Team Lead, Account Management Job Description

Team Lead, Account Management Job Description Template

Our company is looking for a Team Lead, Account Management to join our team.

Responsibilities:

  • Help the team navigate and negotiate contract changes, upgrades, and amendments;
  • Consistently communicate with decision-makers to understand their identity verification needs and business requirements;
  • Oversee and coordinate all account management activities and deliverables;
  • Maintain communication and coordination with Sales, Marketing, Support, Product and executive team members;
  • Determine, analyze, and evaluate performance metrics to drive process and strategy improvements;
  • Maintain up to date records in Sales CRM; provide ongoing feedback on system use and opportunities for efficiencies;
  • Assist with client communications, conversations, and product/pricing strategy;
  • Coordinate and perform product demos as required;
  • Support team members with coaching, training, and identifying revenue opportunities.

Requirements:

  • Strong business, operational and technical aptitude with a proven ability to quickly learn new technologies and transactional business models;
  • Familiarity with managing customers in a SaaS or similar product environment;
  • Experience analyzing data sets in Excel or Business Intelligence tools and presenting those findings to customers;
  • Proficiency with CRM tools, ticketing platforms, and product management tools. Salesforce experience would be considered an asset;
  • Excellent leadership and people management capabilities.