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Account Manager

4 months ago

San Bruno, United States Corporate Care Full time
Job Details

Level
Management

Job Location
San Francisco - San Bruno, CA

Remote Type
N/A

Position Type
Full Time

Education Level
4 Year Degree

Salary Range
Undisclosed

Travel Percentage
Up to 25%

Job Shift
Day

Job Category
Sales

Description

The position is responsible formanaging, developing and coordinating resources to support large accounts. Additional accountabilities include, but not limited to: serves as a liaison between company, clients and employees for accounts; schedules jobs and allocates the necessary resources to address the client's request(s); completes billing, payroll and revenue reporting; maintains a consistent flow of communication with clients; consistent and accurate data entry; addresses all clients issues; and monitors quality assurance on all jobs conducted for assigned accounts.

ACCOUNTABILITIES AND RESPONSIBILITIES
  • Manage large accounts; field calls and requests; serve as liaison between company and clients
  • Monitor the status of work being completed
  • Work with Operations Manager and or Director of Operations at different locations on a daily basis to ensure the proper preparation of work orders and scheduling
  • Engage clients in a positive manner via phone and e-mail regarding work performed; build client relationships and maintains client feedback database (CRM)
  • Conduct pre and post walks consistently to monitor the quality of service delivered; quality of service needs to exceed the client's expectations
  • Post addition client notes to CRM
  • Maintain client files; support regional team in handling of appointments and contacts
  • Submit and update client schedule notification letters; invoice clients for services performed
  • Maintain a consistent flow of communication with clients
  • Control the Accounts Receivable and billing for accounts in accordance with procedures
  • Complete billing, payroll and revenue reporting to company standard
  • Administer the proper paper/electronic data flow to and from different locations and accounts and the Central Administrative Offices
  • Communicate issues, concerns and questions to supervisor
EXPECTED RESULTS
  • Effectively manage multiple accounts and efficiently coordinate resources to address client needs
  • Timely and effective response to client needs
  • Consistently monitor clients and make adjustments to ensure AR goals, invoice processing objectives and data entry standards are met
  • Exceptional mitigation of client issues and immediate resolution with on-demand service delivery
  • Continuous maintenance and development of relationships; alignment of efforts within the team
  • Adherence to all policies and procedures
Qualifications

EDUCATIONAL REQUIREMENTS
  • High School Diploma required
  • Associates Degree in Business Administration or related field preferred, Bachelors a plus
EXPERIENCE REQUIREMENTS
  • 5+ years of administrative, customer service, account management and quality assurance required; collaboration with operations and creating solutions experience desired
  • Demonstrated ability to communicate with customers, internal and external
  • Demonstrated ability to manage multiple accounts and support clients with changing priorities
  • Advanced skills in Microsoft Office suite required; CRM knowledge desired
  • Professional personal presentation skills; data entry skills required
  • High level of interpersonal skills to handle sensitive and confidential situations required
  • Ability to handle changing priorities, establish standards and achieve desired objectives required
  • Ability to communicate verbally and in writing to all levels of the company and clients
  • Ability to maintain poise, tact and diplomacy required
  • Ability to adjust scheduled to meet business needs