Account Manager

Palo Alto, CA, United States

Williams Lea is hiring for an Account Manager for our Palo Alto location to work Monday to Friday 8:00 am to 5:00 pm! Salary: $85,000-$90,000 Williams Lea is the leading global provider of skilled business-critical support services to financial, legal and professional services firms. Sound good so far? Then this is the perfect position for you and you are just the individual that we are looking for! The Job: The individual’s primary responsibility will be to communicate a vision for how Williams Lea best serves our clients across single or multiple service offerings, and who empowers and enables their team to bring that vision to life. The role focuses on executing service delivery, delivering operational excellence, implementing optimized cost to serve models, applying continuous improvement initiatives, and team growth and development. Oversee contracted operation(s) to ensure needs of the contract and client are met while addressing needs of employees

Manage relationships with clients by ensuring a high level of customer satisfaction

Establish, execute, and sustain quality service delivery through standard operating procedures, account planning, and achieving agreed-upon metrics and goals to ensure client satisfaction and exceptional employee performance

Drive continuous improvement; keep client and manager informed of significant and potential issues, and communicate proposed solutions or processes that will avoid future or other potential issues; resolve issues escalated by the client

Responsible for employee lifecycle of direct and indirect reports including, but not limited to interviewing and hiring; onboarding and induction; on-the-job training; professional learning, development, and growth; performance management including reviews and goal setting; talent management including succession planning for key roles; off-boarding management

Ensure direct and indirect reports understand and are compliant with company and client policies, service level agreements (SLAs) and expected quality of work, utilizing corrective action when necessary

Engage in regular and consistent communication with employees, hold regular team meetings and individual (1:1) meetings to ensure open lines of communication for company and client information, as well as to discuss clear expectations, performance and progress against goals and development

Manage staffing and workflow volumes; use workflow management system to justify headcount based on work volumes and allocate staffing resources by shift or service line accordingly

Review monthly P&L and submit necessary changes to financial analyst

Review all labor allocations; manage over-time and time-off to avoid non-billable charges

Create and distribute monthly invoice, ensuring it meets contractual requirements

Participate in the budget process; ensure all operational processes are managed to timeline and budget

Create and present monthly Client Service Review (CSR); reflect on data presented and be prepared to discuss ideas for process improvement and benefits to the client to support informed decision-making

Solicit feedback from clients (client outreach) regularly

Foster cross-training and a sense of team work to optimize client service delivery

Educate clients regarding Williams Lea services already providing and those available through strong sense of the client’s business and the impact our services may have on their success

Identify opportunities for account growth, new services, resolutions to client challenges through communication with clients/end-users – escalate opportunities to manager

Participate or lead due diligence, implementation (people, process, technology) for new business within client account; participate as needed on other new client accounts.

Be able to lift up-to 50 lbs. on a regular basis.

Adhere to Williams Lea policies in addition to client site policies

The Experience: Over 5 years’ experience and a proven track record of being a recognized leader and manager of people in a customer service intensive environment

Demonstrated record implementing solutions that have permanently resolved poor contract performance or difficult situations

Excellent client service skills with a service-minded approach towards the client

Proven experience in the delivery and management of complex multi-service solutions for clients

Minimum of two years of successful financial management; understanding of how day-to-day and strategic decisions impact P&L

Manage staff allocation through optimized scheduling and cross-training and through fostering a strong sense of teamwork

The Package: Private Medical Insurance, Life Insurance/Life Assurance, Company Pension, Corporate Eye Care, Personal Accident and Company Sick Pay. Additional benefits such as Dental Insurance, Childcare Vouchers, Gym Membership, Charity Donations, Employee Offers, Retail Vouchers and Season Ticket Loan are offered at a discount on a salary sacrifice basis. You will also have the opportunity to work for a global employer; and dedicated to offering each and every employee an enjoyable, challenging and rewarding career with future career development prospects. The Company values the differences that a diverse workforce brings to the organization and will not discriminate because of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (which includes color, nationality and ethnic or national origins), religion or belief, sex or sexual orientation (each of these being a “protected characteristic” in discrimination law). It will not discriminate because of any other irrelevant factor and will build a culture that values openness, fairness and transparency. Please note: Due to the high volume of responses received for this role we will not be able to contact all applicants directly. If you have not heard from us in four weeks please consider your application unsuccessful. #piq

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