CRM Account Manager

Company : Solera
Location : Doylestown, PA, 18901
Posted Date : 15 September 2025
Job Type : Other
Category : Sales
Occupation : Account Manager
Job Details
Account Manager
The Account Manager will be responsible for driving profitable net growth via retention and growth of CRM customers. They will uncover and understand customer goals and challenges and establish appropriate CRM products as the best solutions available. The Account Manager must be able to influence customers' buying behavior by conducting impactful discovery calls and reviews, delivering product demos that meet customer expectations, and addressing the customer's pains/gains.
What You'll Do
Essential Responsibilities and Duties:
- Utilize Salesforce.com to manage tight, organized sales processes with quality operational performance.
- Conduct in-person and virtual meetings with assigned accounts in accordance with the Account Management plan to conduct business reviews, educate customers on product functionality, and generate upsell and cross-sell opportunities.
- Set up and conduct demo presentations.
- Negotiate software pricing and create customer quotes.
- Work collaboratively with legal, finance, and operations to streamline changes to customer accounts (renewals, migrations, upgrades, etc.).
- Escalate issues in accordance with company policy.
- Present the value proposition of CRM in accordance with standard procedures.
- Respond to all emails and voicemails in a professional, timely manner.
- Set up and host demo presentations, negotiate, and close add-on sales opportunities.
- Meet and surpass quantitative and qualitative goals, perform Quarterly Business Reviews (QBRs), and complete other vital sales process activities.
- Manage time effectively, meet personal goals, and work efficiently with other members of the sales team.
- Align with CRM Direct leadership to develop messaging, standardized presentations, and sales processes for CRM business success.
What You'll Bring
Qualifications:
- Education: Bachelor's degree in Business Administration, Marketing, or Communication preferred, or an equivalent combination of work experience and education.
- Experience: 1+ years of sales/account management experience, preferably in B2B.
Knowledge/Skills/Abilities:
- Sales experience with a high-tech company is strongly preferred.
- Requires 70% travel.
- Strong presence and experience in cultivating the current account base.
- Demonstrated ability to present software and solutions over the phone is strongly preferred.
- Proficient with corporate productivity and web presentation tools.
- Experience working with Salesforce.com or similar CRM.
- Excellent verbal and written communication skills.
- Strong listening and presentation skills.
- Ability to multitask, prioritize, and manage time effectively.
- Self-driven, results-oriented, with a positive outlook and a focus on quality.
- Knowledge of Microsoft Office, including Outlook, Excel, and PowerPoint.
EQUAL OPPORTUNITY EMPLOYER SOLERA HOLDINGS, INC., AND ITS US SUBSIDIARIES (TOGETHER, SOLERA) IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE FIRM'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.
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