Associate Account Manager

Job Description:

OVERVIEW

This highly visible position will work closely with Account Managers, Fleet Consulting Executives, and key operational areas. Each member of Client Services is responsible for 100% client retention.

The position of Associate Account Manager is a developmental role that provides a foundation for building the skills necessary to become an Account Manager. Responsibilities include:

· Provide administrative and analytical support within a team’s account portfolio for Core and Fleet Administration Account Managers

· Provide back-up to Account Managers and their clients in support of continuity of service

· Execute transactions, conduct research, manage inquiries, complete projects, and prepare reports for internal and external use

KEY RESPONSIBILITIES

• Conduct research, collect data, update status events, and prepare appropriate reporting based upon specific client parameters.
• Respond to clients, dealers, drivers, internal customers, and vendor phone/email inquiries within established service level standards.
• Assist in managing open Salesforce requests to ensure cases and associated tasks remain current and do not go overdue.
• Escalate issues that impact service delivery.
• Audits and Reporting of Data Integrity
• Data and Exception Management
• Clearly communicate recommendations to customers and across the organization
• Understand customers fleet policies, anticipate needs, participate in executing on goals.
• Meet or exceed all departmental driven phone and Salesforce KPIs
• Assist in creating SOPs and FAQ documentation.
• Other duties as assigned.

SKILLS/COMPETENCIES

• Thorough knowledge of clients and service offerings
• Able to proactively identify and understand internal and external client needs.
• Effective at influencing across the organization through knowledge and expertise.
• Committed to success of coworkers and organization.
• Demonstrate integrity, enthusiasm, and a willingness to be involved and make a difference.
• Strong written and oral skills to collaborate effectively with clients and internal/external organizations.
• Initiative-taker, ability to work independently and manage priorities effectively.
• Problem solver
• Strong organizational skills and attention to detail
• Able to manage multiple tasks and consistently communicate results.
• Effective in keeping deadlines, following up on tasks, and maintaining commitments

EDUCATION & EXPERIENCE

• College degree or equivalent experience
• One to two years of relevant experience
• Intermediate to Advanced Proficiency in Microsoft Excel
• Outstanding verbal and written communications skills

PHYSICAL DEMANDS & WORK ENVIRONMENT

While performing the duties of this job, the employee must regularly talk and hear, and use hands and fingers to operate call center tools. Office Setting/Flexible Work from Home.

Disclaimer

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

EEO Statement
 Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.