Customer Account Manager 2

Role Overview

UKG is seeking a Customer Account Manager for the Mid-Market Sales Team, focused on driving growth within the company’s SMB and Strategic customer base. The role combines account management and consultative selling to drive upsell and cross-sell across UKG’s products and modules.

Responsibilities

• Customer Relationship Management: Build and maintain strong relationships through regular in-person interactions, including industry events, trade shows, and conferences.
• Industry Expertise: Research the customer’s industry and use insights to advise customers on best practices and service expansion.
• Sales Campaigns: Develop and run strategic campaigns to grow pipeline and bookings, including maintaining a “greenspace” heatmap.
• Sales Proposals: Identify opportunities and create proposals for HCM and Payroll solutions aligned to customer needs.
• Product Knowledge: Maintain thorough understanding of UKG products; incorporate technical advances into end-user presentations.
• Account Planning: Maintain Annual Account Plans and Relationship Maps with internal stakeholders.
• Relationship Building: Partner with sales management teams, executive sponsors, and leverage in-person meetings to influence business decision-makers.
• Customer Experience: Conduct at least one annual business review covering adoption, support, and roadmap.
• Customer Engagement: Increase engagement by driving attendance at events and collaborating with Field Marketing and Customer Marketing.
• Account Monitoring: Monitor account health, identify risks, and collaborate on Save Plans to protect/expand satisfaction.
• Data Management: Keep accurate account/contact/sentiment data in SFDC, maintain a rolling 4-quarter pipeline, and engage with marketing-qualified leads within 24 hours.

Requirements

Basic Qualifications

• 2+ years of experience in account management, sales, customer success, ERM, or a related field
• Demonstrated ability to meet or exceed sales quotas

Additional Qualifications

• The posting is truncated after “OR 1+ years experience i…”, so further requirements are not visible.