Customer Account Manager 2

Summary

UKG provides a workforce operating platform that helps organizations manage workforce operations, payroll, careers, and employee development. The Customer Account Manager will drive sales growth among Emerging and Strategic customers through upselling, cross-selling, customer relationship management, strategic sales campaigns, account planning, and tailored HCM and Payroll proposals. The role also monitors account health, supports customer satisfaction, and maintains accurate CRM data.

Responsibilities

• Customer Relationship Management: Establish and maintain positive relationships with customers through regular face-to-face interactions, including attendance at industry events, trade shows, and conferences
• Industry Expertise: Proactively research and develop expertise in the customer’s industry to advise and support customers on best practices and service expansion
• Sales Campaigns: Develop and maintain a “greenspace” heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts
• Sales Proposals: Identify sales opportunities and develop proposals for HCM and Payroll solutions aligned with customer needs
• Product Knowledge: Maintain a thorough understanding of our products and capabilities, incorporating technical advances in presentations to end users
• Account Planning: Develop and maintain Annual Account Plans and Relationship Maps for each assigned account in collaboration with internal stakeholders
• Relationship Building: Build strong relationships with business decision-makers across accounts by leveraging sales management teams, executive sponsors, and in-person meetings
• Customer Experience: Ensure positive customer experiences through existing relationships and conduct at least one annual business review covering adoption, support, and roadmap content
• Customer Engagement: Increase customer engagement by driving attendance at events and collaborating with Field Marketing and Customer Marketing teams
• Account Monitoring: Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams to improve customer satisfaction
• Data Management: Maintain accurate account contacts and sentiment in SFDC, including a rolling 4-quarter pipeline, and engage with marketing-qualified leads within 24 hours

Skills

• 2+ years successful experience in account management, sales, customer success, ERM or a related field, with a demonstrated ability to meet or exceed sales quotas
• OR 1+ years experience in Customer relations and/or business to business sales experience of selling products and/or providing service to a broad customer/prospect base
• Minimum of 1 year experience in the technology/software industries
• Ability to travel for face-to-face customer interactions and industry events
• Excellent communication and interpersonal skills
• Proficient in Salesforce
• Thrives in a quick-turn, high-paced environment
• Ability to prioritize and multi-task while maintaining sharp attention to detail with well-developed organizational skills
• Possess strong verbal and written communication skills
• Ability to articulate the value proposition of our product offering
• Bachelor's degree or equivalent practical experience
• Experience in digital advertising, consultative sales, digital media sales, business development, online media environment, or digital marketing role
• Experience optimizing and troubleshooting products or services

Qualifications

Must Haves

• 2+ years successful experience in account management, sales, customer success, ERM or a related field, with a demonstrated ability to meet or exceed sales quotas
• OR 1+ years experience in Customer relations and/or business to business sales experience of selling products and/or providing service to a broad customer/prospect base
• Minimum of 1 year experience in the technology/software industries
• Ability to travel for face-to-face customer interactions and industry events

Nice to Haves

• Excellent communication and interpersonal skills
• Proficient in Salesforce
• Thrives in a quick-turn, high-paced environment
• Ability to prioritize and multi-task while maintaining sharp attention to detail with well-developed organizational skills
• Possess strong verbal and written communication skills
• Ability to articulate the value proposition of our product offering
• Bachelor's degree or equivalent practical experience
• Experience in digital advertising, consultative sales, digital media sales, business development, online media environment, or digital marketing role
• Experience optimizing and troubleshooting products or services

Benefits

• Real flexibility in the workplace
• This position is also eligible for commissions
• This position is also eligible for restricted stock unit awards as part of total compensation