Client Relationship Builder

20 hours ago

Pasay, National Capital Region, Philippines beBeeCustomerRelationships Full time $45,000 - $60,000
Job Title: Client Account Specialist

The Client Account Specialist is a vital member of our team, responsible for establishing and maintaining effective customer relationships. This role involves liaising with clients and internal departments to ensure seamless case management, proactive customer communication, and collaboration with sales teams.

Responsibilities:
  • Timely Case Management & Inquiry Resolution - Complete all case management-related inquiries assigned within the Salesforce platform while adhering to established service levels.
  • Salesforce Account Monitoring & Maintenance - Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records.
  • Proactive Customer Communication - Provide timely follow-up to customers, keeping them informed about the progress of their requests.
  • Report Delivery & SLA Compliance - Ensure that reports and information requests are delivered on time, meeting service level agreements (SLAs).
  • Collaboration with Sales Team - Identify and collaborate with the sales team on leads to contribute to the organization's overall revenue generation and growth.
  • Account Retention Management - Maintain account retention targets by developing and nurturing relationships with key decision-makers.
Required Skills & Qualifications:
  • Minimum of 2 years of call center or related experience.
  • Familiarity with productivity software, CRM systems, and other call center technologies.
  • Proven experience in case management or customer service roles.
  • Proficiency in Salesforce or similar CRM platforms.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively.

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