Client Account Manager

• Attain sales quota by creating and executing a business plan that effectively demonstrates strategies to exceed revenue goals and expand Velosio’s value.
• Proactively uncover cross-sell and upsell opportunities with assigned clients and drive those opportunities to a successful close.
• Maintain and respond to opportunities generated from digital marketing or phone campaigns, website traffic, networking events, and webinars, etc.
• Ability to assist clients with creating their technology roadmap to maximize their investment.
• Transition clients from on premise solutions to cloud solutions as well as working with our clients to explore the entire Microsoft suite of products.
• Position clients to move from traditional Dynamics applications to D365 BC and F&O as well as up-sell existing products: new users, modules, licensing changes, etc.
• Liaise between clients, ISV Partners, and internal team members to ensure accurate and timely coordination of all open items during sales cycles including engagement letters and related product services, licensing, and pricing information.
• Educate clients on business and technology trends, providing new perspectives and ideas on the solutions Velosio offers and how they could directly impact the client’s businesses.
• Drive client attendance at events & webinars and ensure maximum benefits achieved post-event by providing accurate and timely follow-up.
• Partner with the Marketing team to create content for upcoming events, webinars, newsletters, client success stories, client video testimonials, case studies, and industry/client specific white papers, etc.
• Participate in client onboarding, project kick-off meetings, and client lifecycle activities.
• Provide accurate and timely sales pipeline updates for existing client sales activities, which includes updating internal CRM system daily.

• 5+ years’ experience in technology consulting sales with proven success selling into an existing client base. ERP/CRM sales experience preferred.
• Proven success in proactively uncovering opportunities with existing clients.
• Demonstrated capability to solution-sell and value-sell.
• Bachelor’s degree in business, information systems, accounting or equivalent.
• Excellent presentation and communication skills targeted to effectively present information to C-level executives.
• Excellent organizational skills, attention to quality, self-motivation, and a desire to succeed.
• Desire to create a company-wide culture of client success, engagement, and loyalty.
• Ability to work independently while being managed remotely.
• Comfortable with participating in and communicating with virtual teams.

At Velosio, YOU MATTER.

Due to our proven commitment to delivering an exemplary employee experience, Velosio was awarded Best Company Culture and Best Company for Women by Comparably in 2023, 2022 and 2021, in addition to Best Company for Career Growth, Best Perks & Benefits, and Best Leadership Team by Comparably in 2022 and 2023!

Access the following link to see why 100% of current Velosio team members feel their company is invested in their career growth, 99% of current Velosio employees feel their manager cares about them as a person, and 99% of current Velosio team members look forward to interacting with their coworkers every day:

https://www.comparably.com/companies/velosio

At Velosio, YOUR WELLNESS MATTERS.

We know one size doesn't fit all, which is why we offer a comprehensive benefits package that allows our team members to create a personalized plan best suited for their unique needs, including:

• 3 Medical Insurance options with a company contribution to HSA
• 3 Dental Insurance options including adult orthodontics
• 3 Vision Insurance options
• Unlimited PTO!
• Remote working environment
• 401k Match 50% of the first 6%
• StayWell Program – a cash reimbursement up to $600 a year toward Wellness
• Quarterly Incentive Program