Job details
Major Responsibilitie s
- 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.
- University degree.
- 8+ years of Account Management experience, with a proven track record of success.
- Experience working in the IT Research and Advisory market.
- Experience working as part of a team an asset.
- Critical Thinking: Ability to assimilate complex information and communicate this in a simple way. Internal and external communication. Understand value proposition and communicate to member in a clear, concise manner. Understand client needs/requests and be able to say it back to them/find analyst to support them.
- Planning & Organization: Set daily schedules, plan territory, setting plans for account growth ext.
- Time management: Managing the member lifecycle; scheduling calls; able to prioritize tasks appropriately
- Goal setting: Sets own goals around conversations that demonstrates a commitment to professional development; takes ownership of own performance; manage goal attainment; able to set reasonable goals; monitor progress and communicate/ask for help when off pace for goal attainment
- Active listening: Able to identify client needs; asks great questions & listens
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