Account Manager

SofTrek Corporation ( has an immediate opening for an Account Manager to join its Client Success team. SofTrek develops and markets ClearView CRM, fundraising software that helps nonprofits grow relationships with constituents and raise money. SofTrek is a growing company that has worked with major national nonprofits for more than 30 years and occupies a trusted position in the marketplace.


Job Summary

SofTrek Account Managers oversee a portfolio of nonprofit clients, providing guidance and expanding client solutions. You will be responsible for

  • educating the client on SofTrek products; completing high level technical support; communicating clearly with clients and internal SofTrek teams;
  • collaborating on conversion, customization, and implementation projects; and maintaining excellent client relationships.
Key Responsibilities
  • Educate, support, and communicate to all clients in your designated portfolio maintaining relationships to maximize desired outcomes for the clients and to increase client satisfaction and retention.
  • Act as point of contact for all communications between clients and SofTrek internal resources.
  • Identify opportunities and gather requirements to improve our products, processes, and programs to better meet client needs and communicating those opportunities to a broad internal audience.
  • Maintain and update all client contact information for use across departments.
  • Test and approve all custom work prior to deployment on client databases.
  • Gain client confidence with the ClearView product and increase usage over time.
  • Use internal tools to gather key performance indicators and report on metrics and trends on account portfolio.
  • Maintain client awareness of release notes, free webinars, conferences, billable services offered, training programs, and latest software releases.
  • Provide tier 1 & 2 help desk and technical support.
  • Ensure the latest upgrades are in place for each client.
  • Work collaboratively with other Account Managers to ensure coverage of all client portfolios.
The ideal candidate will also possess the following:
  • Excellent customer service skills.
  • Strong written and verbal communication and presentation skills.
  • Ability to learn new tools and software quickly.
  • Willingness to discuss project estimates with clients.
  • Highly organized and well spoken.
  • Natural curiosity and problem-solving skills.
  • Ability to multi-task and strong time and project management skills.
  • Ability to work independently, as well as on a team, with little direction.
  • Driven, focused and passionate about seeing our clients, and our Company, succeed.
  • Ability to stay calm under pressure, respond to customer needs quickly and effectively.

Reports to Director of Client Success
Supervised by Client Solutions Manager/Account Management Lead
Wage Type: Non-exempt


How to apply

If interested, contact Alec Meyer at This email address is being protected from spambots. You need JavaScript enabled to view it.. Please don't call. We will make contact with everyone who responds--that's a promise.

We are unable to sponsor H-1B candidates at this time