[Remote] Client Account Manager/Sales

Note: The job is a remote job and is open to candidates in USA. SWBC is a company focused on providing technology solutions for business success. The role involves strengthening client partnerships through strategic advisement, maintaining secure operations, and identifying growth opportunities.ResponsibilitiesBuild and maintain strong relationships with clients, acting as a trusted advisor. Act as a dedicated advocate for clients within the company, ensuring their needs are met and their voices are heardProvide proactive guidance, anticipating client needs and offering tailored solutionsPresent solutions in a consultative manner, emphasizing how they address client needs and provide tangible valueCollaborate with technical teams to ensure seamless implementation and ongoing support, advocating for the client throughout the processIdentify opportunities to expand client relationships by offering additional solutions and services that align with their evolving needs. These solutions will enhance Uptime, Performance, Integration, and Security, ensuring clients remain protected, efficient, and operational at all timesMaintain open and transparent communication with clients, providing regular updates and seeking feedbackMaintain accurate sales forecasts based on pipeline activity in Autotask. Provide regular updates on sales pipeline and forecast accuracy to sales managementStay informed on industry trends, compliance requirements (HIPAA, cybersecurity), and emerging technologies that impact dental practicesSkillsMinimum 1-year of customer service experienceMinimum 1-year of Client Advocate or Sales experienceExcellent verbal and written communication skillsDisplays outstanding customer service skills and professionalismDisplays excellent problem-solving skillsStrong written and verbal communication skillsAbility to multitask and manage time efficientlyAbility to work independently and on a teamMethodical, organized, and detail-oriented work habitsSuccessful completion of pre-employment assessmentsSuccessful completion of initial trainingProfessional and friendly demeanorPays attention and adheres to company policies and proceduresValid driver's licenseBackground checkExperience using AutotaskBenefitsBenefits - Vision, Medical, and Dental401K with company matchPaid time offWorking in the healthcare industryCompany OverviewSWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. It was founded in 1976, and is headquartered in San Antonio, Texas, USA, with a workforce of 1001-5000 employees. Its website is https://www.swbc.com.Company H1B SponsorshipSWBC has a track record of offering H1B sponsorships, with 22 in 2025, 16 in 2024, 9 in 2023, 22 in 2022, 14 in 2021, 11 in 2020. Please note that this does not guarantee sponsorship for this specific role.



Apply Now