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Pre-Sales Engineer

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

3+ years of account management experience, Experience in SaaS or HCM industry, Proficiency in CRM software and MS Office, Familiarity with HR tech solutions is a plus, Detail-oriented and highly organized.

Key responsabilities:

  • Manage client accounts and communications
  • Understand client needs and deliver solutions
  • Identify upsell and cross-sell opportunities
  • Monitor account performance and prepare reports
  • Collaborate with internal teams for seamless delivery
Helios Labs logo
Helios Labs Financial Services Startup https://www.helios.eco/
11 - 50 Employees
See more Helios Labs offers

Job description

The Account Manager will be responsible for managing and nurturing client relationships within Helios.  This role involves deeply understanding client needs, providing tailored solutions, and identifying opportunities for account growth. The Account Manager will serve as a trusted advisor to clients, ensuring satisfaction, retention, and expansion of our services. 

Key Responsibilities:

  • Client Relationship Management:
    • Manage a portfolio of client accounts, acting as the main point of contact for client communications and relationship management.
    • Build and maintain strong, long-lasting client relationships to foster loyalty and retention.
  • Needs Analysis and Solution Delivery:
    • Understand client needs and business objectives to provide tailored HR tech solutions that address specific requirements.
    • Present product enhancements, updates, and new features to clients, ensuring they derive maximum value from our services.
  • Account Growth:
    • Identify and pursue upsell and cross-sell opportunities within existing accounts to drive account growth and increase revenue.
    • Develop and execute strategic account plans to expand our footprint within client organizations.
  • Performance Monitoring and Reporting:
    • Monitor account performance, usage metrics, and satisfaction levels, preparing regular reports and insights for clients and internal stakeholders.
    • Conduct regular account reviews with clients to discuss performance, address concerns, and outline future opportunities.
  • Collaboration and Coordination:
    • Collaborate with internal teams, including Product, Marketing, Customer Support, and Implementation, to ensure seamless delivery of services and solutions to clients.
    • Act as a client advocate internally, conveying client feedback and requirements to drive product and service improvements.
  • Client Training and Support:
    • Provide ongoing training and support to clients, ensuring they are well-equipped to utilize our solutions effectively.
    • Address and resolve client issues and concerns promptly, escalating when necessary to ensure client satisfaction.

Qualifications:

  • Experience:
    • 3+ years of experience in account management, preferably within the SaaS or HCM industry.
    • Proven track record of managing and growing client accounts in a B2B environment.
  • Skills and Abilities:
    • Strong client relationship management skills, with a focus on client satisfaction and retention.
    • Excellent communication, presentation, and negotiation skills.
    • Effective problem-solving abilities and a proactive approach to addressing client needs.
    • Ability to manage multiple accounts and priorities in a fast-paced environment.
  • Technical Proficiency:
    • Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office suite.
    • Familiarity with HR tech solutions, global payments, and payroll processes is a plus.
  • Attributes:
    • Highly organized, detail-oriented, and able to manage time effectively.
    • Strong analytical skills with the ability to interpret data and make data-driven decisions.
    • Team player with the ability to collaborate effectively across departments.

Preferred Qualifications:

  • Experience working in a high-growth, fast-paced startup environment.
  • Knowledge of global payment systems and payroll processes.
  • Multilingual abilities, particularly in languages relevant to key markets.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Problem Solving
  • Analytical Skills
  • Time Management
  • Verbal Communication Skills

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