Account Manager
At a glance
Mid-level Account Management role at Kognitive Sales Solutions. Remote, Canada · full-time · CA$55,000–CA$60,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Guide new and existing clients through onboarding, including technical setup, database connections, and developer scripts
- Lead introductory calls, clarify expectations, and build onboarding plans around each client's goals
- Coordinate training for clients and sales representatives as needs change
- Create client reports, join quarterly dealer-group reviews, and turn findings into next steps
- Investigate account issues, improve processes and systems, and recommend product changes that raise satisfaction
What you bring
- You have client service or customer support experience in a representative role
- You can communicate effectively by phone, listen actively, present clearly, and solve customer problems
- You have practical experience using CRM systems and working with their processes
- You can prioritize competing tasks, manage time well, and stay effective in an Agile, fast-moving setting
Who this fits
This role suits a self-directed, customer-focused account manager who enjoys onboarding, training, reporting, and improving systems. You will work remotely from Canada and should be comfortable learning new technology, adapting to varied client needs, and working independently.
From the employer
Optimy.ai is seeking a dynamic and organized individual to join our team as an Account Manager. In this role, you will play a crucial part in managing client accounts, coordinating projects, and ensuring the success of our e-commerce platform. The ideal candidate will have a passion for e-commerce, strong communication skills, and the ability to thrive in a fast-paced environment.
About Optimy.ai, a Division of Kognitive Tech Inc.
Kognitive Tech Inc., founded in 2006, is a Sales Tech company dedicated to helping clients increase revenue and deliver exceptional customer service. Our eCommerce division, Optimy.ai, offers a sales automation platform that combines AI efficiency with human expertise to streamline customer engagement, reduce follow-up time, and improve lead-to-sale conversions. By balancing automation with personal interaction, Optimy.ai helps businesses minimize costs, maximize results, and provide customers with the seamless experience they deserve.
Responsibilities:
- As a pivotal member of the Customer Success team, you'll cultivate and nurture relationships with both new and existing clients to facilitate seamless onboarding and ensure their sustained success.
- Take ownership of client onboarding processes, ensuring a smooth transition by overseeing timely tech setup within client parameters, which includes database integration and providing scripts to website developers.
- Spearhead and participate in all introductory calls with new clients, serving as a primary point of contact to address queries and set clear expectations.
- Craft personalized onboarding plans in collaboration with clients, guiding them through the process and aligning goals for mutual success.
- Collaborate closely with all stakeholders to orchestrate effective training sessions for both clients and sales representatives, ensuring comprehensive understanding and continuous adaptation to evolving needs.
- Prepare and deliver comprehensive reports to clients, offering insights, influencing action, and providing valuable perspectives to drive informed decisions.
- Participate in quarterly reviews with dealer groups, actively engaging in discussions to address concerns and explore opportunities for improvement.
- Provide exceptional customer service to all stakeholders, offering prompt responses to inquiries and proactively addressing any client issues or concerns.
- Demonstrate a deep understanding of clients' unique challenges, actively investigating team requirements, identifying potential issues, and proposing innovative solutions to enhance client experience.
- Display a passion for process improvement, system optimization, and product enhancement, proactively identifying areas for enhancement and recommending actionable solutions to elevate product performance and customer satisfaction.
Compensation:
$55,000 - $60,000 plus commissions
Requirements
- Proven customer support experience as a Client Service Representative.
- Fluency in French is an asset.
- Demonstrated proficiency in effective phone communication and exceptional active listening skills.
- Proficiency with CRM systems and practices.
- Customer-focused mindset and adaptability to effectively respond to diverse customer needs and preferences, leveraging strong communication and problem-solving skills.
- Excellent communication and presentation skills.
- Proficiency in multitasking, prioritization, and effective time management.
- Demonstrated experience thriving in an Agile, fast-paced environment.
- Enthusiastic about learning and embracing new technologies.
- Capable of leveraging your expertise to contribute meaningfully to your team, actively participating in refining best practices.
- Possess strong independent work ethic and self-motivation, exhibiting proactive initiative.
Benefits
- Leading-edge technology that delivers amazing results.
- Competitive compensation that rewards strong performance.
- Extensive sales training and mentorship to get your foot in the door with software sales and/or level up your sales skills!
- Accelerated path for career progression - Optimy is just hitting its stride, and the early employees will benefit with lots of opportunities to progress within the organization.
We thank all applicants for their interest, but only those selected for an interview will be contacted. Kognitive Sales Solutions is an equal opportunity employer, if you need any type of accommodation, please let us know.
Our hiring process may involve AI-assisted screening for keywords and minimum qualifications, and AI-supported analysis of one-way interview responses. All results are reviewed by our recruitment team, who make all hiring decisions.
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