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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