19 Oct
|
Accurate Background
|
Thane
19 Oct
Accurate Background
Thane
When you join Accurate Background, you’re an integral part of making every hire the start of a success story. Your contributions will help us fulfill our mission of advancing the background screening experience through visibility and insights, empowering our clients to make smarter, unbiased decisions.
Job Description:
This role is for CRM team (Account Management)
Growth
• Engage with clients in the $0–$150,000 annual revenue segment to identify program gaps, recommend relevant best practices, and build relationships that support retention and growth.
• Identify upsell, cross-sell, and product expansion opportunities based on client needs, usage patterns, and business objectives.
• Partner with Sales to qualify and advance expansion opportunities.
• Maintain accurate and timely opportunity notes, client health indicators, and next steps in CRM systems.
Client Success & Value Realization
• Understand each client’s business objectives, service expectations, and desired outcomes.
• Increase product adoption by educating clients about relevant Accurate solutions and capabilities.
• Document client goals, risks, product feedback, and opportunities to support proactive account management.
• Coordinate with Customer Service, Account Care, Operations, and Product teams to resolve client issues and achieve positive outcomes.
• Escalate material risks, blockers, and significant expansion opportunities to leadership with clear context and recommend next steps.
Sales Support & Whitespace Development
• Use client conversations, adoption trends, and market signals to prioritize accounts for targeted outreach.
• Execute account engagement campaigns aligned with defined growth priorities.
• Record client interest, expansion signals, and sales-qualified opportunities in the CRM systems.
Cross-Functional Collaboration
• Represent the client’s perspective by sharing actionable feedback with Product, Operations, Client Service, and leadership.
• Establish transparent ownership and accou
📌 Coordinator, Account Care (Thane)
🏢 Accurate Background
📍 Thane