CRM Account Manager
At a glance
Manager-level Account Management role at Solera. Virtual US · full-time · no salary stated · we estimate $88,951–$150,000 across the United States.
Solera has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Run assigned accounts through Salesforce, keeping sales activity organized and operationally sound
- Meet customers in person or virtually to review goals, explain product features, and find expansion opportunities
- Lead software demonstrations, negotiate pricing, prepare quotes, and close add-on sales
- Coordinate renewals, migrations, and upgrades with legal, finance, and operations teams
- Complete business reviews and sales targets while helping leadership refine CRM messaging and processes
What you bring
- At least one year in sales or account management, preferably serving business customers
- Experience with Salesforce or a comparable customer-management platform
- Strong customer-facing communication, listening, and presentation skills, including explaining software by phone
- A bachelor’s degree in business, marketing, or communications is preferred; equivalent education and work experience also qualify
Who this fits
This manager-level account role suits someone focused on retaining and expanding existing CRM customers through discovery, reviews, and software demos. Expect travel for about seventy percent of the role, with both in-person and virtual customer meetings.
From the employer
CRM Account Manager/Virtual US
The Role
The Account Manager will be responsible for driving profitable net growth via retention and growth of CRM customers. They will uncover and understand customer goals and challenges and establish appropriate CRM products as the best solutions available. The Account Manager must be able to influence customers’ buying behavior by conducting impactful discovery calls and reviews, delivering product demos that meet customer expectations, and addressing the customer’s pains/gains.
What You'll Do
Essential Responsibilities and Duties:
- Utilize Salesforce.com to manage tight, organized sales processes with quality operational performance.
- Conduct in-person and virtual meetings with assigned accounts in accordance with the Account Management plan to conduct business reviews, educate customers on product functionality, and generate upsell and cross-sell opportunities.
- Set up and conduct demo presentations.
- Negotiate software pricing and create customer quotes.
- Work collaboratively with legal, finance, and operations to streamline changes to customer accounts (renewals, migrations, upgrades, etc.).
- Escalate issues in accordance with company policy.
- Present the value proposition of CRM in accordance with standard procedures.
- Respond to all emails and voicemails in a professional, timely manner.
- Set up and host demo presentations, negotiate, and close add-on sales opportunities.
- Meet and surpass quantitative and qualitative goals, perform Quarterly Business Reviews (QBRs), and complete other vital sales process activities.
- Manage time effectively, meet personal goals, and work efficiently with other members of the sales team.
- Align with CRM Direct leadership to develop messaging, standardized presentations, and sales processes for CRM business success.
What You’ll Bring
Qualifications:
- Education: Bachelor’s degree in Business Administration, Marketing, or Communication preferred, or an equivalent combination of work experience and education.
- Experience: 1+ years of sales/account management experience, preferably in B2B.
Knowledge/Skills/Abilities:
- Sales experience with a high-tech company is strongly preferred.
- Requires 70% travel.
- Strong presence and experience in cultivating the current account base.
- Demonstrated ability to present software and solutions over the phone is strongly preferred.
- Proficient with corporate productivity and web presentation tools.
- Experience working with Salesforce.com or similar CRM.
- Excellent verbal and written communication skills.
- Strong listening and presentation skills.
- Ability to multitask, prioritize, and manage time effectively.
- Self-driven, results-oriented, with a positive outlook and a focus on quality.
- Knowledge of Microsoft Office, including Outlook, Excel, and PowerPoint.
It is not possible to list every requirement or responsibility of any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company’s needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to, or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs
EQUAL OPPORTUNITY EMPLOYER
The Solera group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
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