Client Account Manager

About the position:

Velosio is looking for a Client Account Manager to be an integral member of the Sales Team. 

As a Client Account Manager at Velosio, you will be responsible for generating significant growth within the Velosio client base with a focus on client retention, satisfaction, and cross-selling. The CAM role is to strategically focus on their assigned clients to drive revenue growth. This includes the sale of Velosio Solutions, Cloud Solutions, Products & Professional Services. Sales are developed through building relationships, direct sales, account planning, and marketing activities using a structured team sales methodology. #LI-Re

Remote

Your day might look like:

• 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. 

What you'll bring:

• 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. 

Who we are:

At Velosio, we focus on what matters most - our people. We are a value-driven organization committed to delivering outstanding employee experience to all our team members.  

Velosio’s years of experience with business applications translate to a deep bench of tenured team members with competency across enterprise resource management (ERP), customer relationship management (CRM), and cloud services. 

We have earned recognition from Microsoft as a top 1% performing partner worldwide and an emerging NetSuite leader. We have strategic independent software vendor (ISV) partnerships and a portfolio of solution and service offerings to accelerate what is next for business. 

Our mission is to enable clients to realize business value faster, simplify the process of deploying technology, acquire deeper data-driven insights, and explore ongoing innovation to drive business forward. We support the entire Microsoft Dynamics portfolio, Office 365 family and Azure services. Velosio is the only Microsoft Cloud Distributor that specializes in Dynamics 365 and is a prominent Microsoft Master VAR. Headquartered in Columbus, Ohio, Velosio’s 400 employees serve over 4,000 clients. 

Beyond our expertise, as a Velosio team member, you can leverage the Velosio award winning culture - a network of top-notch peers, day-to-day flexibility, career development resources and the largest incentive opportunities in the industry. 

Some reasons you might like working with us:

At Velosio, YOU MATTER.

Due to our proven commitment to delivering an exemplary employee experience, Velosio was awarded Top Company Outlook by Comparably in 2022 and Best Company Culture, Best Company for Diversity, Best CEO, and Best Company for Women by Comparably in 2021.

Access the following link to see why 99% of current Velosio team members say that they look forward to interacting with their team every day, 96% of team members report Velosio as a positive workplace environment, and 91% of team members are happy with their work-life balance: 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

• PTO with added time with each year of service

• 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