Job Title
CRM Sales & Account Manager
Job Summary
The CRM Sales & Account Manager is responsible for selling CRM solutions to new clients while managing and growing existing customer accounts. The role combines business development, consultative sales, and account management, ensuring long-term client satisfaction, retention, and revenue growth.
Key Responsibilities
- Sales & Business Development
- Identify and qualify new leads interested in CRM solutions.
- Present, demonstrate, and sell CRM systems tailored to client business needs.
- Prepare proposals, pricing plans, and contracts.
- Achieve monthly and quarterly sales targets.
- Work closely with marketing and lead generation teams.
Account Management
- Manage assigned client accounts post-sale to ensure successful onboarding and adoption.
- Act as the main point of contact for clients regarding CRM usage and performance.
- Build strong, long-term relationships with decision-makers and stakeholders.
- Upsell and cross-sell additional CRM features, licenses, or services.
- Handle client feedback, issues, and renewal negotiations.
CRM & Reporting
- Maintain accurate records of leads, deals, and accounts within the CRM system.
- Track pipeline performance and client activity.
- Prepare regular sales and account performance reports.
Coordination & Support
- Coordinate with technical, support, and implementation teams to ensure smooth delivery.
- Assist clients in understanding CRM best practices and business value.
- Support affiliate or referral partners (if applicable).
Required Skills & Qualifications
- Proven experience in CRM Sales, Account Management, or SaaS Sales.
- Strong understanding of CRM systems and sales pipelines.
- Excellent communication, negotiation, and presentation skills.
- Ability to manage multiple accounts simultaneously.
- Strong problem-solving and customer-focused mindset.
- Experience working with targets and KPI
- Experience selling CRM or software solutions.
- Background in Marketing, Real Estate, or B2B Sales.
- Knowledge of affiliate marketing or partner sales models
