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Account Management And Client Relations Lead

Posted on Feb. 21, 2025

  • Franklin, United States of America
  • 77157.0 - 92034.0 USD (yearly)
  • Full Time

Account Management And Client Relations Lead

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Job Summary

Must have 12 years of either Account Management, client implementation, and/or Operations. The following description outlines the responsibilities for the position of Client Operations Lead. This role develops and maintains relationships with new and existing clients and provides them with products and services that ensure client satisfaction. The role deals with the ability to organize and solve problems for the individual client experience. Great people skills, along with advanced Excel and communications coupled with follow-through, are essential.

Primary Responsibilities
Conduct business with a commitment to excellence in both work and communication.
Develops consultative relationships with new and existing clients.
Conducts reviews on accounts regularly to evaluate clients’ needs to match with appropriate products and/or services.
Working with Vendors in negotiations for services for clients
Working with Clients and managing the account for any service issues and contract issues. A strong understanding of invoicing and basic accounting principles is desired.

Responsible for creating implementation plans and weekly reports, as needed by customers.
Business acumen to manage a contract sales funnel by forecast and goals set by the company
Contract Specialist: understands contract language and manages contracts and services accordingly
Account reconciliation lead communicates timely and accurate information
Ability to work and collaborate with team members internally to manage clients services and billing needs
Manages day-to-day client communications and relationships.
Resolves customer concerns.
Performs other duties as assigned or requested.
Communicating with vendors for incorrect contract charges and service fees.
Execute contracts by Change of ownership
Rectify self-inflicted internal client issues
Internal rate discrepancy (annual increase, service level change)
Data clean-up (updates of all contact data; Hauler and Client)
Competencies

Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives.
Oral Communication – Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions; Participates in meetings.
Written Communication – Writes clearly and concisely; Edits work; Varies writing style to meet specific needs; Presents numerical data effectively; Able to read and interpret written information.
Interpersonal Skills – Listens to others attentively; Remains open to others’ ideas and tries new things; Maintains confidentiality; Maintains relationships with others.
Customer Service – Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service.
Problem Solving – Identifies and resolves problems time efficiently; Gathers and analyzes information; Develops solutions; Uses reason.
Proficient in the use of a personal computer and corresponding programs.
The ability to create reports and reconciliations in Excel is essential.
Ability to create PowerPoint and data presentations for clients

Job Type: Full-time

Pay: $77,157.00 - $92,034.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Day shift
  • Monday to Friday

Experience:

  • Account management: 4 years (Preferred)
  • Customer support: 3 years (Preferred)
  • Contract management: 3 years (Preferred)
  • Business development: 3 years (Preferred)

Ability to Relocate:

  • Franklin, TN 37067: Relocate before starting work (Required)

Work Location: In person


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