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Account Specialist
3 months ago
Responsibilities
- Manage and maintain client accounts using CRM software to ensure high levels of satisfaction and retention.
- Perform data entry tasks to keep client information accurate and up-to-date.
- Assist clients with inquiries, resolve issues, and provide problem-solving support to enhance their experience.
- Generate reports using Microsoft Excel to track account activity and performance metrics
- Collaborate with sales and marketing teams to facilitate client onboarding and promotional initiatives.
- Prepare and deliver presentations on account status and service offerings to clients and internal stakeholders.
- Utilize QuickBooks to assist in billing inquiries and financial records management.
- Support the team in administrative tasks and contribute to a positive work environment.
Requirements
- High school diploma or equivalent; further education in business or hospitality is a plus.
- 3-8 years of experience in a similar role within the hospitality industry.
- Proficient in QuickBooks, Microsoft Excel, and CRM software.
- Strong customer service skills with the ability to communicate effectively with diverse clients.
- Excellent time management and organizational skills, with attention to detail.
- Ability to work well in a team-oriented environment and collaborate with various departments.
- Demonstrated problem-solving abilities and proactive approach to challenges.
- Presentation skills to effectively convey information to clients and team members.