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Client Account Support Analyst information

How does a Client Account Support Analyst typically collaborate with other departments to resolve client issues?

Client Account Support Analysts frequently work cross-functionally with teams such as sales, technical support, and finance to resolve client inquiries effectively. They often act as the liaison between the client and internal departments, ensuring that client needs are communicated clearly and issues are addressed promptly. This collaboration might involve joining regular meetings, using ticketing systems to track progress, and following up with different teams to provide clients with timely updates. Strong communication and organizational skills are essential for success in this aspect of the role.

What are the key skills and qualifications needed to thrive as a Client Account Support Analyst, and why are they important?

To thrive as a Client Account Support Analyst, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field, often supported by a relevant degree or equivalent experience. Familiarity with CRM systems, data management tools like Excel, and ticketing platforms is typically required. Outstanding communication, problem-solving, and customer service skills help you build trust and efficiently address client concerns. These competencies are vital for ensuring client satisfaction, accurate account management, and maintaining strong business relationships.

What does a Client Account Support Analyst do?

A Client Account Support Analyst is responsible for assisting clients with account-related inquiries, troubleshooting issues, and ensuring a high level of customer satisfaction. They serve as a liaison between the client and various departments within the company to resolve problems efficiently. Their duties often include managing account data, processing requests, providing product or service information, and supporting clients through phone, email, or chat. Strong communication and problem-solving skills are essential for this role. Additionally, they may help identify opportunities to improve client experience and streamline account management processes.
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Client Account Support Analyst jobs near you

Account Manager

APEX Career Services

Overland Park, KS

Full-time

Re-posted 19 days ago

Job description

Company Description

APEX Career Services offers job seekers a full suite of services to assist in their job search and career exploration needs. In addition, we offer staffing services to reputable companies seeking to fill currently open positions.  Our clients offer great pay and excellent benefits. All positions posted are full-time positions unless otherwise noted.  

Job Description

The focus of an Account Manager is to maintain contact and provide support to our existing client base ensuring they receive the highest level of customer service.  The Account Manager coordinates new business intake in a timely and complete manner accessing the appropriate internal support representative(s) for a successful onboarding experience.   This position works closely with Sales and Marketing team to manage and communicate clients' needs.  The Account Manager acts as the company liaison supporting all existing and potential new business and is the primary contact for new customers.

 

RESPONSIBILITIES:

    • Supports the Sales and Legal Departments with new client account setup and termination
    • Assists new clients' integration providing frequent, professional and prompt contact throughout the implementation process of our products and services
    • Schedules calls on a regular basis with appropriate internal tax and support associates as needed
    • Handles routine schedule of follow-up with customers providing ongoing support
    • Coordinates weekly Customer Support meetings including timely sales report preparation,  distribution and follow-up communication
    • Offers assistance to customers regarding process, product or support improvements
    • Evaluates and assesses opportunities to promote and cross-sell products and services to clients and aligning those with the appropriate Sales Director
    • Identifies and coordinates internal support to ensure quick resolution to questions or services
    • Learns and demonstrate in-depth knowledge of Company's products and services to provide onsite and online product demonstrations
    • Maintains and updates internal documentation for each client account including information and knowledge related to the products and services each customer uses as well as their contact information, platform, billing system provider, integration methods and any relevant data
    • Serves as backup to the HR & Marketing Coordinator assisting with tradeshow and tax conference support
    • Performs additional duties as requested
Qualifications

REQUIREMENTS:

    • Candidate must have a Bachelor's degree in a business related field, distinction in accounting, finance or marketing preferred
    • Minimum of 3 years of experience in account management, sales, marketing or business development
    • Previous experience as an account manager supporting software products preferred
    • Previous experience with CRM software (i.e., SalesForce, SalesLogix, etc.)
    • Telecommunications experience a plus
    • Detail oriented and able to manage multiple ongoing tasks
    • Ability to quickly diagnose and resolve issues in a friendly, organized, engaging and energetic manner
    • Candidate must be available to travel as needed (up to approximately 10%)
      • Excellent oral and written communication skills
      • Knowledge of Microsoft products is required including Word, Excel, PowerPoint and Outlook
      • Candidate must be motivated, creative and detail oriented
Additional Information

All information will be kept confidential according to EEO guidelines.

HOW TO APPLY:

Please click the green "I'm Interested" button below

APEX Career Services, LLC

Overland Park, KS

913-815-1565

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