Account Manager

Job summary

The Account Manager will oversee client onboarding, manage database integrations, and serve as the primary point of contact for new and existing clients. They are responsible for conducting training sessions, preparing performance reports, and proactively identifying opportunities for process improvement.

Job details

Optimy.ai is seeking a dynamic and organized individual to join our team as an Account Manager. In this role, you will play a crucial part in managing client accounts, coordinating projects, and ensuring the success of our e-commerce platform. The ideal candidate will have a passion for e-commerce, strong communication skills, and the ability to thrive in a fast-paced environment. About Optimy.ai, a Division of Kognitive Tech Inc. Kognitive Tech Inc., founded in 2006, is a Sales Tech company dedicated to helping clients increase revenue and deliver exceptional customer service. Our eCommerce division, Optimy.ai, offers a sales automation platform that combines AI efficiency with human expertise to streamline customer engagement, reduce follow-up time, and improve lead-to-sale conversions. By balancing automation with personal interaction, Optimy.ai helps businesses minimize costs, maximize results, and provide customers with the seamless experience they deserve. Responsibilities: As a pivotal member of the Customer Success team, you'll cultivate and nurture relationships with both new and existing clients to facilitate seamless onboarding and ensure their sustained success. Take ownership of client onboarding processes, ensuring a smooth transition by overseeing timely tech setup within client parameters, which includes database integration and providing scripts to website developers. Spearhead and participate in all introductory calls with new clients, serving as a primary point of contact to address queries and set clear expectations. Craft personalized onboarding plans in collaboration with clients, guiding them through the process and aligning goals for mutual success. Collaborate closely with all stakeholders to orchestrate effective training sessions for both clients and sales representatives, ensuring comprehensive understanding and continuous adaptation to evolving needs. Prepare and deliver comprehensive reports to clients, offering insights, influencing action, and providing valuable perspectives to drive informed decisions. Participate in quarterly reviews with dealer groups, actively engaging in discussions to address concerns and explore opportunities for improvement. Provide exceptional customer service to all stakeholders, offering prompt responses to inquiries and proactively addressing any client issues or concerns. Demonstrate a deep understanding of clients' unique challenges, actively investigating team requirements, identifying potential issues, and proposing innovative solutions to enhance client experience. Display a passion for process improvement, system optimization, and product enhancement, proactively identifying areas for enhancement and recommending actionable solutions to elevate product performance and customer satisfaction. Compensation: $55,000 - $60,000 plus commissions Proven customer support experience as a Client Service Representative. Fluency in French is an asset. Demonstrated proficiency in effective phone communication and exceptional active listening skills. Proficiency with CRM systems and practices. Customer-focused mindset and adaptability to effectively respond to diverse customer needs and preferences, leveraging strong communication and problem-solving skills. Excellent communication and presentation skills. Proficiency in multitasking, prioritization, and effective time management. Demonstrated experience thriving in an Agile, fast-paced environment. Enthusiastic about learning and embracing new technologies. Capable of leveraging your expertise to contribute meaningfully to your team, actively participating in refining best practices. Possess strong independent work ethic and self-motivation, exhibiting proactive initiative. Leading-edge technology that delivers amazing results. Competitive compensation that rewards strong performance. Extensive sales training and mentorship to get your foot in the door with software sales and/or level up your sales skills! Accelerated path for career progression - Optimy is just hitting its stride, and the early employees will benefit with lots of opportunities to progress within the organization. We thank all applicants for their interest, but only those selected for an interview will be contacted. Kognitive Sales Solutions is an equal opportunity employer, if you need any type of accommodation, please let us know. Our hiring process may involve AI-assisted screening for keywords and minimum qualifications, and AI-supported analysis of one-way interview responses. All results are reviewed by our recruitment team, who make all hiring decisions.

What you’ll do

The Account Manager will oversee client onboarding, manage database integrations, and serve as the primary point of contact for new and existing clients. They are responsible for conducting training sessions, preparing performance reports, and proactively identifying opportunities for process improvement.

Requirements

Candidates should have proven experience in customer support or client service roles and proficiency with CRM systems. Strong communication, active listening, and the ability to thrive in a fast-paced, Agile environment are essential.

Benefits

• Sales training • Mentorship • Career progression opportunities

Listed skills

• Time management · Preferred
• Client Onboarding · Preferred
• Problem solving · Preferred
• Account Management · Preferred
• Communication · Preferred
• Multitasking · Preferred
• CRM Systems · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account management
• Customer success
• Client onboarding
• CRM systems
• Communication
• Active listening
• Presentation skills
• Time management
• Multitasking
• Problem-solving
• Sales automation
• Process improvement
• Agile methodology
• Database integration
• Software Sales
• Customer Success Management
• System Optimization
• Client Onboarding
• Strong Work Ethic
• Self-Motivation
• Active Listening
• Adaptability
• Agile Methodology
• Artificial Intelligence
• Automation
• Customer Support
• Customer Relationship Management
• Customer Service
• Customer Engagement
• E-Commerce Management
• Sales
• French Language
• Innovation
• Problem Solving
• Mentorship
• Presentations
• Project Coordination
• Sales Training
• Time Management
• Process Improvement
• Balancing (Ledger/Billing)
• Prioritization
• Enthusiasm

Job areas

• Customer Service & Support
• Sales
• Software
• Technology
• Management & Leadership
• Account Manager
• Account Manager (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products