All roles

[Remote] Client Account Manager/Sales

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. SWBC is a company focused on providing technology solutions for business success. The role involves strengthening client partnerships through strategic advisement, maintaining secure operations, and identifying growth opportunities.

Responsibilities

  • Build and maintain strong relationships with clients, acting as a trusted advisor. Act as a dedicated advocate for clients within the company, ensuring their needs are met and their voices are heard
  • Provide proactive guidance, anticipating client needs and offering tailored solutions
  • Present solutions in a consultative manner, emphasizing how they address client needs and provide tangible value
  • Collaborate with technical teams to ensure seamless implementation and ongoing support, advocating for the client throughout the process
  • Identify opportunities to expand client relationships by offering additional solutions and services that align with their evolving needs. These solutions will enhance Uptime, Performance, Integration, and Security, ensuring clients remain protected, efficient, and operational at all times
  • Maintain open and transparent communication with clients, providing regular updates and seeking feedback
  • Maintain accurate sales forecasts based on pipeline activity in Autotask. Provide regular updates on sales pipeline and forecast accuracy to sales management
  • Stay informed on industry trends, compliance requirements (HIPAA, cybersecurity), and emerging technologies that impact dental practices

Skills

  • Minimum 1-year of customer service experience
  • Minimum 1-year of Client Advocate or Sales experience
  • Excellent verbal and written communication skills
  • Displays outstanding customer service skills and professionalism
  • Displays excellent problem-solving skills
  • Strong written and verbal communication skills
  • Ability to multitask and manage time efficiently
  • Ability to work independently and on a team
  • Methodical, organized, and detail-oriented work habits
  • Successful completion of pre-employment assessments
  • Successful completion of initial training
  • Professional and friendly demeanor
  • Pays attention and adheres to company policies and procedures
  • Valid driver's license
  • Background check
  • Experience using Autotask

Benefits

  • Benefits - Vision, Medical, and Dental
  • 401K with company match
  • Paid time off
  • Working in the healthcare industry

Company Overview

  • SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. It was founded in 1976, and is headquartered in San Antonio, Texas, USA, with a workforce of 1001-5000 employees. Its website is https://www.swbc.com.
  • Company H1B Sponsorship

  • SWBC has a track record of offering H1B sponsorships, with 4 in 2026, 22 in 2025, 16 in 2024, 9 in 2023, 22 in 2022, 14 in 2021, 11 in 2020. Please note that this does not guarantee sponsorship for this specific role.
  • Apply To This Job

    Related roles

    [Remote] Business Development Representative

    Remote · USA Full-time

    [Remote] Software Engineer, Product

    Remote · USA Full-time

    Customer Experience Associate I

    Remote · USA Full-time

    Junior Market Operations Analyst

    Remote · USA Full-time

    [Remote] Power Platform Developer

    Remote · USA Full-time

    [Remote] Client Experience Associate - Virginia

    Remote · USA Full-time

    Analyst, Digital Shelf Content

    Remote · USA Full-time

    [Remote] Customer Success Associate

    Remote · USA Full-time

    Quality Control Clerk I- 3rd Shift with a 10% Shift Differential in Pay

    Remote · USA Full-time

    [Remote] Remote Recruiter (Freelance / Solo / Independent)

    Remote · USA Full-time

    Experienced Data Entry Associate – Remote Work Opportunity with arenaflex

    Remote · USA Full-time

    Experienced Customer Success Manager – Brazil

    Remote · USA Full-time

    Technical Lead Infrastructure and Operations

    Remote · USA Full-time

    Assistant Community Manager - Cadence Cool Springs in Franklin, TN

    Remote · USA Full-time

    Head of QA

    Remote · USA Full-time

    Claims Special Investigator - III

    Remote · USA Full-time

    Senior Game Designer (Remote) Job at A5 Labs in San Jose

    Remote · USA Full-time

    Experienced Live Chat Support Representative – Deliver Exceptional Customer Experiences in a Remote Setting at arenaflex

    Remote · USA Full-time

    RCM Tech & Data Manager

    Remote · USA Full-time

    Experienced Remote Data Entry Clerk / Typist – Flexible Part-Time or Full-Time Opportunity at arenaflex in Houston

    Remote · USA Full-time