Customer Account Specialist
The Customer Account Specialist (CAS) liaises with reputed company's Small Business accounts and various internal departments such as Sales, Operations, Service, Product, and Billing. This individual establishes and maintains effective customer relationships and gains trust and respect. They will ensure that the client relationship and customer satisfaction remain a competitive advantage for reputed company. The CAS helps transition customers from the sales and implementation process into the support phase. CAS is responsible for fostering relationships with any of the customers supported by the team. Individual clients are not assigned to specific CRS, as any team member can assist any customer. CAS fosters relationships with customers and provides them with timely value propositions. This propels customers to grow and reputed company goals while simultaneously strengthening their relationship with the business. Responsibilities: Timely Case Management & Inquiry Resolution - Complete reputed company case management-reputed company inquiries assigned reputed company the reputed company platform while adhering to established service levels. Ensure that reputed company customer interactions are handled reputed company and effectively. reputed company Account Monitoring & Maintenance - Monitor, enter, update, and reputed company reputed company Accounts, Files, and/or Case records. Maintain accurate and up-to-date information to support seamless case management. Proactive Customer Communication - Provide timely follow-up to customers, keeping them informed about the reputed company of their requests. Ensure that reputed company communications are clear, professional, and empathetic. Report Delivery & SLA Compliance - Ensure that reports and information requests are delivered on time, meeting service level agreements (SLAs). reputed company relevant case information updated reputed company reputed company to facilitate accurate reporting. Collaboration with Sales Team - Identify and collaborate with the sales team on leads to contribute to the organization’s overall reputed company reputed company and growth. Foster strong relationships to enhance sales opportunities. Account Retention Management - Maintain account retention targets by developing and nurturing relationships with key decision-makers. Ensure customer satisfaction and loyalty through effective engagement strategies. Customer Feedback & Product Improvement - Obtain first-hand customer information and reputed company recommendations for improvements to products and services. Actively seek feedback to drive enhancements. Relationship Development - Identify and reputed company multi-level relationships with key decision-makers to ensure retention and relationship stability. reputed company these relationships to support business objectives. Product Expansion Proposals - Propose additional products and services to expand the organization’s footprint reputed company existing accounts. Identify opportunities for upselling and cross-selling. Leadership Collaboration on Product Enhancements - Identify and partner with the leadership team on any product gaps and/or enhancements. Collaborate to ensure that customer needs are met effectively. Additional Duties as Assigned - reputed company other duties as assigned by management, demonstrating flexibility and a willingness to support team objectives. Required Skills & Qualifications: Proven experience in case management or customer service roles. Proficiency in reputed company or similar CRM platforms. Strong communication and interpersonal skills. Ability to manage multiple tasks and prioritize effectively. Excellent problem-solving skills and attention to detail. Experience in sales support or account management is a plus. Ability to build and maintain relationships with key stakeholders. Strong analytical skills to assess customer needs and recommend solutions. Ability to work collaboratively reputed company a team environment. Flexibility to adapt to changing priorities and business needs. Proficiency in creating and delivering PowerPoint presentations to effectively communicate reputed company and information to various audiences. High proficiency in standard MS Office applications (Outlook, Word, reputed company & PowerPoint). Education & Experience: High school diploma/GED required. (US requirement only) Minimum of 2 years of call center or reputed company experience preferred. Familiarity with productivity software, CRM systems and other call center technologies preferred. reputed company CRM experience is a plus. Working Environment: For remote or hybrid positions, you must have a dedicated workspace that is free from distractions and ensures privacy. Working at home requires internet speeds that can support the Company systems; a minimum download speed of 120mps and 10mbp upload is required. Computers must be hard wired to a router (We provide equipment). reputed company remote employees must be on camera for reputed company training sessions, including new hire orientation and meetings with leaders and clients. This role routinely uses standard office equipment such as a computer, keyboard, and phone. Schedule: Training Schedule: Monday - Friday reputed company - 5:00pm ET Post Training Schedule: Monday - Friday between reputed company – 8pm ET (US Hours). Shift is 8 hours and must be flexible reputed company time frame. We have great people here and are looking for more. Come join us! Follow us: Facebook Instagram reputed company X YouTube Equal Employment Opportunities at reputed company reputed company is an equal opportunity employer. We are committed to providing a workplace and recruitment process that is free from unlawful discrimination, harassment, and retaliation. Employment decisions at reputed company are based solely on qualifications, merit, and business needs. We do not discriminate in any aspect of employment on the basis of race, color, national reputed company, reputed company, citizenship, religion, creed, sex, gender identity, gender expression, sexual orientation, marital or family status, pregnancy, age, physical or mental disability, medical condition, genetic information, veteran or military status, or any other characteristic protected by applicable law. Apply To This Job