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About the Role
Manage a book of business by providing operational, administrative, and call-based client support and relationship management to renew client memberships and grow accounts through cross-selling.
Responsibilities
- Create and execute sales and service activity plans.
- Manage member life-cycle tasks, including scheduling and leading calls.
- Own all account management conversations with secondary account stakeholders.
- Ensure members leverage their membership by delivering high-quality service to drive renewal and future sales.
- Manage and respond to inbound requests from members.
- Assist in the preparation of member interactions by collecting and consolidating background information.
- Complete scheduled and ad hoc data queries of our CRM.
- Ensure the CRM contains accurate account details and contact information.
- Actively seek to increase product knowledge.
Requirements
- University degree.
- 3+ years of Account Management experience with a proven track record of success.
- Experience working in the IT Research and Advisory market.
- Experience working as part of a team is an asset.
Skills
- Critical Thinking: Ability to assimilate complex information and communicate it simply, understand value proposition, and communicate it clearly. Understand client needs and find analysts to support them.
- Planning & Organization: Set daily schedules, plan territory, and set plans for account growth.
- Time management: Managing the member lifecycle, scheduling calls, and prioritizing tasks.
- Goal setting: Set personal goals, take ownership of performance, manage goal attainment, monitor progress, and communicate/ask for help when needed.
- Active listening: Identify client needs, ask great questions, and listen.
Experience Level
- 3+ years
Education Level
- University degree
Benefits
- Competitive compensation packages
- Comprehensive benefits coverage: Health, Dental, Vision, etc.
- President Club awards and trips
- RRSP matching
- Generous time-off policies with summer hours and soft close days.
- Employee recognition and development programs
- “Buy a book” program
- Pet friendly offices
- Onsite gym
- Virtual yoga sessions
- Rooftop patio
- Company fun days
About the Company
- ITRG is an equal opportunity employer committed to diversity and inclusion.
Equal Opportunity
- We are pleased to consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other legally protected factors.
- Upon request, ITRG will ensure, to the extent possible, that accommodation be made available to applicants throughout the recruitment and hiring process.