The Client Support Specialist supports Client Relationship Managers (CRMs) with account maintenance and client requests. This person will be assigned to a partnership with a specific CRM to assist in the management of their national accounts. The CRM will consider the Client Support Specialist an important asset and will be an additional point of contact for each national account. In addition, with other Client Support Specialists, this person will maintain an internal request site to provide resolution for incoming requests from additional CRMs who require account assistance. The support specialist should be willing to learn and become familiar with internal systems and reporting tools which allow for providing assistance quickly and accurately.
Essential Duties and Responsibilities:
Organize and prioritize requests from clients or CRMs according to assigned Service Level Agreements
Manage internal request site and email box to provide timely resolution to client or CRM needs
Utilize internal systems to assist CRMs with account management
Become familiar with business intelligence tools to provide reporting to CRMs for client analysis
Develop and leverage internal relationships to provide accurate and prompt client service
Research and prepare credit requests to be approved by business unit and processed
Manage client cancellations ensuring this occurs in all necessary account management systems
Track CRM account initiatives for impact on client usage and/or revenue
Attend client meetings with CRM partner as necessary
Participate in strategic account reviews for senior leadership with CRM partner
Participate in business unit initiatives as needed
Other duties as assigned
Requirements
A Successful Candidate Will Have:
Bachelors Degree in related field is required
2 + years in a account management or client support role preferred
Exemplary written and oral communication
Proven experience managing multiple projects/initiatives which are driven by deadlines
Excellent organizational abilities
Experience preparing and presenting metrics/data to senior leadership team
Demonstrated analytical and problem solving skills
Ability to prioritize multiple projects and function independently from supervision to meet Service Level Agreements
Success working in a team environment
Understanding and practical application of Microsoft Excel, Word, PowerPoint, Outlook, and web interfaces