Client Manager

UNIT4 Business Software

May 20, 2014

Original postings on the Viatec site are removed after the position is closed, but the posting will be archived here. The original posting was at

Job Category: 
Sales and Marketing
Job Specialization: 
Sales and Business Development
Company Overview: 

UNIT4 Business Software is the North American subsidiary of UNIT4, a $624 million global business software and services company that creates, provides and supports software for Businesses Living IN Change. It offers solutions that help these fast-changing public, private, service and project-based ‘BLINC’ organizations embrace business change - simply, quickly and cost-effectively. 

UNIT4 Agresso, the company’s flagship Enterprise Resource Planning (ERP) suite andUNIT4 Coda Financials, its best-of-class financial management software, are used by 6000+ organizations in more than 100 countries.

Job Summary: 

Client Manager (One-year Maternity Leave)

Job Summary:

As an integral member of the Sales Operations team, the successful candidate will have a meaningful impact on their sales team’s success as it relates to hitting annual sales targets and maintaining happy customers. We are looking for a creative, self-directed, team player with an aptitude for creative problem solving. The ideal candidate has strong communication skills, attention to detail and the ability to learn on the job. They will achieve the position’s goals through the following:

Job Responsibilities:

Customer Client/Partner Management Responsibilities – 50%

  • Account Calls: Conduct regular Account Calls to work toward maintaining and growing UNIT4 Business Software’s recurring revenue, review outstanding issues, AR status, Services’ Projects, Training, Upgrades, etc.
  • Tracking and reporting: Maintain up to date and accurate client management notes within of all activities and customer details.
  • Customer reference status: Monitor and proactively address customer issues with the goal of maintaining customer satisfaction levels.
  • Escalate Customer Concerns: Work closely with Professional Services and Customer Support on any technical or project issues to ensure a quick and appropriate resolution
  • Customer Program Support: Working with the Sales Operations Manager; plan and facilitate activities related to regional forums and customer events as required. Promote User Groups, administer customer rewards program, product training. Support User Conference as required.
  • Account Planning: Collaborate with the assigned Sales Team members on an annual Account Plan and regular account reviews for all managed accounts. (This will include setting sales and support objectives as well as forecasts for all accounts.)
  • Account Review and Coordination: Keep abreast of major account events within the customer base and coordinate reference calls and site visits as required.
  • Partner Management: First point of contact for our key travel industry partner, Sabre Travel Network and coordination and facilitation of periodic and ad hoc meetings with partner team members.

Sales Support/Operations – 40%

  • RFP and Proposal Preparation: Take a lead role in Project Managing RFP and Proposals for the Sales team.
  • Mentoring by Sales Team: Client Managers will receive mentorship from the Sales team and as part of the role will learn through assisting with sales calls, demo preparation, shadowing sales calls, attending sales related debrief sessions and RFP reviews etc. with the goal of developing and expanding their sales skills.
  • Lead Tracking: Assist account Executives with lead tracking and lead development as required.
  • Sales Operations: Support and provide back up for sales operations activities as required ( admin, Qvidian, contracts, license string administration, New Customer Program, and RFP support, etc.)
  • Assist with departmental projects and initiatives as assigned.
  • Develop and maintain strong working relationships across the organization.
  • Maintain up-to-date operational data for regular reporting to internal stakeholders.
  • Other duties as assigned

Marketing Coordination – 10%

Campaign lead for Travel Industry: Liaison with Sabre and act as our first point of contact for joint marketing efforts.  The successful candidate will work closely with the rest of the marketing team and collaborate on the development of tactics including email marketing, social media, PR, content creation as well as liaising with our industry partner.

Skills Required:

  • Customer focused, can-do attitude
  • Positive, results-oriented team player with education or equivalent experience in, sales, marketing and business. 
  • Strong working knowledge of Microsoft Offices suite of products (Word, PowerPoint and Excel.)
  • Technical aptitude for learning new software and tools
  • Strong organizational skills and experience in providing project management
  • Aptitude for sales
  • Experience in proposal writing and preparation of presentations an asset

Position Specifications:

Position Type: This is a one year term maternity leave position. 

Reporting to:   Sales Operations Manager

Supervises:  None

Location:  Victoria, BC

Travel Requirement:  Up to 20%.  Candidates must be able to travel throughout North America.

How To Apply: 

Join us in "embracing change"

Around the world, we look for potential employees - who are confident team players and have an unswerving commitment to excellence in customer service - to help us in our mission to deliver software products and services that enable our customers to cope easily and cost-effectively with changing business needs and operating environments.

At UNIT4, we recognize that our employees are key to our success. We value them highly and take care to select the right kind of people to work with us. Do you have what it takes to help businesses embrace change? We look for UNIT4 team members who:

have a CAN-DO ATTITUDE: Positive, self-starters who rise to the challenge and take personal responsibility for solutions and results

have CUSTOMER EMPATHY: Delivering relevant value to customers by listening, understanding and reflecting back what is heard and providing solutions

are HUMBLE: Respectfully collaborating in the best interest of the customer, company, team and self

Join our team!

Please submit your cover letter and resume online by clicking here and reference job order #2014-70 Client Manager.