SMB Customer Account Manager

Why UKG: At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. Thatu2019s what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, youu2019ll get flexibility thatu2019s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work mattersu2014and so do you. About the Team: Our Mid-Market Sales Team is dedicated to driving growth within our customer base of SMB and Strategic customers. This team focuses on prospecting across all verticals, leveraging deep industry knowledge and strong customer relationships to sell our full suite of products and services. By attending industry events, conducting business reviews, and running strategic sales campaigns, the team ensures our customers receive tailored solutions that address their unique needs and challenges. About the Role: We are seeking a dynamic and strategic Customer Account Manager to join our team. In this role, you will work closely with our SMB and Strategic customers to drive sales growth through upselling and cross-selling our products and modules. You will leverage your deep understanding of the customeru2019s industry and pain points to provide tailored solutions and support. This role involves establishing and maintaining positive customer relationships through regular interactions, attending industry events, and conducting business reviews. You will also develop strategic sales campaigns, identify sales opportunities, and create proposals for HCM and Payroll solutions. Additionally, you will collaborate with internal teams to ensure customer satisfaction, monitor account health, and maintain accurate data in our CRM system. Key Responsibilities: u2022 Customer Relationship Management: Establish and maintain positive relationships with customers through regular face-to-face interactions, including attendance at industry events, trade shows, and conferences. u2022 Industry Expertise: Proactively research and develop expertise in the customeru2019s industry to advise and support customers on best practices and service expansion. u2022 Sales Campaigns: Develop and maintain a u201cgreenspaceu201d heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts. u2022 Sales Proposals: Identify sales opportunities and develop proposals for HCM and Payroll solutions aligned with customer needs. u2022 Product Knowledge: Maintain a thorough understanding of our products and capabilities, incorporating technical advances in presentations to end users. u2022 Account Planning: Develop and maintain Annual Account Plans and Relationship Maps for each assigned account in collaboration with internal stakeholders. u2022 Relationship Building: Build strong relationships with business decision-makers across accounts by leveraging sales management teams, executive sponsors, and in-person meetings. u2022 Customer Experience: Ensure positive customer experiences through existing relationships and conduct at least one annual business review covering adoption, support, and roadmap content. u2022 Customer Engagement: Increase customer engagement by driving attendance at events and collaborating with Field Marketing and Customer Marketing teams. u2022 Account Monitoring: Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams to improve customer satisfaction. u2022 Data Management: Maintain accurate account contacts and sentiment in SFDC, including a rolling 4-quarter pipeline, and engage with marketing-qualified leads within 24 hours. About You: Basic Qualifications: u2022 2+ years successful experience in account management, sales, customer success, ERM or a related field, with a demonstrated ability to meet or exceed sales quotas. u2022 OR 1+ years experience in Customer relations and/or business to business sales experience of selling products and/or providing service to a broad customer/prospect base. u2022 Minimum of 1 year experience in the technology/software industries u2022 Ability to travel for face-to-face customer interactions and industry events. Preferred Qualifications: u2022 Excellent communication and interpersonal skills. u2022 Proficient in Salesforce u2022 Thrives in a quick-turn, high-paced environment u2022 Ability to prioritize and multi-task while maintaining sharp attention to detail with well-developed organizational skills u2022 Possess strong verbal and written communication skills u2022 Ability to articulate the value proposition of our product offering u2022 Bachelor's degree or equivalent practical experience. u2022 Experience in digital advertising, consultative sales, digital media sales, business development, online media environment, or digital marketing role u2022 Experience optimizing and troubleshooting products or services. Travel + 50% Company Overview: UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry u2014 because great organizations know their workforce is their competitive edge. Learn more at . Equal Opportunity Employer: UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories. View The EEO Know Your Rights poster. ( UKG participates in E-Verify. View the E-Verify posters here (. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Disability Accommodation in the Application and Interview Process: For individuals with disabilities that need additional assistance at any point in the application and interview process, please email . Pay Transparency: The base salary range for this position is $90,000 annually; however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for commissions and restricted stock unit awards as part of total compensation. Information about UKGu2019s comprehensive benefits can be reviewed on our careers site at NOTICE ON HIRING SCAMS UKG will never ask you for a copy of your driveru2019s license, social security card, or passport during a job interview. For new hires, we do not ask for payment for equipment purchase, cost for training, or to receive onboarding documents. UKG does not make job offers outside of our formal hiring process. To help protect yourself against potential hiring scams, learn more about our formal hiring process, outlined here (. ABOUT OUR JOB DESCRIPTIONS All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.

Created: 2025-10-10