Sales Account Development Manager

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CeriFi

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

CeriFi is a company focused on professional education and training across various fields, including financial planning, tax and accounting, insurance, financial crimes, and legal education. With brands such as West LegalEdcenter, CheckPoint Learning, Bionic Turtle, Mark Meldrum Financial Planning, Dalton Education, and others under its umbrella, CeriFi offers continuing education and certification programs. The company emphasizes tech and innovation to enhance its educational platforms and services.

📋 Description

• Own renewal conversations across CeriFi's Accounting and Legal product portfolio • Proactively engage former customers and closed-lost opportunities to re-establish relationships and win back business • Manage renewal campaigns and customer outreach through phone, email, and digital engagement • Achieve renewal, retention, and customer growth goals through consultative conversations and exceptional service • Identify whitespace opportunities within existing customer accounts and introduce relevant products and services • Prospect new customers for CPEdge, LegalEdge, and other learning solutions • Partner with Account Managers on larger expansion opportunities • Recommend learning solutions based on customer needs and professional development goals • Build trusted relationships with accounting and legal professionals through proactive outreach and personalized service • Assist customers with product recommendations, enrollment questions, and purchasing decisions • Serve as a resource on CeriFi's education solutions and product offerings • Support inbound sales inquiries when needed • Maintain accurate customer records, opportunities, and forecasting within Salesforce CRM • Use Revenue Grid to manage renewal campaigns, customer sequences, and follow-up activities • Track customer interactions and maintain pipeline visibility for accurate forecasting • Conduct account research and identify future customer engagement opportunities • Collaborate with Sales, Marketing, Customer Success, and Digital teams • Share customer insights to improve sales strategies and product offerings • Expand knowledge of CeriFi's products, services, and served industries • Contribute ideas to improve customer engagement, sales processes, and team performance

🎯 Requirements

• Bachelor's degree preferred or equivalent sales experience • 1–3 years of experience in inside sales, account management, customer success, or business development • Experience managing renewals, customer retention, or account growth is a plus • Excellent communication and relationship-building skills • Consultative selling approach with ability to uncover customer needs and recommend solutions • Experience using Salesforce or another CRM platform • Strong organizational skills and ability to manage multiple customer conversations simultaneously • Comfortable making outbound calls and engaging customers through phone, email, and digital channels • Self-motivated, resilient, and results-oriented with a positive attitude • Passion for learning and helping professionals achieve career goals