Account Manager

The Account Manager – Customer Growth & Retention plays a dual role:

• Manage and grow assigned active accounts to ensure long-term satisfaction and continuous value.
• Proactively re-engage existing customers who have not purchased in 60 days, identifying new opportunities to provide value through device lifecycle services, accessories, MDM, and support solutions.

This role is ideal for someone who thrives in both relationship management and outbound customer engagement. You will be responsible for deepening customer partnerships, uncovering new needs, and driving incremental revenue through upselling and cross-selling.

• Serve as the primary point of contact for assigned customers following initial onboarding.
• Build trusted relationships with client stakeholders and ensure ConnectUs continues to meet or exceed expectations.
• Conduct quarterly business reviews (QBRs) and regular check-ins to align solutions with evolving client goals.
• Monitor service performance, SLAs, and client satisfaction to ensure continued success.

• Identify new revenue opportunities within existing accounts, including MDM services, accessories, buyback programs, and enhanced lifecycle support.
• Collaborate with internal sales and operations teams to prepare quotes, renewals, and proposals.
• Track upsell and cross-sell performance metrics and report on monthly growth outcomes.
• Support annual planning, budget cycles, and device refresh discussions to position ConnectUs for continued expansion within each client.

• Maintain a proactive outreach list of 10–20 existing customers who have not purchased within 60 days.
• Conduct personalized outreach to re-engage these customers, share relevant service updates, and present new offerings.
• Identify reasons for inactivity and propose tailored solutions that address current pain points or budget considerations.
• Document all interactions and next steps in CRM (Copper/HubSpot) for visibility and accountability.

• Oversee the performance of ConnectUs services across fulfillment, help desk, and repair workflows.
• Act as a client advocate and escalation point, ensuring issues are resolved promptly with cross-functional support.
• Coordinate with internal teams to ensure accuracy in asset tracking, device lifecycle management, and reporting.

• Provide regular reports on account activity, growth opportunities, and re-engagement progress.
• Analyze trends in order volume, service usage, and renewal likelihood to inform targeted outreach strategies.
• Deliver insights that help customers reduce costs and optimize device operations.

• Proven ability to build trust and grow relationships with existing customers.
• Strong sense of ownership, accountability, and results orientation.
• Excellent communication and listening skills with a proactive approach.
• Comfort with outbound outreach and re-engagement activities.
• Organized, data-driven, and adept at using CRM tools.
• Passionate about helping customers succeed while achieving measurable revenue impact.

• Revenue growth from existing accounts
• Number of dormant accounts reactivated
• Upsell and cross-sell conversion rates
• Customer satisfaction (NPS, QBR feedback)
• Responsiveness and retention rate