Client Services Account Manager

2 weeks ago


Minneapolis, United States Radius Global Solutions Full time

Position Title: Client Services Account Manager Home Department: Client Services

Reports To: VP of Client Services/Director of Client Services Location: Corporate Sites/Remote

FLSA Class: Exempt, Full-time Revision Date: 3/18/19

Summary

The Client Services Account Manager provides support to key clients and serves as the point of contact for company/client interactions

Essential Functions

  • Responsible for the management of multiple client accounts
  • Serve as main point of contact for clients
  • Analyze call center trends as they relate to the client engagement
  • Participate in the new client onboarding process with clients and internal business units
  • Maintain weekly/monthly productivity reports and consult with each client to achieve performance goals and maximize revenue and profitability along with Operations
  • Coordinate client related requests and enhancements with all internal business units
  • Produce and/or coordinate all client reporting
  • Participate in client related meetings and conference calls
  • Conduct monthly business review and satisfaction survey with client to ensure proper forecast of new business, staffing requirements, and overall client satisfaction
  • Refer potential sales opportunities of the client to Sales and assist as needed in the sales process
  • Participate in RFP response process where needed
  • Participate in client training as required
  • Partner with Accounting to verify and authorize client invoices
  • Meet required criteria for work schedules and adhere to attendance policies as outlined in the Employee Handbook and site policies and procedures
  • Maintain knowledge, understanding, and compliance with all federal, state, and local laws and regulations within functional area and with Company policies and procedures
  • Adhere to the practices outlined in the Information Security Management System

Non-Essential Functions

  • Perform other duties as assigned

Supervisory Responsibilities/Accountabilities

  • This position may or may not have Supervisory Responsibilities/Accountabilities

Requirements

  • High School Diploma or GED certificate, Bachelor's degree preferred
  • Display independent judgment in planning, analysis, and decision-making
  • Adept at using computer office productivity software, Microsoft Office products, and various Windows operating systems
  • Three years minimum account management experience with proven track record of managing multiple accounts preferred
  • Demonstrated understanding of account contracts, reports, and internal profit and loss statements and possess ability to analyze reports and understand overall impact to the client
  • Must be flexible to meet operational and client timelines and requirements
  • Positive attitude, detail-oriented and highly motivated, coupled with excellent documentation skills
  • Ability to effectively prioritize and manage resources to meet the needs of multiple concurrent projects
  • Excellent customer service skills, including strong problem solving and negotiating skills, interpersonal, written, and oral communication skills. Ability to listen, communicate (written and verbal). Ability to professionally communicate and interact effectively with all levels of internal and external customers
  • Ability to work independently, self-starter, energetic, demonstrate good common sense, ethical and sound judgment
  • Must adhere to all Company, Client and Consumer confidentiality and security policies and procedures

Working Conditions

Work is generally performed within an indoor office environment utilizing standard office equipment

Physical Requirements

While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to use hands to finger, handle or feel; and reach with hands and arms. Extensive use of keyboards and computers

Position Type/Expected Hours of Work
Some flexibility in hours allowed, but must be available during the department's scheduled hours and guidelines. Full-time employees must maintain continuous full-time employment status

The position description lists the primary functions and requirements of the role, and is not all-inclusive. Other responsibilities may be assigned at any time with or without notice. The position description is subject to change to meet the needs of the business. Reasonable accommodations will be available to assist employees with disabilities to perform the essential functions of the position, unless doing so would create an undue hardship for the Company.

Radius Global Solutions, LLC is an Equal Opportunity Employer

EEO/Veteran/Disabled



  • Minneapolis, Minnesota, United States Radius Global Solutions Full time

    Position Title: Client Services Account Manager Home Department: Client Services Reports To: VP of Client Services/Director of Client Services Location: Corporate Sites/Remote FLSA Class: Exempt, Full-time Revision Date: 3/18/19 SummaryThe Client Services Account Manager provides support to key clients and serves as the point of contact for company/client...


  • Minneapolis, Minnesota, United States Radius Global Solutions Full time

    Position Title: Client Services Account Manager Home Department: Client Services Reports To: VP of Client Services/Director of Client Services Location: Corporate Sites/Remote FLSA Class: Exempt, Full-time Revision Date: 3/18/19 SummaryThe Client Services Account Manager provides support to key clients and serves as the point of contact for company/client...


  • Minneapolis, United States Radius Global Solutions Full time

    Position Title: Client Services Account Manager Home Department: Client Services Reports To: VP of Client Services/Director of Client Services Location: Corporate Sites/Remote FLSA Class: Exempt, Full-time ...


  • Minneapolis, Minnesota, United States DCM Services, LLC Full time

    DescriptionWho are we?DCM Services provides specialized receivable solutions to our clients. Our culture is what sets us apart from other competitors in the industry. We're committed to hiring a diverse workforce to contribute to driving our organization forward. Diversity drives creativity, new ideas, innovation, and industry excellence. We also stress the...


  • Minneapolis, Minnesota, United States DCM Services, LLC Full time

    DescriptionWho are we?DCM Services provides specialized receivable solutions to our clients. Our culture is what sets us apart from other competitors in the industry. We're committed to hiring a diverse workforce to contribute to driving our organization forward. Diversity drives creativity, new ideas, innovation, and industry excellence. We also stress the...


  • Minneapolis, United States Collective Measures Full time

    Job Description Job Description Salary: _JOB DUTIES: Primary responsibility for assigned client relationship, overseeing client communication, timelines, deliverables and reporting, with a particular focus on large enterprise client types or multi-faceted clients Lead or participate in client periodic planning, strategy and review meetings Prepare existing...


  • Minneapolis, United States The Ladders Full time

    _JOB DUTIES: Primary responsibility for assigned client relationship, overseeing client communication, timelines, deliverables and reporting, with a particular focus on large enterprise client types or multi-faceted clients Lead or participate in client periodic planning, strategy and review meetings Prepare existing client proposals and SOWs with minimal...


  • Minneapolis, United States Allied National Services Full time

    Allied National Services has an immediate need for a Customer Service Account Manager at our corporate office. We are looking for reliable, up-beat, assertive candidates who likes to take on significant responsibility for customer satisfaction. This position coordinates vendor services via the phone and responds to customer service requests over the...


  • Minneapolis, United States Allied National Services Full time

    Allied National Services has an immediate need for a Customer Service Account Manager at our corporate office. We are looking for reliable, up-beat, assertive candidates who likes to take on significant responsibility for customer satisfaction. This position coordinates vendor services via the phone and responds to customer service requests over the...


  • Minneapolis, United States Collective Measures Full time

    Job DescriptionJob DescriptionSalary: _JOB DUTIES:Primary responsibility for assigned client relationship, overseeing client communication, timelines, deliverables and reporting, with a particular focus on large enterprise client types or multi-faceted clientsLead or participate in client periodic planning, strategy and review meetingsPrepare existing client...


  • Minneapolis, United States Collective Measures Full time

    Job DescriptionJob DescriptionSalary: _JOB DUTIES:Primary responsibility for assigned client relationship, overseeing client communication, timelines, deliverables and reporting, with a particular focus on large enterprise client types or multi-faceted clientsLead or participate in client periodic planning, strategy and review meetingsPrepare existing client...


  • Minneapolis, United States Community Medical Services Full time

    Overview: Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a professional, pleasant, and trauma-informed manner. The Client Services...


  • Minneapolis, United States Ascensus Full time

    Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Account Executive...


  • Minneapolis, United States Moody Full time

    * Req #: 25833BR * Location: New York, NY, US | Remote | Omaha, NE, US * Full-Time **Imagine what we can INSPIRE with you** Moodys empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together. Moodys (NYSE: MCO) is a global integrated risk...


  • Minneapolis, United States Moody Full time

    * Req #: 25833BR * Location: New York, NY, US | Remote | Omaha, NE, US * Full-Time **Imagine what we can INSPIRE with you** Moodys empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together. Moodys (NYSE: MCO) is a global integrated risk...


  • Minneapolis, United States Fairview Health Services Full time

    Overview Provide leadership to ensure value delivery to Infusion or Pharmacy Business Office (FHI-PBO) customers, including internal business units and external customers. Develop, implement, ensure, and evaluate FHI-PBO metrics/benchmarks to demonstrate achievement, monitor effectiveness and report results. Coordinate day-to-day workloads of department...


  • Minneapolis, United States Fairview Health Services Full time

    Overview Provide leadership to ensure value delivery to Infusion or Pharmacy Business Office (FHI-PBO) customers, including internal business units and external customers. Develop, implement, ensure, and evaluate FHI-PBO metrics/benchmarks to demonstrate achievement, monitor effectiveness and report results. Coordinate day-to-day workloads of department...


  • Minneapolis, United States Quad Full time

    The Director Client Services is responsible for directing the Client Services team(s) to ensure work meets client expectations, grow business across the platform within existing key accounts and serve as key client contact for all projects and initiatives that are awarded.  The Director Client Services will be responsible for providing on-site leadership...


  • Minneapolis, United States Copeland Buhl Full time

    Job DescriptionJob DescriptionDescription:Copeland Buhl & Company PLLP is looking to add a Tax Manager to our firm. At Copeland Buhl, one of the Midwest’s leading accounting and advisory services firms, we offer the comprehensive expertise of a market leader—while never losing sight of the things the people we serve appreciate most. With little staff...


  • Minneapolis, United States Copeland Buhl Full time

    Job DescriptionJob DescriptionDescription:Copeland Buhl & Company PLLP is looking to add a Tax Manager to our firm. At Copeland Buhl, one of the Midwest’s leading accounting and advisory services firms, we offer the comprehensive expertise of a market leader—while never losing sight of the things the people we serve appreciate most. With little staff...