
Account Manager (IT Solutions)- EST Shift
- India
- Permanent
- Full-time
- Track and manage customer and referral partner leads, process commissions.
- Prepare initial drafts of RFP responses (under guidance).
- Maintain CRM: update deals, contacts, milestones, contracts, dashboards, and client tags.
- Support DocuSign processes for NDAs, MSAs, SOWs, and PSAs.
- Handle Direct Sourcing (DS) leads and follow up on payments.
- Create and manage SharePoint client folder templates.
- Maintain and audit HubSpot contact records.
- Schedule and manage QAR/AAR meetings; coordinate internally and send reminders.
- Prepare for QARs by collecting PM inputs and updating CRM/BloomGrowth with key outcomes.
- Maintain clean MOMs from meetings (via
- Support client gifting logistics (DOBs, addresses, office/remote status).
- Monitor hours for maintenance projects and assist with timesheet collection.
- Notify clients of India holidays.
- Manage and map reviews, testimonials, and case studies to relevant services.
- Track opportunities for new client reviews and testimonials.
- Assist in creating and updating case studies (initiate during QARs; use AI for contract checks).
- Maintain accurate and approved logos by industry for web and presentations.
- Clean and update HubSpot and ensure clients are subscribed to newsletters.
- Maintain and update sales collateral, master company deck, and KPI dashboards.