Account Services Representative, Sr. jobs in Colorado

About us:

Sagitec is a leading software platform and solutions provider, specializing in serving customers focused on solving complex, business-rule-driven problems. Using Sagitec's low-code/no-code platform, Xelence, we provide evolutionary enterprise-grade solutions for pension, labor and employment, managed healthcare, and other industry organizations that want to accelerate excellence. With deep industry and domain experience in software implementation and systems integration, Sagitec is a partner that clients have trusted for over 20 years to drive their vision into action and value.

Sagitec is headquartered in St. Paul, Minnesota, and has other offices in the U.S., Canada, and also, in Pune and Chennai in India.

Overview:

As a key member of our CRM team, the Account Manager will collaborate closely with our clients to understand their technological needs, internal processes, and drive value from our software. Reporting to the Executive Director of Pension CRM, the Account Manager will spearhead efforts to expand revenue streams, maintain client relationships, and ensure high customer satisfaction within the specialized sector. The ideal candidate will be a curious problem solver who enjoys proactively engaging with new people and client firms.

What you'll be doing:

• Develop and manage relationships with our major Pension Administration clients, including engagement with top-level decision makers within client firms.
• Lead relationship development efforts within the Retirement/Pension industry, establishing deep, trust-based partnerships with clients.
• Identify opportunities to further partner with clients, connecting with key business executives and stakeholders to facilitate and close contracted deals.
• Consult with clients on their internal processes and challenge leaders to drive organizational change.
• Execute highly targeted account management strategies to deepen customer relationships and drive new revenue growth.
• Proactively identify opportunities to expand relationships and drive greater adoption of our solutions.
• Implement our client engagement program, gathering feedback and recording all relationship engagement activity in our CRM software.
• Be highly responsive in addressing client needs, leveraging internal support, training, and product resources.
• Monitor and enhance customer satisfaction through specialized feedback mechanisms.
• Track and analyze key performance metrics related to client relationships and revenue growth.
• Demonstrate expert understanding of our software platform and effectively demonstrate its features.

What we're looking for:

• 4 years of proven account management, customer relationship management in B2B technology/software, financial services, and/or pension.
• Overall professional experience of 10 years in related fields
• Excellent interpersonal sales skills with the ability to listen, comprehend, communicate effectively, persuade, and solve problems across all business hierarchies.
• Experience with pension industry practices preferred.
• Proven track record of driving revenue growth and maintaining high CSAT scores.
• Well-developed organizational skills and attention to detail.
• Strong analytical skills and proficiency in Customer Relationship Management (CRM) systems.
• Fast learner with the ability to adapt to new technology and platforms.
• Ability to work collaboratively across teams and departments internally and with our pension clients.
• Demonstrated problem-solving abilities and a proactive approach to financial/pension industry specific challenges.
• Public sector experience preferred.
• College Degree (or equivalent) required.
• Willingness to travel up to 25%.

Compensation and Benefits

• Fulltime / Permanent
• $120,000 – $150,000 per year
• Bonus Potential tied to revenue growth
• 401(k) plan with company match
• Health insurance
• Dental insurance
• Vision insurance
• Company Paid Group Life Insurance
• Company Paid Short and Long-Term Disability
• Voluntary Life Insurance
• Flexible spending account
• Paid time off
• Company Holidays
• Floating Holidays
• Employee assistance program
• Referral program
• Tuition Assistance