Reporting to the Senior Director, Account Management, the SMB Account Manager, Advocacy is a self-driven, results-oriented, sales professional with a positive outlook able to grow and develop relationships and support our clients as they leverage our suite of products. Our clients are small and medium sized nonprofitssituated in North America.
If you have excellent Relationship Development skills, strong research and communication skills, and experience in the Nonprofit market, we would like to talk. Two years Sales experience selling software is a must; experience in upselling and cross selling or client adoption and growth is a plus. If you are an experienced B2B Sales Solutions professional with experience selling into the Nonprofit space, we would like to talk to you.
Responsibilities:
- Act as the primary point of contact and business partner for the dedicated book of Altrata’s clients via in-person and video meetings, phone, and/or email
- Achieve retention and sales goals measured monthly and quarterly while providing excellent client support
- Develop and own the retention strategy; define growth goals and execution plans to increase engagement and footprint with clients and anticipate future needs
- Assist new and current users in adopting the solutions purchased and conduct account management support sessions designed to meet the individual business needs of each client
- Conduct formal business reviews with each client designed to measure renewal probability, and client satisfaction and to provide continual product education
- Serve as an advocate for your clients by analyzing customer health and usage data to identify trends and opportunities to improve adoption and potential cross-sell opportunities
- Efficiently and thoroughly manage your pipeline and oversee the renewal and upgrade process with each assigned account
- Work continuously to document the details of each client interaction in Salesforce in order to improve the customer information and drive retention
- Participate in weekly and monthly meetings to share learnings, and success stories and to improve processes
- Support the vision and values of the company through role modeling and encouraging desired behaviors
Required Qualifications:
- Two years of account management experience in the software/SaaS/DaaS space, selling to Nonprofits
- Proven ability to upsell, develop and retain accounts
- Have excellent verbal and written communication skills with a keen eye for detail
- Good listener with the ability to address client needs
- Exemplary presentation skills; comfortable engaging a diverse array of clients
- Possessing strong negotiation skills, persistence and resiliency
Preferred Qualifications:
- Self-motivated with demonstrated success based on previous performance
- Effective, collaborative, consultative, and excited to connect the needs of our clients with our capabilities
- Motivated by the desire to constantly learn in a changing environment and actively contribute to a dynamic team structure
- A natural forward planner who critically assesses own performance
- Computer literate with knowledge of Salesforce CRM
- Knowledge of the MS Office Suite including Outlook, Teams, PowerPoint, Word, and Excel
- Experience or knowledge of development and fundraising efforts or software in the nonprofit space
About Altrata
Altrata is a global leader in people intelligence. It includes more than 100 million profiles on wealthy individuals around the world and more than 12 million profiles on senior decision makers, board members and c-suite leaders. Altrata provides intelligence on the people who are most impactful to our clients’ success.
Advanced integration solutions allow deeper insights and access to billions of connections helping clients close more deals, manage risk, and identify up and coming talent quickly. Our data is actionable, accurate, and comprehensive. Powered by a global team of more than 400 researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections.
Altrata™ is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X.
Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. At Altrata, we really and truly mean it.
