Account Associate

Summary

Join Coalfire as an Account Associate and support the sales process for recurring revenue by renewing and upselling accounts. You will cultivate strong internal partnerships, manage Salesforce for opportunity documentation and reporting, and monitor expiring agreements to ensure customer retention. Responsibilities include customer communication, meeting sales metrics, handling inquiries, expanding client relationships, developing statements of work, and maintaining organized account information. You will also collaborate with internal teams and build industry knowledge. This role requires strong organizational skills, excellent communication, and proficiency with sales tools. Coalfire offers a flexible work model, competitive perks, and benefits such as paid parental leave, flexible time off, and training reimbursement.

Requirements

• Possesses strong organizational skills to keep sales cycles on track
• Thrives in an extremely fluid, fast-paced environment
• Excellent spoken and written communication skills
• Motivated self-starter prepared to handle high volume of renewal opportunities, email communications and telephone calls
• Proficiency with sales tools such as Salesforce and Microsoft Office suite
• Bachelor’s degree (four-year college or university) or equivalent combination of education and work experience

Responsibilities

• Manage Salesforce to document customer opportunities and their activity, and to generate reports to manage and prioritize renewal accounts
• Work closely with assigned service line to manage all renewals in assigned accounts throughout the complete sales cycle
• Monitors the funnel of expiring agreements, executes actions in timely manner to ensure the continuation of assigned customers on renewals agreements
• Responsible for meeting defined sales performance metrics, quota, renewal/upsell pipeline, maintain accurate forecasting
• Efficiently handles customer and partner inquiries related to quotes, pricing, up-selling and reinstatement of renewals contracts
• Expand Coalfire’s relationship by addressing broader client security needs through additional Coalfire service sales
• Develop and deliver accurate and high-quality statements of work for all Coalfire service sales
• Maintain and communicate an organized understanding of your accounts, opportunities, and day-to-day activities
• Cultivate strong internal working relationship with legal, order management and finance
• Build your knowledge of your clients’ and Coalfire’s industry
• Proposal support including development and processing of the proposals
• Travel only as requested by Leadership (less than 10%)

Preferred Qualifications

1 year of experience with renewals or account management in a B2B sales environment

Benefits

• Flexible work model
• Paid parental leave
• Flexible time off
• Certification and training reimbursement
• Digital mental health and wellbeing support membership
• Comprehensive insurance options