Account Manager Team Lead

4 weeks ago


Rochester, United States Equity Experts Full time $60,000 - $65,000
Job DescriptionJob Description

Equity Experts is a local, hyper-growing company looking to add a driven and professional Account Manager to help lead our client service department and drive growth with existing clients.

The person will work with clients who have questions, concerns, or require information about the services provided by Equity Experts and provide solutions that fit those individualized situations while prioritizing the customers' needs at each step. T


This team member will also serve as the interface between the client services department and the sales team at Equity Experts. By developing and nurturing long-term relationships with a portfolio of clients, the person will liaise between the clients and cross-functional internal teams to ensure the timely and successful delivery of our solutions to the client's needs. While managing and developing client accounts, a successful Account Manager / Customer Service Specialist will be able to initiate and maintain favorable relationships with clients and grow their portfolio, as well as grow the portfolios of other members of the department through their leadership.


Benefits

Annual Base Salary + Bonus Opportunities

Dental insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Vision insurance

Schedule

Day shift

Monday to Friday

Supplemental pay types

Bonus pay

Simple IRA matching


Responsibilities
  • Maintain a positive, empathetic, and professional attitude toward customers at all times
  • Respond promptly to customer inquiries
  • Keep records of customer interactions, comments, and complaints
  • Accountable for client operational items
  • Client retention
  • Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis
  • Liaise between the clients and internal sales, marketing, and relations teams
  • Responsible for working with the sales team to onboard and integrate new clients and developing existing client relationships
  • Resolving complaints and preventing additional issues by improving processes
  • Flexible schedule that will support occasional client calls until 10 pm to serve our West Coast clients.

Requirements

Education

  • Bachelor's Degree in a related field

Experience

  • 3+ years experience in customer service leadership
  • Familiarity with condo/HOA management is a plus
  • Previous experience in a law office, title agency, property management, etc. is a bonus

Skills

  • Ability to build rapport and collaborate with others within the company and externally
  • Excellent time and project management skills, including leading a team
  • Exceptional verbal and written communication skills
  • Adaptability and strong problem-solving skills
  • Ability to stay calm and supportive and view all customer interactions as an opportunity


  • Rochester, New York, United States Transcat Full time

    Position Overview:About Us:Transcat is a forward-thinking and expanding organization recognized as a premier provider of calibration and compliance services across North America and beyond. With a workforce exceeding 1,000 professionals in various fields such as technical, consulting, operational, sales, finance, and corporate roles, we have consistently...

  • Accounting Manager

    2 days ago


    Rochester, New York, United States Insero Talent Solutions Full time

    Job OverviewInsero Talent Solutions is partnering with a leading transportation company to recruit a seasoned Accounting Manager.The Chief Financial Officer is seeking a highly skilled and motivated professional to oversee the finance department, manage financial reporting, and drive process improvements.Key ResponsibilitiesOversee accounting, accounts...


  • Rochester, United States Team Ronco Incorporated Full time

    Position: Strategic Account Manager - HealthcareLocation:Rochester , NYJob Id: 356-2314# of Openings: 1Are you outgoing and enjoy meeting new people? Do you like technology and enjoy helping people solve problems? What if you could help people unlock their organization's potential for increased productivity by improving communication? What if you could...

  • Sales Team Lead

    5 days ago


    Rochester, Minnesota, United States Trinity Exteriors, Inc. Full time

    Job OverviewTrinity Exteriors, Inc. is seeking a highly motivated and experienced Sales Team Lead to join our team. As a Sales Team Lead, you will be responsible for building, training, and managing the productivity of our sales team, ensuring that everyone is focused on delivering exceptional customer experiences.Key ResponsibilitiesTeam Management: Manage...


  • Rochester, New York, United States Allied CPAs, PC Full time

    LEAD FINANCIAL ACCOUNTANTAs a Lead Financial Accountant, you will be expected to possess strong interpersonal, communication, and project management abilities. Your role will involve enhancing operational efficiencies within the Accounting Department while mentoring junior staff in their workflow processes.Continuous personal and professional development is...

  • Assistant Manager

    5 days ago


    Rochester, New York, United States Wegmans Food Markets Full time

    About the Role:We are seeking a motivated and passionate leader to join our Pizza Department team at Wegmans Food Markets. As an Assistant Manager - Team Lead, you will play a key role in driving sales growth, improving customer satisfaction, and developing a high-performing team.Key Responsibilities:Merchandising and Visual Presentation: Focus on...

  • **Assistant Manager

    5 days ago


    Rochester, New York, United States Little Caesars Full time

    About Little CaesarsWe are a leading pizza chain in the United States, known for our high-quality products and excellent customer service. We are committed to providing a positive and supportive work environment for our employees.Job SummaryWe are seeking an energetic and motivated Assistant Manager to join our team at our Rochester location. As an Assistant...


  • Rochester, United States Sanhua International Full time

    Job DescriptionJob DescriptionSanhua Automotive is looking for an Account Manager to join our team in our Auburn Hills office. The ideal candidate comes with 3-5 years of experience in account management and sales for an automotive component supplier. They posses a strong understanding of the fundamentals of the automotive industry sales process experience...

  • Team Lead

    5 days ago


    Rochester, New York, United States Ann Summers Full time

    About the Role:The Department Manager will lead the toy department as if it were their own business, driving commercial wins and creating a phenomenal success.Key Responsibilities:Lead the toy department, creating a WOW factor through mind-blowing visual merchandising, world-class service, and faultless product knowledge.Make the most of trade reports and...

  • Team Lead

    5 days ago


    Rochester, Minnesota, United States People's Food Co-op Full time

    Job Summary:We are seeking a highly skilled and experienced professional to join our team as a Team Lead at People's Food Co-op. As a key member of our Front End department, you will be responsible for ensuring the smooth operation of our store, providing exceptional customer service, and leading a team of staff to achieve our goals.Key...

  • Restaurant Team Lead

    2 months ago


    Rochester, United States Chick-fil-A Greece Full time

    Job DescriptionJob DescriptionThank you for your interest at a great career opportunity with Chick-fil-A. Here, you are taking the first step towards a very rewarding career. Every job at Chick-fil-A will prepare you to be the best you can be. That is our promise to you.Here at chick-fil-A, you’ll have the opportunity to work closely with a highly...

  • Restaurant Team Lead

    3 months ago


    Rochester, United States Chick-fil-A Greece Full time

    Job DescriptionJob DescriptionThank you for your interest at a great career opportunity with Chick-fil-A. Here, you are taking the first step towards a very rewarding career. Every job at Chick-fil-A will prepare you to be the best you can be. That is our promise to you.Here at chick-fil-A, you’ll have the opportunity to work closely with a highly...


  • Rochester, New York, United States Paychex Full time

    Position Overview:The Senior Financial Accountant plays a crucial role in maintaining the accuracy and reliability of our corporate financial reports. Reporting to the Corporate Accounting Manager, this position is responsible for executing month-end closing activities, which include the preparation of journal entries and performing account reconciliations....


  • Rochester, United States Allied CPAs, PC Full time

    Position Overview:The role of a Senior Accountant is pivotal within the Accounting Department, requiring exceptional interpersonal, communication, and project management capabilities. This position emphasizes the importance of operational efficiencies while mentoring junior staff in their workflow processes. Continuous personal and professional development...


  • Rochester, United States Allied CPAs, PC Full time

    Position OverviewThe role of a Senior Accountant involves a comprehensive understanding of accounting principles and practices. This position requires strong interpersonal, communication, and project management abilities. Senior Accountants are tasked with enhancing operational efficiencies within the Accounting Department while mentoring junior staff...


  • Rochester, United States Allied CPAs, PC Full time

    Position Overview:As a Senior Accountant, you will play a pivotal role in the Accounting Department, leveraging your expertise to enhance operational efficiencies and mentor junior team members in their workflows. This position is designed for individuals seeking to grow both personally and professionally within the organization.Management and Reporting...

  • Accounting Manager

    1 week ago


    Rochester, New York, United States Jobot Full time

    Position: Financial ControllerCompany Overview:We are a leading breast clinic in the United States, committed to delivering exceptional breast imaging technology and patient care since 1975. As a recognized authority in breast imaging and cancer diagnosis, we provide outstanding benefits, promote work-life balance, and offer numerous opportunities for...

  • Account Manager

    3 months ago


    Rochester, United States Matt Kechely - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:Matt Kechely Insurance Agency Inc is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As an Account Manager, your knowledge of insurance products and industry trends equips you to communicate directly with clients,...


  • Rochester, United States Allied CPAs, PC Full time

    Position OverviewThe Senior Accountant plays a crucial role in the Accounting Department, requiring exceptional interpersonal, communication, and project management capabilities. This position is designed for individuals who can enhance operational efficiencies while mentoring junior staff members in their workflow processes. Continuous personal and...


  • Rochester, New York, United States Transcat Full time

    Position Overview:About Us:Transcat is a vibrant and forward-thinking organization recognized as a premier provider of calibration and compliance services across North America and beyond. With a workforce exceeding 1,000 professionals in various roles including technical, consulting, operational, sales, finance, and corporate, we have consistently upheld our...