Logo
Beta Plus Technologies, Inc.

Account Manager

Beta Plus Technologies, Inc., Brookfield, WI


Overview of the Account Manager:

The Account Manager role is the BetaNXT conduit to our clients. The Account Manager will manage accounts providing customers with service, support, and improvement opportunities to increase revenue, maximize retention and upsell. They have the deepest relationship with our clients and understand their business, strategies, organizational structure, and technologies. The Account Manager will work to identify opportunities where BetaNXT can assist our clients in fulfilling their business needs.

Duties and Responsibilities of the Account Manager:

Know the Client
  • Responsible for gaining deep understanding of the client's strategy.
  • Understanding the client's products and interfaces (3rd parties) and understanding the client's business model inclusive of ancillary products and technology.
  • Required to understand the client's vendor usage.
  • Responsible for identifying client relationship opportunities (CEO, CIO, SVP, EVP, etc.)
  • Will be required to attend client conferences.

Managing the Relationship
  • Responsible for ensuring the client and BetaNXT understand the joint engagement model.
  • Facilitate and execute Executive meetings/Quarterly Business Reviews.
  • Handle escalation points from both the client and BetaNXT perspective.
  • Manage the engagement - members, cadence, and reporting.
  • Support the day-to-day client touchpoints and interactions.

Internal Client Reporting/Communication
  • Represent and advocate VOC within BetaNXT to drive customer satisfaction and success.
  • Provide the client strategy for influence of the BetaNXT roadmap.
  • Responsible for communicating the overall client relationship to BetaNXT.
  • Provide necessary data elements to properly reflect the health of a client relationship.
  • Escalate client concerns or risks we identify to the appropriate BetaNXT leader.
  • Capture and distribute client engagement notes, action items and objectives.

Business Development
  • Identify and manage sales opportunities.
  • Engage clients on new BetaNXT opportunities.
  • Engage clients on new Motive partner opportunities.
  • Identify upsell opportunities via core and premium services that fit the client's strategy/needs.
  • Ensure customers effectively use BetaNXT solutions/technology and suggest operational efficiencies.

Skills and Experience of the Account Manager:
  • Bachelor's degree in Business Administration or similar degree programs, required.
  • 5+ years of experience in Account or Relationship Management, with solid understanding of Customer Relationship Management (CRM)
  • Strong communication and interpersonal skills and the ability to build and maintain relationship.
  • Possess extensive knowledge of BetaNXT suite of products.
  • Has deep knowledge of industry and customers.
  • Excellent interpersonal and customer service skills
  • Ability to plan and execute strong strategies and solve problems quickly
  • Excellent organizational skills and attention to detail
  • Time management skills with a proven ability to meet deadlines.
  • Keen, friendly, professional with a positive and proactive attitude
  • Ability to prioritize tasks and to delegate them when appropriate.
  • Substantial experience in successfully delivering results in a fast-paced and dynamic business environment.
  • Well-developed math and business skills

#LI-Remote