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Sales/Marketing - Account Manager II

AgreeYa Solutions Pleasanton, CA
  • Expired: 29 days ago. Applications are no longer accepted.

Title : Sales/Marketing - Account Manager II
Location : Pleasanton, CA
Duration : 12+ Months

Position Summary
This role will be the point person for assigned accounts. This role will have direct client interaction and will be responsible for the administration and execution of the FI/loyalty program. As an Account Manager II you will be responsible for the day-to-day client support including but not limited to promotion set-up and testing, client request and issues, reporting and invoicing and other client needs. This position reports into a Sr. Manager of Client Services.

Primary Duties / Responsibilities
Client Service
• Provide accurate and timely responses to client requests.
• Support onboarding with Implementation and project management teams
• Lead client conference calls and client related internal meetings.
• Responsible for documenting meetings and developing action plans.
• Liaison between internal cross functional departments.
• Assist with preparation for the Client Business Review, including the presentation and supporting documentation.

Promotion / Content
• Coordination with sales and other cross functional groups to track promos for loyalty clients
• Monitor and manage marketing calendar and content releases
Reporting, Invoicing, Catalog management and Customer Service
• Cross functional contact for all back office issues – report, monitor, escalate and resolve
• Manage partner catalogs (new content, OOS, etc)
• Partner with CS to ensure that all Clients issues are being addressed within SLA's, reviewing trends, etc
• Assist with Voice of Customer (VOC) preparation

All other duties as assigned
Requirements (Education, Certification, Training, and Experience)
• Bachelor's Degree preferred or equivalent experience.
• 2+ Years Account Management / Client Services Experience

Qualifications (knowledge, skills, abilities)
• Proficient in MS Outlook, Word, Excel, and PowerPoint
• Excellent written and verbal communication skills
• Excellent Organizational skills
• Demonstrate initiative and ability to make decisions
• Problem solving, analytical and critical thinking skills
• Proven presentation skills
• Experience in mentoring others
• Ability to influence cross-functionally
• Ability to work in a fast-paced, team-oriented work environment

AgreeYa Solutions

Why Work Here?

Unlimited earning potential! Superior Benefits!

AgreeYa is a global systems integrator delivering competitive advantage for its customers through software, solutions, and services. Established in 1999. AgreeYa is headquartered in Folsom, California, with a global footprint and a team of more than 1,700 staff across offices. AgreeYa works with 500+ organizations ranging from Fortune 100 firms to small and large businesses across industries such as Telecom, BFSI, Healthcare, Utility, Technology, Public sector, Credit and Collections, Accounts Receivables Management and others


Pleasanton, CA