Technical Account Manager

$80,000 - $90,000/Yr

Csa Travel Protection - San Diego, CA

posted about 1 month ago

Full-time - Mid Level
Remote - San Diego, CA

About the position

The Technical Account Manager serves as the primary interface between CSA Travel Protection and its partners in the Vacation Rental Software sector. This role is crucial for managing relationships, product integration, and partner management, ensuring mutual benefits for both CSA and its partners. The position involves collaboration with various internal teams and requires occasional travel to maintain and develop partnerships.

Responsibilities

  • Assist National Sales Manager in maintenance and development of existing and new relationships with the VR Software accounts
  • Work with the software companies to effectively market CSA product offerings to partners
  • Work with National Account Executives to sign new partners with CSA
  • Responsible for maintaining knowledge about assigned accounts and ensuring that client information is accurate across the Company
  • Help manage the online presentation of insurance within the VR software companies platform, booking engine, and websites
  • Maintain services and cultivate the client relationship and work to expand new relationships within existing clients
  • Track account interaction in CSA's CRM system
  • Provide single point of contact for account personnel, take ownership of any account issue quickly
  • In-person visits to assigned accounts as required
  • Assist National Account Executive with implementation of new account acquisitions
  • Understand in depth the existing and potential markets and customers
  • Build and maintain relationships with partners
  • Draft and sign new software partner agreements
  • Influence client decisions by open dialogue and trainings tailored to the needs of the client and their current business environment
  • Analyze account sales results, detect trends and track results. Communicate report and develop plan with National Sales Manager based on this analysis
  • Work to increase CSA Travel Protection's market share within territory's existing account base
  • Effectively challenge the client to think strategically about solutions for their business challenges that result in additional product and services
  • Sales calls on the phone and in-person will be required
  • Obtain knowledge of competitor's services/products and counters with enhanced products, processes or expert advice
  • Ensure the achievement of revenue target goals through meeting account conversion, product sales, account retention, new ideas for improvement, etc.
  • Responsible for maintaining knowledge about all assigned accounts and ensuring that organization wide client information is accurate
  • Maintain an up to date understanding of industry trends, activities, technical developments and global events that affect markets

Requirements

  • Minimum 3 years of proven sales and/or account management experience in products and services required
  • Must have previous work experience in travel insurance and/or online travel agencies
  • Experience with API's and XML interfaces between systems preferred
  • Proven track record of client advocacy and upselling existing customer/client accounts
  • Insurance industry experience preferred
  • Experience in the Vacation Rental Industry is desired
  • Strong written and verbal communication skills
  • Excellent computer skills including fluency in the Microsoft Office suite
  • Fluency in Microsoft Dynamics a plus
  • Strong business acumen, with the ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to interpret product information and identify additional opportunities for client revenue within existing accounts
  • Ability to effectively communicate information and respond to questions from groups of managers, clients, and additional parties as needed
  • Capable of working efficiently both independently and within a team environment with changing priorities
  • Ability to develop and maintain positive, constructive working relationships with others
  • Technical quality assurance skills a plus

Nice-to-haves

  • Bachelor's degree in business management or related field is preferred

Benefits

  • A diverse, inclusive, professional work environment
  • Flexible work schedules
  • Company match on 401(k)
  • Competitive Paid Time Off policy
  • Generous Employer contribution for health, dental and vision insurance
  • Company paid short term and long term disability insurance
  • Paid Maternity and Paternity Leave
  • Tuition reimbursement
  • Company paid life insurance
  • Employee Assistance program
  • Wellness programs
  • Fun employee and company events
  • Discounts on travel insurance
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service