Account Manager

Place of work Montreal River
Contract type Full-time
Start date 3 weeks ago
Salary -

Job details

Job description, work day and responsibilities

Full job description
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. Whether you’re interested in engineering or development, marketing or sales, or something else – if this sounds like you, then we’d love to hear from you!

We are headquartered in Denver, Colorado, with offices in the US, Canada, and India.

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.


-

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, ****** 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 recruiting@vertafore.com

Just a note, this contact information is for accommodation requests only.

Company address

Canada
Ontario
Montreal River
Show on map Get directions
Company Name: Vertafore
You will be redirected to another website to apply.
Offer ID: #1187643, Published: 3 weeks ago, Company registered: 3 months ago

Other offers

Transaction Banking Expert
2157login
· Bangalore, IN
Job Title: Transaction Banking Expert As a Transaction Banking Expert, you will play a key role in monitoring and analyzing transactions to detect and prevent fraudulent activities. This involves safeguarding customers a...
Sales Leader - Branch Banking
2157login
· Bangalore, IN
Branch Sales Manager Job Description We are seeking a highly motivated and experienced Branch Sales Manager to lead our sales team in generating revenue and expanding our customer base. • The successful candidate will be...
Executive Leadership and Talent Development Practitioner, AVP
2157login
· Bangalore, IN
Executive Leadership and Talent Development Practitioner, AVP Job ID: R0371879 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-06-04 Location: Bangalore Position Overview Job Title- Executive Leadership...
Banking Domain Oracle Senior Manager - Operate
2157login
· Bangalore, IN
At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experien...
Global Banking Specialist
2157login
· Bangalore, IN
Job Opportunity We are seeking a highly skilled and experienced professional to join our team as a Trading Systems Developer. The ideal candidate will have a strong background in software development, particularly in the...
Pioneer Wealth Manager - Private Banking
2157login
· Bangalore, IN
Client Relationship Management: Develop and maintain strong relationships with clients by understanding their financial needs and goals. Provide personalized advice and services to meet these objectives. - Wealth Managem...
Leading Investment Bank Seeks Experienced Customer Service Professiona
2157login
· Bangalore, IN
Senior Customer Representative Job Description We are seeking a Senior Customer Representative to provide exceptional customer service and support to clients in India. • This role involves acting as the primary point of ...
International Banking Specialist
2157login
· Bangalore, IN
International Banking Career Opportunity We are seeking highly motivated individuals for a challenging role in international banking, where you will be responsible for assisting customers with their global financial need...
JP Morgan Case - Associate - Recovery & Resolution
2157login
· Bangalore, IN
Recovery and Resolution - Associate Description: You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As an Associate within the Commercial and Investment Bank Resolut...
Analyst, CIB Model Data Strategy Team
2157login
· Bangalore, IN
Job Summary Data Strategy team’s primary function is to provide support and advisory for data initiatives related to model development and monitoring. It is a part of the broader Credit Portfolio Management function with...
Relationship Relationship Manager- RBDManager-Current Account
2157login
· Bangalore, IN
Job Requirements Job Requirements Role/ Job Title: Relationship Manager - Current Account Function/ Department: Branch Banking Job Purpose: The role includes managing assigned client portfolio to ensure superior service ...
Relationship Manager-Current Account
2157login
· Bankapura, IN
Job Requirements Job Requirements Role/ Job Title: Relationship Manager - Current Account Function/ Department: Branch Banking Job Purpose: The role includes managing assigned client portfolio to ensure superior service ...
AES Oracle - Absence + Time & Labor, Core HR Senior Associate Operate
2157login
· Bangalore, IN
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, imp...
Workday Manager- Operate
2157login
· Bangalore, IN
At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experien...
AES Oracle - Benefits, Workforce Compensation, Core HR, Absence - Manager - Operate
2157login
· Bangalore, IN
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, imp...