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Customer Accounts Associate Jobs in California (NOW HIRING)

CompStak

Strategic Accounts Associate

Los Angeles, CA · Hybrid

$60K - $65K/yr

This role will work closely with the National Director of Strategic Accounts and the CompStak team ... Experience with Salesforce or other CRM is a bonus. * You enjoy speaking with people, have the ...

CompStak

Strategic Accounts Associate

Los Angeles, CA · On-site

$60K - $65K/yr

This role will work closely with the National Director of Strategic Accounts and the CompStak team ... Experience with Salesforce or other CRM is a bonus. * You enjoy speaking with people, have the ...

CompStak

Strategic Accounts Associate

Los Angeles, CA · Hybrid

$60K - $65K/yr

This role will work closely with the National Director of Strategic Accounts and the CompStak team ... Experience with Salesforce or other CRM is a bonus. * You enjoy speaking with people, have the ...

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Customer Accounts Associate information

What is the role of a customer accounts associate?

A customer accounts associate manages customer accounts by processing transactions, updating account information, and resolving account-related issues. They often use customer relationship management (CRM) software and require strong communication and organizational skills to ensure customer satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a customer accounts associate?

To thrive as a Customer Accounts Associate, you need strong organizational skills, attention to detail, and a background in finance or business administration, often supported by a relevant degree or experience. Familiarity with customer relationship management (CRM) systems, billing software, and proficiency in Microsoft Office are commonly required. Excellent communication, problem-solving abilities, and a customer-focused mindset help you build rapport and resolve account issues effectively. These skills ensure accurate account management, high customer satisfaction, and efficient resolution of inquiries, which are vital for business retention and growth.

What does a customer accounts associate do?

A Customer Accounts Associate is responsible for managing and maintaining customer accounts for a business. Their tasks typically include processing orders, updating account information, handling billing inquiries, and resolving customer complaints. They serve as a point of contact between the company and its clients, ensuring that customer needs are met promptly and efficiently. Strong communication and organizational skills are essential for this role, as well as a customer-focused attitude. Customer Accounts Associates often work closely with sales, finance, and customer service teams to provide a seamless experience.

What is the difference between Customer Accounts Associate vs Customer Service Representative?

AspectCustomer Accounts AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer associate degreeHigh school diploma; some roles may prefer associate degree
Work EnvironmentOffice setting, financial institutions, retailCall centers, retail stores, office settings
Employer & Industry UsageBanking, finance, retailRetail, telecommunications, service industries
Common Search & ComparisonCustomer Accounts Associate vs Customer Service Representative

While both roles involve interacting with customers, a Customer Accounts Associate typically focuses on managing customer accounts, processing transactions, and handling account-specific inquiries. A Customer Service Representative often provides general support, addresses product or service questions, and resolves customer issues. The roles overlap in communication skills and work environment but differ mainly in their specific responsibilities and focus areas.

What are some common challenges faced by customer accounts associates, and how can they be effectively managed?

Customer Accounts Associates often encounter challenges such as handling high volumes of customer inquiries, managing account discrepancies, and balancing multiple priorities within tight deadlines. Effective time management, strong communication skills, and attention to detail are crucial for overcoming these hurdles. Building positive relationships with customers and collaborating closely with other departments—such as sales and billing—also help ensure smooth account management and issue resolution. Regular training and staying updated on company policies can further enhance performance and job satisfaction.
What are the most commonly searched types of Customer Accounts jobs in California? The most popular types of Customer Accounts jobs in California are:
What cities in California are hiring for Customer Accounts Associate jobs? Cities in California with the most Customer Accounts Associate job openings:
Customer Accounts Associate jobs near you

Strategic Accounts Associate

CompStak

Los Angeles, CA • Hybrid

$60K - $65K/yr

Full-time

Re-posted 5 days ago

Job description

CompStak envisions a commercial real estate industry in which accurate and transparent data leads to better, faster deals for everyone. We gather critical information that is hard to access, then make it instantly and seamlessly available to our platform members.
 
Location: Los Angeles, California
Hybrid: 3 days in the office, subject to change
 
We are looking for a passionate, results-oriented teammate to join our Strategic Accounts vertical as an Account Manager. This role will work closely with the National Director of Strategic Accounts and the CompStak team to cultivate exceptional experiences for our most valued members, from onboarding through adoption. At CompStak, our mission is to revolutionize the commercial real estate industry by bringing transparency to our members; our Strategic Accounts team sits at the heart of this mission.
Responsibilities
  • Proactively manage a portfolio of geographically assigned, top-tier CompStak Exchange members to deliver consistent value across the entire member lifecycle.
  • Build strong member relationships by maintaining high levels of engagement and communication; increase engagement on the platform by understanding our member’s day-to-day data needs, usage and pain points.
  • Facilitate onboarding of new members and firms, including the delivery of basic and advanced training, and on-going support with best practices.
  • Navigate complex organizational structures and connect with key stakeholders to drive the collection of commercial real estate transaction data.
  • Conduct regular business reviews with Strategic Accounts to prioritize opportunity and risk to reduce member churn.
  • Understand and monitor success metrics to identify opportunities for data growth and member expansion within your portfolio of accounts.
  • Resolve member challenges and requests, alone and through collaboration with other CompStak teams; approach all situations with curiosity and creativity.
Skills & Experience
  • 1+ years experience in account management, sales, business development, or SaaS customer success roles.
  • Experience/interest in commercial real estate and data analytics is preferred.
  • Experience with Salesforce or other CRM is a bonus.
  • You enjoy speaking with people, have the ability to develop rapport, influence others and maintain strong working relationships.
  • Self starter, self directed, process oriented, and exceptionally organized.
  • Strong communication and interpersonal skills, both written and verbal; consistent diplomacy, tact, and poise when working through customer issues and escalations, especially with key decision makers.
  • Undergraduate degree (BA/BS).
The base pay ranges provided below are for Los Angeles hires only and will be commensurate with candidate experience.
 
Pay range: $60,000 - $65,000
 
About CompStak
 
Launched in 2012, we’ve built a network of over 30,000 brokers, appraisers and research professionals across the country, using a unique crowdsourced model.  Our clients enjoy the foremost lease and sale transaction data combined with a robust analytics platform. CompStak’s unique data and intuitive platform is used by the world’s largest real estate investors, lenders, brokers and appraisers to compare properties, underwrite investments and loans, close deals and track market trends.
 
CompStak has over 100 team members in the US and overseas; and we continue to grow.  We’re backed by top VCs and industry players like Morgan Stanley, Canaan Partners, IA Capital, Transamerica, Moody’s, RealPage, 500 Startups, and Daily Mail Group, and have raised over $75m to date. Our HQ is in New York City, we have regional offices in Atlanta, Chicago and Los Angeles, and we have an international office in Belgrade, Serbia.
 
We pride ourselves on an environment that is fun, collaborative, and rewards hard work. We look forward to the value that future employees will add to our amazing teams!
 
CompStak is an equal opportunity employer that celebrates employees and applicants of all identities, backgrounds, abilities, and perspectives. We foster a welcoming work environment that supports diversity and inclusion, and we reject discrimination or harassment of any individual. If you are a person with a disability and require assistance with any part of the application process, please let us know. All employment decisions are made on the basis of qualifications, merit, and business need.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.