Account Manager
New
E
Envoy GlobalBusiness Immigration
Fully remote opportunity open to candidates residing anywhere within the U.S.Full-TimeMiddle
Salary60,000 - 75,000 USD per year
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Job Details
- Experience
- 2+ years
- Required Skills
- Data AnalysisMicrosoft Power BISalesforceMS OfficeCustomer SuccessZendeskAccount Management
Requirements
- 2+ years of experience in account management, customer success, and/or client service roles
- College degree preferred or relevant work experience
- Intermediate level proficiency in MS Office Suite
- Experience with utilizing online tools to manage and complete work such as Salesforce.com, PowerBi, and Zendesk
- Strong communication and organizational skills
- Attention to detail in a fast-paced environment
- Experience in corporate immigration is a plus
Responsibilities
- Monitor personal and team inboxes and serve as the primary day-to-day contact for assigned clients
- Build and maintain positive client relationships
- Support client meetings alongside legal teams and report key updates to the Strategic Account Manager
- Provide timely and accurate responses to client inquiries regarding platform functionality, billing, and reporting
- Identify, document, and escalate client concerns or trends in Salesforce and other tracking tools
- Assist in executing projects with internal teams including Operations, Sales, and Legal
- Pull and review client data, including case metrics, activity levels, and spend
- Set up automated reports and maintain accurate client account information
- Participate in client meetings and lead assigned sections of Annual Business Reviews
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