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Vertafore

Account Manager

Posted 10 Hours Ago
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Remote or Hybrid
Hiring Remotely in Montréal, QC
Mid level
Remote or Hybrid
Hiring Remotely in Montréal, QC
Mid level
Responsible for managing customer accounts, building relationships, achieving sales quotas, and ensuring timely delivery of solutions. Requires B2B experience and CRM proficiency.
The summary above was generated by AI
DESCRIPTION GÉNÉRALE
Nous sommes à la recherche d'un gestionnaire de compte dynamique et hautement motivé pour joindre notre équipe de vente
Responsabilités:
  • Servir de point de contact principal pour toutes les questions de gestion des comptes clients
  • Construire et maintenir des relations solides et durables avec les clients
  • Aider les clients à évaluer de nouveaux produits et services au moyen d'un processus de vente consultatif
  • Développer des relations de confiance avec les principaux clients, leurs dirigeants et les intervenants de l'industrie
  • Assurer la livraison rapide et réussie de nos solutions en fonction des besoins et des objectifs des clients
  • Communiquer clairement les progrès des initiatives mensuelles/trimestrielles aux intervenants internes et externes
  • Développer de nouvelles affaires avec des clients existants et/ou identifier des domaines d'amélioration pour respecter les quotas de vente
  • Prévoir et faire le suivi des paramètres des comptes clés (p. ex. résultats trimestriels des ventes et prévisions annuelles)
  • Préparer des rapports sur les comptes clients
  • Collaborer avec les Gestionnaires des ventes afin d'identifier et de développer les opportunités à l'intérieur du territoire
  • Agit comme Consultant au niveau des solutions pour les nouveaux clients durant le processus de vente
  • Aider à répondre aux demandes des clients ou les référez aux personnes appropriées pour répondre à leurs questions
  • Se tenir au courant des tendances de l'industrie.
  • Collaborer avec des équipes interfonctionnelles au besoin

Exigences du Poste:
  • Bilingue (Français & Anglais)
  • Expérience B2B, de préférence au niveau de l'entreprise.
  • Expérience de travail éprouvée en tant que gestionnaire de compte, gestionnaire de compte clé, gestionnaire des ventes, ou autre rôle pertinent
  • Capacité de communiquer, de présenter et d'influencer les principaux intervenants à tous les niveaux d'une organisation
  • Une solide expérience avec les logiciels CRM (p. ex. Salesforce, CRM) et MS Office (en particulier MS Excel)
  • Expérience dans l'offre de solutions axées sur les besoins des clients
  • Capacité éprouvée de jongler avec plusieurs projets de gestion de compte à la fois, tout en portant une attention particulière aux détails
  • Excellentes capacités d'écoute, de négociation et de présentation
  • Excellente communication verbale et écrite
  • Capacité de voyager sur une base régulière
  • Connaissance de l'industrie de l'assurance est un atout.
  • Possibilité de travail après les heures normales de bureau pour fournir de l'assistance aux clients.

Exigences et détails supplémentaire:
  • Déplacements requis jusqu'à 50 % du temps.
  • Capacité à travailler à distance avec une connexion Internet stable, selon les besoins.
  • Lieu de travail et de travail dans un bureau (si nécessaire).
  • Capacité occasionnelle à soulever et/ou déplacer des charges allant jusqu'à 4,5 kg.
  • Mouvements répétitifs fréquents des mains et des bras requis pour utiliser un ordinateur.
  • Les capacités visuelles spécifiques requises pour ce poste incluent la vision de près (travail sur ordinateur, etc.).
  • Position assise et/ou debout fréquente.

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Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:• Build a strong presence in the insurance broker community in the designated
territory.• Increase the number of Vertafore customers by selling to non-Vertafore
Brokerage.• Use the Vertafore Value Selling System.• Serve as the lead point of contact for all customer account management
matters.• Build and maintain strong, long-lasting client relationships.• Help your clients evaluate new products and services through a consultative
selling process.• Develop trusted advisor relationships with key accounts, customer stakeholders
and executive sponsors• Ensure the timely and successful delivery of our solutions according to customer
needs and objectives• Clearly communicate the progress of monthly/quarterly initiatives to internal and
external stakeholders• Develop new business with existing clients and/or identify areas of improvement
to meet sales quotas• Forecast and track key account metrics (e.g. quarterly sales results and annual
forecasts)• Prepare reports on account status• Act as a Solution Consultant for new clients during the sales process• Assist with challenging client requests or issue escalations as needed• Stay abreast of Industry trends.• Collaborate with cross-functional teams as required
Qualifications: • B2B experience, preferably in the insurance business.• Proven work experience as an Account Manager, Key Account Manager, Sales
Account Manager, Junior Account Manager or relevant role• Demonstrable ability to communicate, present and influence key stakeholders at
all levels of an organization• Solid experience with CRM software (e.g., Salesforce, CRM) and MS Office
(particularly MS Excel)• Experience delivering client-focused solutions to customer needs• Proven ability to juggle multiple account management projects at a time, while
maintaining sharp attention to detail• Excellent listening, negotiation, and presentation abilities• Strong verbal and written communication skills• Ability to travel regularly• Insurance industry knowledge is an asset
Additional Requirements and Details:• Travel required up to 50% of the time.• Ability to work remote with a stable internet connection.• Located and working from an office location (when required).• Occasional lifting and/or moving up to 10 pounds.• Frequent repetitive hand and arm movements are required to operate a
computer.• Specific vision abilities required by this job include close vision (working on a
computer, etc.).• Frequent sitting and/or standing.• A valid Driver's License
Why Vertafore is the place for you: *Canada Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • Medical, vision & dental plans
  • Life, AD&D
  • Short Term and Long Term Disability
  • Pension Plan & Employer Match
  • Maternity, Paternity and Parental Leave
  • Employee and Family Assistance Program (EFAP)
  • Education Assistance
  • Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
  • Medical, vision & dental plans
    • PPO & high-deductible options
  • Health Savings Account & Flexible Spending Accounts Options:
    • Health Care FSA
    • Dental & Vision FSA
    • Dependent Care FSA
    • Commuter FSA
  • Life, AD&D (Basic & Supplemental), and Disability
  • 401(k) Retirement Savings Plain & Employer Match
  • Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
  • Parental Leave & Adoption Assistance
  • Employee Assistance Program (EAP)
  • Education & Legal Assistance
  • Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
  • Commuter Benefits (Denver)
The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.
We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected]
Just a note, this contact information is for accommodation requests only.

Top Skills

Crm Software
Excel
MS Office
Salesforce

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