifications
- Sales Account Development Manager
- Renewal conversations
- Accounting and Legal product portfolio
- Proactive engagement with former customers
- Closed-lost opportunities
- Renewal campaigns
- Customer outreach
- Phone, email, and digital engagement
- Renewal, retention, and customer growth goals
- Consultative conversations
- Whitespace opportunities
- CPEdge
- LegalEdge
- Learning solutions
- Account Managers
- Account research
- Salesforce CRM
- Revenue Grid
- Customer sequences
- Follow-up activities
- Pipeline visibility
- Forecasting
- Sales, Marketing, Customer Success, and Digital teams
- Customer insights
- Sales strategies
- Product offerings
- CeriFi's products
- CeriFi's services
- Industries we serve
- Customer engagement
- Sales processes
- Team performance
Desired Qualifications
- Building relationships
- Solving customer challenges
- Uncovering growth opportunities
- Trusted relationships
- Product recommendations
- Enrollment questions
- Purchasing decisions
- Knowledgeable resource
- Inbound sales inquiries
- Continuous knowledge expansion
- Idea contribution
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.