Account Manager

Account Management Responsibilities

• Manage and nurture relationships with existing clients.
• Act as the primary point of contact for customer communication.
• Understand client business goals and identify growth opportunities.
• Ensure customer satisfaction and timely issue resolution.
• Conduct regular business reviews and account health checks.
• Drive account renewals, upselling, and cross-selling opportunities.
• Coordinate with internal teams to ensure successful project delivery.
• Maintain CRM records and prepare account reports.

Pre-Sales Responsibilities

• Understand customer requirements and business challenges.
• Conduct discovery calls and requirement-gathering sessions.
• Prepare proposals, presentations, and solution documents.
• Work closely with technical teams to design suitable solutions.
• Deliver product demonstrations and client presentations.
• Respond to RFPs, RFIs, and tender documents.
• Estimate project scope, effort, timelines, and pricing.
• Support the sales team during negotiations and deal closures.

Key Skills Required

• Client Relationship Management
• Solution Selling
• Business Analysis
• Proposal Writing
• Presentation & Communication Skills
• Negotiation & Stakeholder Management
• CRM Tools (HubSpot, Salesforce, Zoho, etc.)
• IT Services/Product Knowledge

Key KPIs

• Customer Retention Rate
• Account Revenue Growth
• Upsell/Cross-sell Revenue
• Customer Satisfaction (CSAT)
• Proposal-to-Win Ratio
• Deal Closure Rate
• Renewal Success Rate
• Client Meeting and Engagement Metrics

Role Summary

An Account Manager cum Pre-Sales Manager is responsible for managing client relationships, identifying business opportunities, understanding customer requirements, proposing suitable solutions, and supporting the sales team in converting opportunities into successful deals while ensuring long-term customer satisfaction and revenue growth.