
Customer Relationship Professional
2 days ago
We are seeking a skilled and experienced Customer Account Specialist to join our team. This individual will play a critical role in building and maintaining effective customer relationships, ensuring customer satisfaction and loyalty.
This position requires strong communication and interpersonal skills, as well as the ability to manage multiple tasks and prioritize effectively. The ideal candidate will have a proven track record of success in case management or customer service roles, with experience working with CRM systems and other call center technologies.
The successful candidate will be responsible for:
- Timely Case Management & Inquiry Resolution: Complete all case management-related inquiries assigned within Salesforce while adhering to established service levels.
- Salesforce Account Monitoring & Maintenance: Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records, maintaining accurate and up-to-date information.
- 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 revenue generation and growth.
- Account Retention Management: Maintain account retention targets by developing and nurturing relationships with key decision-makers.
- Customer Feedback & Product Improvement: Obtain first-hand customer information and make recommendations for improvements to products and services.
- Relationship Development: Identify and develop multi-level relationships with key decision-makers to ensure retention and relationship stability.
- Product Expansion Proposals: Propose additional products and services to expand the organization's footprint within existing accounts.
- Leadership Collaboration on Product Enhancements: Identify and partner with the leadership team on product gaps and enhancements.
The ideal candidate will possess:
- A 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.
- Excellent problem-solving skills and attention to detail.
- Experience in sales support or account management is a plus.
- Ability to build and maintain relationships with key stakeholders.
- Strong analytical skills to assess customer needs and recommend solutions.
- Ability to work collaboratively within a team environment.
- Flexibility to adapt to changing priorities and business needs.
- High proficiency in standard MS Office applications (Outlook, Word, Excel, PowerPoint).
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