Account Manager
Posted
The successful
candidate will be responsible for managing client accounts
throughout the customer lifecycle, from onboarding and
implementation coordination to renewals, upselling, and
long-term relationship management. This role requires strong
communication, project coordination, sales, and customer
service skills. Below are the roles and responsibilities:
Customer Relationship Management
- Build, maintain, and
strengthen long-term relationships with customers.
- Serve as the primary
point of contact for assigned customer accounts.
- Understand customer
business needs and recommend appropriate Zoho solutions.
- Conduct regular
customer engagement meetings and business reviews.
- Ensure customers
receive exceptional service throughout the engagement
lifecycle.
- Monitor customer
satisfaction and proactively resolve concerns.
- Develop customer
retention strategies to improve long-term partnerships.
Account Management
- Manage a portfolio of
customer accounts and ensure successful service delivery.
- Coordinate
implementation activities between customers and the technical
team.
- Track project progress
and communicate updates to customers.
- Ensure customer
requirements are accurately documented and communicated.
- Monitor customer
contracts, subscriptions, renewals, and support
agreements.
- Maintain accurate
customer records within Zoho CRM.
- Identify opportunities
for account growth and increased product adoption.
Sales & Business
Development
- Generate new business
opportunities from existing customer accounts.
- Identify cross-selling
and upselling opportunities across the Zoho product
suite.
- Prepare and present
software demonstrations and product presentations.
- Prepare quotations,
proposals, and Statements of Work (SOWs).
- Negotiate commercial
terms within approved company guidelines.
- Achieve assigned
monthly, quarterly, and annual sales targets.
- Build and maintain a
healthy sales pipeline.
- Follow up on sales
opportunities until closure.
Customer Success
- Support customers
during onboarding and implementation.
- Ensure customers
successfully adopt implemented solutions.
- Monitor customer usage
and identify opportunities for improvement.
- Coordinate customer
training sessions where necessary.
- Work closely with the
Project Manager to ensure successful project delivery.
- Escalate customer
concerns and coordinate timely resolution.
- Promote customer
advocacy through referrals, testimonials, and case
studies.
Project
Coordination
- Coordinate project
kickoff meetings with customers and internal teams.
- Ensure customer
deliverables are received within agreed timelines.
- Monitor implementation
milestones and communicate project status.
- Assist in managing
project scope and customer expectations.
- Coordinate change
requests and additional customer requirements.
- Support successful
project handover to the support team.
Marketing Support
- Collaborate with the
Marketing Officer on customer engagement campaigns.
- Participate in
webinars, exhibitions, product launches, and networking
events.
- Support lead generation
initiatives.
- Share customer success
stories and implementation case studies.
- Gather customer
feedback to improve products and services.
Reporting &
Administration
- Maintain accurate
records of customer interactions in Zoho CRM.
- Prepare weekly,
monthly, and quarterly account performance reports.
- Monitor sales forecasts
and revenue pipelines.
- Prepare customer
renewal reports.
- Track customer support
issues and follow through to resolution.
- Ensure all customer
documentation is complete and properly maintained.
Team Collaboration
- Work closely with
Software Developers, Project Managers, and Finance to ensure
successful customer outcomes.
- Participate in internal
planning meetings.
- Share customer insights
with technical and management teams.
- Contribute to
continuous improvement of customer service processes.
Continuous Learning &
Professional Development
- Obtain and maintain
Zoho product certifications.
- Stay informed about new
Zoho products and features.
- Develop strong
knowledge of cloud business applications and digital
transformation.
- Participate in internal
training, workshops, and knowledge-sharing sessions.
Requirements
Applicants should possess:
- Diploma/Bachelor's
Degree in Business Information Technology, Information Systems,
Business Administration, Marketing, Sales, Computer Science,
Information Technology, or a related field.
- Experience working in
an ICT, SaaS, or software solutions company.
- Experience managing
corporate customer accounts.
- Strong understanding of
CRM systems, preferably Zoho CRM.
- Proven experience in
software or technology sales.
- Excellent proposal
writing and presentation skills.
- Strong negotiation and
customer relationship management skills.
- Excellent written and
spoken English.
- Experience with Zoho
products is highly desirable.
- Zoho certifications
will be an added advantage.