Client Relationship Executive

1 day ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeCustomer Full time $60,000 - $80,000
Job Overview

The Customer Account Specialist role involves fostering strong relationships with key stakeholders and clients to drive business growth. The ideal candidate will have a proven track record of success in case management, customer service, and sales support roles.

Responsibilities
  • Timely Case Management & Inquiry Resolution - Ensure all case management-related inquiries are completed within the established timeframe while adhering to high standards of quality and professionalism.
  • Salesforce Account Monitoring & Maintenance - Maintain accurate and up-to-date information on Salesforce Accounts, Files, and/or Case records to support seamless case management.
  • Proactive Customer Communication - Provide timely follow-up to customers, keeping them informed about the progress of their requests.
  • Report Delivery & SLA Compliance - Deliver reports and information requests on time, meeting service level agreements (SLAs).
  • Collaboration with Sales Team - Identify and collaborate with the sales team on leads to contribute to revenue generation and growth.
  • Account Retention Management - Develop and nurture relationships with key decision-makers to maintain account retention targets.
  • Customer Feedback & Product Improvement - Obtain first-hand customer information and make recommendations for product enhancements.
  • Relationship Development - Establish multi-level relationships with key decision-makers to ensure retention and relationship stability.
  • Product Expansion Proposals - Identify opportunities for upselling and cross-selling.
Requirements
  • Minimum 2 years of call center or related experience preferred.
  • Familiarity with productivity software, CRM systems, and other call center technologies preferred.
  • Proficiency in Salesforce 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.

United States Equal Opportunity Employment:

We value diversity and inclusion in our hiring practices. We do not discriminate based on race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other protected characteristic.

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