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Account Manager

San Bruno, CA, United States

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

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