Account Advisor

Job description

Who we are: CINC (part of the WITCO family) is the #1 Real Estate CRM and website provider in North America for elite real estate agents. CINC was founded in 2011 and we are based in Marietta, GA. Our robust solution is a complete CRM platform that allows real estate professionals to seamlessly manage & nurture their clients and grow their business. We are seeking a relationship-driven Account Advisor to support and grow our existing client base. This role focuses on building long-term partnerships, driving customer value, and identifying opportunities for expansion within assigned accounts. The ideal candidate is proactifve, consultative, and deeply invested in client success—able to align solutions to evolving business needs while delivering a seamless customer experience. In this role you will: Serve as the primary point of contact and trusted advisor for a portfolio of existing clients Build strong, long-term relationships by understanding client goals, priorities, and success metrics Drive account growth through renewals, upsell, and cross-sell opportunities Conduct regular business reviews to demonstrate value, share insights, and identify new opportunities Partner with clients to ensure successful adoption and utilization of solutions Collaborate with customer success, support, product, and sales teams to resolve issues and enhance the client experience Monitor account health, proactively addressing risks and identifying opportunities for retention Maintain accurate account plans, forecasts, and CRM data Qualifications : 3–7+ years of experience in account management, customer success, or SaaS sales Proven track record of retaining and growing client relationships Strong consultative skills with the ability to identify client needs and align solutions accordingly Experience managing a portfolio of accounts with revenue responsibility Familiarity with CRM tools (e.g., Salesforce) and customer success platforms Highly organized with strong attention to detail and follow-through Key Competencies : Relationship management and customer advocacy Strategic account planning Problem solving and proactive communication Collaboration and cross-functional influence Time management and working towards goals What Success Looks Like : High customer retention rates Consistent growth within assigned accounts Strong client satisfaction and engagement Early identification and mitigation of churn risk Trusted advisor status with key stakeholders What we offer: Great product with a strong client base Team environment Opportunities for advancement and development Continuing Education Benefits Fitness reimbursement Comprehensive and rich benefit plans, matching 401K CINC is a values-driven organization. We offer a vibrant, team-oriented culture, comprehensive benefits and we love to help our teammates. At CINC, we celebrate and support our differences. We listen, we care, and we serve. CINC is proud to be an equal opportunity workplace.