26 Oct
|
ExperiencePoint
|
Calgary
26 Oct
ExperiencePoint
Calgary
ABOUT EXPERIENCEPOINT
ExperiencePoint (EP) is a world-leading innovation capability-building company. We help organizations build the skills and conditions for innovation to thrive and become self-sustained. Our proven system is outcome-focused and delivers lasting business results. We immerse companies in an approach that puts customers and their needs at the heart of everything they do, empowering their people to be confident and creative problem solvers. Our method is simple, swift, and scalable, which is why we've been trusted by over half of the Fortune 100 for more than 25 years.
ABOUT THE ROLE
We're looking for a driven and relationship focused Account Manager to grow the ExperiencePoint business by owning a portfolio of client accounts. You will serve as our client's main point of contact, deeply understand their goals, and ensure they get everything they need to succeed with our workshops and achieve real business impact. In this role, you'll own a sales target and partner closely with your Team Lead, collaborating across Sales, Marketing, and Product to build lasting relationships and retain and grow existing accounts in ways that serve our clients, strengthen our business, and advance our mission.
WHAT YOU'LL DO
- Own and execute on the account strategy for your portfolio
- Meet or exceed your revenue target
- Retain and grow your existing accounts through value-driven engagement and proactive problem-solving
- Serve your clients end to end, from onboarding and delivery through to renewal
- Achieve an NPS of +90 or higher with your clients and maintain the EP standard of responsiveness
- Develop your account management craft and grow your career at EP
General Responsibilities:
- Serve as the main point of contact for your accounts
- Deeply understand each account's business, strategic goals, and pain points to deliver tailored value
- Be your clients' advocate and ensure that their feedback is heard and acted upon
- Develop and execute client-specific retention plans, including risk identification and proactive outreach ahead of contract renewals or rebooking of repeat programs
- Lead annual business reviews showcasing relationship outcomes, ROI, and long-term roadmaps
- Come prepared for weekly 1-1s with your Team Lead to discuss progress on targets and initiatives
- Prepare and present a Quarterly Business Review to the EP team at the onset of each quarter; this includes a strategic plan for account growth & pipeline development
- Share best practices, lessons learned and success stories with other sales team members to support everyone's growth and development
- Leverage and update engaging "success plays", email templates, and meeting frameworks to help streamline Sales and Customer Experience activities
- Work with the Product, Marketing, and Sales Teams to champion customer insights and stories
- Support Marketing to develop customer stories, case studies, and client references
- Meet administrative responsibilities, including timely updating of Simple, Salesforce and other platforms the team uses
Sales Responsibilities:
- Meet or exceed your sales target by maintaining and serving your accounts, reviewing historical programs, building relationships, and optimizing growth opportunities
- Create and maintain a sales pipeline to maintain and work towards quota over-achievement
- Collaborate with your Team Lead and the VP, Sales to build and execute on your specific account strategies
- Proactively present workshops or new offerings that align with your accounts' goals
- Work with clients to develop sales proposals, pricing strategies, and program positioning in support of our GTM efforts
- Establish regular communication cadences with clients (quarterly, biannual or annual check-ins)
- Update Salesforce opportunities minimum 1x per week in order to establish a reliable forecast for your business; report on forecast number & chance status via weekly forecast meeting
- Follow best practices as prescribed in the sales playbook(s)
- Together with your Team Lead, lead contract renewal negotiations and collaborate internally to address any issues or barriers to success
Client Experience Responsibilities:
- Ensure all session-related tasks are completed for each client workshop (Sales-to-Fulfillment handoff)
- Maintain relationships and coordinate logistics with clients' Program Coordinators under your accounts
- Follow up with clients the following day with the NPS survey and record survey results from clients (when necessary)
- Develop creative strategies to increase client engagement and produce EP advocates
- Lead bi-annual Account Reviews to help demonstrate impact (utilization rates, facilitator rates, NPS, stories)
- Dr
📌 Account Manager (Calgary)
🏢 ExperiencePoint
📍 Calgary