Sales Account Manager

Role Overview

The Account Manager is responsible for acquiring new clients, managing ongoing client relationships, and driving revenue growth. This role owns the full client lifecycle—prospecting, onboarding, retention, upselling, and expansion. The Account Manager ensures clients receive exceptional service and remain long-term partners of the company.

Key Responsibilities

1. New Business Acquisition - Identify, prospect, and close new clients through outbound calls, email, WhatsApp, LinkedIn, and networking. - Convert inbound & outbound leads into paying clients with fast turnaround. - Call leads and convert potential leads into clients. - Conduct discovery calls, pitch services, and prepare proposals. - Maintain a strong monthly pipeline with accurate revenue forecasting. - Achieve monthly targets for new revenue and new client signings.

1. Client Relationship Management - Serve as the primary point of contact for all assigned clients. - Build strong, long-term relationships to increase retention and loyalty. - Conduct regular follow-up calls, performance reviews, and check-ins. - Resolve client issues quickly by coordinating with the operations team. - Maintain a 90%+ client satisfaction score.

2. Account Growth & Upselling - Identify opportunities to upsell services, upgrade plans, or add additional resources. - Track account growth and ensure quarter-over-quarter revenue expansion. - Manage renewals and proactively prevent cancellations.

3. Onboarding New Clients - Oversee the full onboarding process from signing to kickoff. - Set clear expectations and timelines for client deliverables. - Introduce clients to the operations team and ensure smooth transition. - Monitor first 30 days closely to secure long-term retention.

4. Reporting & CRM Management - Maintain daily CRM entries: notes, follow-ups, tasks, next steps. - Provide weekly summary reports including pipeline, revenue, retention, and churn risk. - Track KPIs and performance metrics accurately. - Maintain 100% data hygiene in CRM.

5. Internal Collaboration - Work with Operations Manager to ensure timely delivery and issue resolution. - Coordinate with recruitment for new VA placements. - Provide client feedback for product and service improvements. - Support marketing with insights on lead quality and conversion trends.

6. Brand Representation - Represent the company professionally across all communication channels. - Attend events, networking sessions, and industry meetups to generate new opportunities. - Uphold company values and service standards in every client interaction.

Job Requirements Education & Experience -

Minimum 2–5 years experience in sales, account management, business development, or client facing roles. - Proven experience hitting revenue and acquisition targets.

• Experience with service-based businesses, agencies, real estate teams, or offshore operations is an asset.

Skills & Competencies

• Strong communication skills (verbal & written).

• High-level negotiation and closing ability. - Relationship-building mindset with strong follow-up discipline.

• Problem-solving and conflict resolution skills.

• Ability to manage multiple accounts simultaneously.

• Proficiency in CRM tools (HubSpot, Salesforce, Zoho, etc.)

• Strong organizational and time-management abilities. Performance Traits - Revenue-driven, target-focused approach.

• High accountability and ownership.

• Fast-paced execution.

• Strong attention to detail.

• Professional presentation.

Key KPIs - Monthly New Revenue Target - Net New Accounts Signed - Client Retention Rate - Upsell Revenue / Account Growth - Close Rate (%) - Client Satisfaction Score - Onboarding Completion Timeline - Follow-Up & CRM Compliance

Job Type: Full-time

Work Location: In person