Client Relationship Professional

7 days ago

Tanauan, Calabarzon, Philippines beBeeCommunication Full time $70,000 - $95,000
Customer Account Specialist Role Overview

The Customer Account Specialist plays a crucial role in building long-term relationships with key decision-makers and various internal departments. This position requires establishing and maintaining effective customer connections, gaining trust, and ensuring client satisfaction remains a competitive advantage.

Main Responsibilities:
  • Case Management & Inquiry Resolution- Complete all case management-related inquiries assigned within the platform while adhering to established service levels. Ensure that all customer interactions are handled efficiently and effectively.
  • Salesforce Account Monitoring & Maintenance- Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records. Maintain accurate and up-to-date information to support seamless case management.
  • Proactive Customer Communication- Provide timely follow-up to customers, keeping them informed about the progress of their requests. Ensure that all communications are clear, professional, and empathetic.
  • Report Delivery & SLA Compliance- Ensure that reports and information requests are delivered on time, meeting service level agreements (SLAs). Keep relevant case information updated within the platform to facilitate accurate reporting.
  • Collaboration with Sales Team- Identify and collaborate with the sales team on leads to contribute to the organization's overall revenue generation and growth. Foster strong relationships to enhance sales opportunities.
  • Account Retention Management- Maintain account retention targets by developing and nurturing relationships with key decision-makers. Ensure customer satisfaction and loyalty through effective engagement strategies.
  • Customer Feedback & Product Improvement- Obtain first-hand customer information and make recommendations for improvements to products and services. Actively seek feedback to drive enhancements.
  • Relationship Development- Identify and develop multi-level relationships with key decision-makers to ensure retention and relationship stability. Leverage these relationships to support business objectives.
  • Product Expansion Proposals- Propose additional products and services to expand the organization's footprint within existing accounts. Identify opportunities for upselling and cross-selling.
  • Leadership Collaboration on Product Enhancements- Identify and partner with the leadership team on any product gaps and/or enhancements. Collaborate to ensure that customer needs are met effectively.
  • Additional Duties as Assigned- Perform other duties as assigned by management, demonstrating flexibility and a willingness to support team objectives.

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