Talent.com
Account & Relationship Manager

Account & Relationship Manager

Wolters Kluwer N.V.Chicago, IL, United States
20 hours ago
Job type
  • Full-time
Job description

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Who We Are : Wolters Kluwer : The world is a big place, find your place here.

Client Solutions : Wolters Kluwer Solutions and Software Directory | Wolters Kluwer

What We Offer :

The Account & Relationship Manager role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a hybrid schedule (in-office 2-days a week), and amazing benefits.

Office Locations : Contact Wolters Kluwer | Wolters Kluwer

What You'll be Doing :

The Account & Relationship Executive is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services. The Senior Account & Relationship Executive is accountable to achieve their quota for the assigned book of business through directly selling products in the customers' existing product lines. This includes driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities. The Account & Relationship Executive is responsible for leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer's existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity. The Account & Relationship Executive will conduct quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend.

Key Tasks :

  • Researches and gathers information on current customers and their needs.
  • Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.
  • Develops customer relationships for an assigned book of accounts with primary focus on improving product use / adoption, executing renewals, up-selling business and direct sales within existing product lines.
  • Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings.
  • Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities.
  • Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue.
  • Directly sells products within the existing customer base.
  • Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention.
  • Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist.
  • For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts.
  • Maintains a clean and accurate pipeline in CRM.

Performance Metrics :

  • Individual quota attainment; achievement of renewal target and up-sell targets
  • Customer adoption target attainment : improvements in customer adoption of current portfolios (month over month or quarter over quarter)
  • Number of leads identified and communicated to Account Executive
  • Customer satisfaction scores and retention rates
  • Completion of assigned product trainings and other required learnings for professional development
  • You're a Great Fit if You Meet These Requirements :

  • Bachelor's Degree
  • The ability to work a hybrid schedule, going to an office location 2-days a week, and working an 8 a.m. to 5 p.m., Monday - Friday schedule, ET and CT preferred
  • 8 years of B2B commissioned sales or equivalent.
  • Experience in Account Management, Sales, Technology Training, or renewal sales.
  • Experience in the financial services, or lending compliance industries.
  • Data analysis skills and ability to derive insights that drive next steps or actions required.
  • Account Management (general knowledge of customer's business, stakeholders, product portfolio).
  • Communicate effectively in both face-to-face and virtual selling environments.
  • Interpersonal skills, ability to build stakeholder relationships.
  • Team effectively with other internal teams including Sales, Sales Support stakeholders.
  • Stay organized and manage multiple priorities at once across multiple customer accounts.
  • Cross-sell, up-sell, or pursue renewal transactions with customers.
  • Professional demeanor in oral and written communications
  • Passion and ability to learn new CS offerings quickly.
  • Self-motivated; proactive and perseverant mindset.
  • General product and application knowledge.
  • We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

    Additional Information :

    Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA / HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave . Full details of our benefits are available at

    Diversity Matters : Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer / departments is an Equal Opportunity / Affirmative Action employer.

    The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They're not intended to be an exhaustive list of all duties and responsibilities and requirements.

    Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

    Compensation :

    Target salary range CA, CT, CO, DC, HI, IL, MA, MD, MN, NY, RI, WA : $63,150 - $87,250

    Create a job alert for this search

    Relationship Manager • Chicago, IL, United States

    Related jobs
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Fifth Third BankPortage, IN, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. A sales position responsible f...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Relationship Manager - Data Centers

    Portfolio Relationship Manager - Data Centers

    Associated Bank - CorpChicago, IL, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Global Payment Holding CompanyChicago, Illinois, USA
    Full-time
    Every day Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit debit prepaid and merchant services.Our worldwide...Show moreLast updated: 30+ days ago
    Senior Relationship Manager

    Senior Relationship Manager

    Family Office ExchangeChicago, IL, US
    Full-time
    Quick Apply
    Family Office Exchange (“FOX”) is the industry-leading membership organization servicing multi-generational families, family office executives, and trusted advisors.The Senior Relations...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental InsuranceGary, Indiana
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 30+ days ago
    • Promoted
    Strategic Relationship Manager

    Strategic Relationship Manager

    Private Client SelectSchaumburg, IL, United States
    Full-time
    Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the li...Show moreLast updated: 2 days ago
    Account Manager - Client Relations

    Account Manager - Client Relations

    Yellowstone LandscapeRoselle, IL, US
    Full-time
    Are you interested in joining a dynamic and growing business that values the unique aspirations of its employees, encourages progressive practices and offers the opportunity to provide customized a...Show moreLast updated: 30+ days ago
    • Promoted
    Active Trader Relationship Manager

    Active Trader Relationship Manager

    Morgan StanleyChicago, IL, US
    Full-time
    Active Trader Relationship Manager.The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment.ATRM's will focus on deepe...Show moreLast updated: 30+ days ago
    • Promoted
    Sales - Business Development / Account Manager

    Sales - Business Development / Account Manager

    CFSOak Brook, IL, US
    Full-time
    Business Development / Account Manager.You will sell our staffing and recruiting services to accounting and finance decision makers. You will manage all facets of sales process, from initial prospec...Show moreLast updated: 17 days ago
    • Promoted
    • New!
    Business Relationship Manager I - Officer

    Business Relationship Manager I - Officer

    ChaseChicago, IL, US
    Full-time
    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (...Show moreLast updated: 7 hours ago
    • Promoted
    Platinum Relationship Manager

    Platinum Relationship Manager

    Morgan StanleyChicago, IL, US
    Full-time
    The E •TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E •TRADE's most valued clients, while connecting clients with the fu...Show moreLast updated: 10 days ago
    • Promoted
    Account Development Manager

    Account Development Manager

    TradeJobsWorkforce60546 Riverside, IL, US
    Full-time
    Account Development Manager duties consist of : Identifies development potential in accounts by studying current business. interviewing key customer personnel and company personnel who have worked w...Show moreLast updated: 30+ days ago
    • Promoted
    MRSGM NA Strategic Relationship Manager

    MRSGM NA Strategic Relationship Manager

    Munich RESchaumburg, IL, United States
    Full-time
    Munich Re Specialty Global Markets North America (MRSGM N.As part of Munich Re Group, we are a unique organization providing expertise in specialty and marine lines of insurance as well as surety r...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Commercial Relationship Manager

    Sr. Commercial Relationship Manager

    Midland States Bank CareersJoliet, Illinois, US
    Full-time
    Commercial Relationship Manager.At Midland, we’re proud to be a little different.You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized appro...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BMO Financial GroupChicago, IL, United States
    Part-time
    Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager, MidMarket

    Relationship Manager, MidMarket

    IntercomChicago, IL, US
    Full-time
    Relationship Manager, MidMarket.Intercom is the AI Customer Service company on a mission to help businesses provide incredible customer experiences. Our AI agent Fin, the most advanced customer serv...Show moreLast updated: 25 days ago
    • Promoted
    Commercial Lines Account Manager - Hybrid Opportunity

    Commercial Lines Account Manager - Hybrid Opportunity

    Valley Insurance GroupNaperville, IL, US
    Full-time
    Valley Insurance Group is a full service, independent insurance agency offering Commercial, Personal & Benefits insurance solutions. We have experienced tremendous growth in the past few years and a...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Representative - Luxury Travel Incentives

    Sales Representative - Luxury Travel Incentives

    Platinum Supplemental InsuranceGary, Indiana
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 30+ days ago