Intermediate Customer Account Manager

Jobtailor

📍 calgary, ab, Canada

Full-time Other-General

Job Description

  • Proactively engage with a large portfolio of accounts to ensure they are receiving value from Clio
  • Willingly takes on additional projects beyond general scope of work balancing with expected case/opportunity outputs
  • Directly impact important KPIs such as proactive churn prevention, adoption, expansion, customer retention, plus various project deliverables
  • Re‑engage customers with Clio usage through your understanding of the product, customer personas and the value available to our customers
  • Recognize, act upon, and convert revenue opportunities
  • Excels at objection‑handling
  • Minimizes discounts by selling the value of the product, specific to client workflows/needs
  • Manage and retain incoming lifecycle opportunities such as refunds and escalations
  • Navigates and de‑escalates challenging customer issues including and not limited to refund and churn conversations
  • Share feedback with the Product organi...
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