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Join our award-winning organization UpSwell Marketing, recipient of the Best and Brightest in the Nation award, is currently seeking an Account Support Specialist to join our dynamic team. The Account Support Specialist plays a crucial role in facilitating inbound requests from UpSwell's Marketing Consultant and Account Management teams. They are responsible for supporting the onboarding of new leads and fulfilling requests to assist existing accounts, such as data management and reporting. The assignments may vary based on guidance from the Lead Account Manager and/or Vice President of Client Services & Sales Operations.

Essential Functions

- Complete market analysis reports for new client opportunities, including demographic and list count analysis.

- Generate customer analysis-penetration reports based on client-supplied data.

- Provision telephone tracking numbers and conduct test calls to ensure accurate delivery.

- Manage and organize call tracking numbers in our platform at the request of the Sales and Account Management teams.

- Clean and standardize customer database lists and upload them to the O/E system.

- Facilitate marketing suppression requests and upload suppression lists.

- Perform data entry of additional locations/versions in the O/E system for multi-location opportunities.

- Coordinate the onboarding of customers into our Response Analytics Dashboard by communicating directly with customers and setting up software extraction from their point-of-sale software system.

- Complete manual post-campaign analysis database matching requests.

- Verify and confirm mail delivery as required.

- Facilitate the entry of transactions into the O/E system to facilitate the completion of digital orders.

Requirements

- Ability to complete all assigned tasks promptly and accurately.

- Ability to work independently with minimal oversight, including self-assigning tickets and monitoring the queue.

- Ability to navigate O/E systems and platforms, such as HubSpot, MyUS, and vendor portals.

- Attention to detail and commitment to accuracy.

- Customer/client focus, with a focus on timely ticket completion.

- Technical capacity, including proficiency in navigating HubSpot, MyUS, and vendor portals.

- Communication proficiency.

Other Duties

Please note that this job description is not exhaustive and may not encompass all activities, duties, or responsibilities required of the employee for this role. Duties, responsibilities, and activities may change at any time with or without notice.

Position Type/Expected Hours of Work

The standard work hours for this position are 9:00 a.m. to 5:00 p.m., with a requirement of 40 hours per week for full-time status. Our hybrid office model entails 2-3 in-office days per week, or a schedule reviewed and approved by the VP of Client Services. The first 30 days are required to be in the office.

Required Education and Experience

- High school diploma or GED.

- Minimum of 2 years of experience in a client services or support role.

- Proficiency in Microsoft Office Suite.

We are an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.