Business Relationship Manager
1 day ago
The Customer Account Specialist serves as the primary point of contact for fostering relationships and ensuring customer satisfaction. They will work closely with internal departments to provide timely value propositions, driving customer growth and loyalty.
Key Responsibilities:- Timely Case Management & Inquiry Resolution: Complete all case management-related inquiries within established service levels, handling customer interactions efficiently and effectively.
- Salesforce Account Monitoring & Maintenance: Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records, maintaining accurate information for seamless case management.
- Proactive Customer Communication: Provide timely follow-up to customers, keeping them informed about request progress, with clear, professional, and empathetic communications.
- Report Delivery & SLA Compliance: Ensure reports and information requests are delivered on time, meeting service level agreements, and keep relevant case information updated in Salesforce for accurate reporting.
- Collaboration with Sales Team: Identify and collaborate with the sales team on leads to contribute to revenue generation and growth, fostering strong relationships to enhance sales opportunities.
- Account Retention Management: Maintain account retention targets by developing and nurturing relationships with key decision-makers, ensuring customer satisfaction and loyalty through effective engagement strategies.
- Customer Feedback & Product Improvement: Obtain first-hand customer information and make recommendations for product enhancements, actively seeking feedback to drive improvements.
- Relationship Development: Identify and develop multi-level relationships with key decision-makers to ensure retention and relationship stability, supporting business objectives.
- Product Expansion Proposals: Propose additional products and services to expand the organization's footprint within existing accounts, identifying opportunities for upselling and cross-selling.
- Leadership Collaboration on Product Enhancements: Identify and partner with leadership on product gaps and/or enhancements, collaborating to ensure customer needs are met effectively.
- Minimum 2 years of call center or related experience preferred.
- Familiarity with productivity software, CRM systems, and other call center technologies preferred.
- 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.
- Proficiency in creating and delivering PowerPoint presentations to communicate ideas and information effectively.
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