Shift: 8: 00 AM –5: 00 PM, Monday–Friday
Job SummaryThe Client Account Manager supports client service operations by coordinating communication, managing client accounts, ensuring timely completion of tasks, and maintaining high-quality service standards. This role works closely with internal teams, affiliates, and clients to ensure smooth operations, accurate documentation, and strong client relationships.
Key ResponsibilitiesClient Support & General Duties- Assist Client Support Representatives (CSR) in delivering timely and high-quality service
- Coordinate with internal teams to improve client support processes and outcomes
- Ensure all tasks, follow-ups, and scheduled activities are completed on time
- Maintain accurate and timely records in company systems and logs
- Monitor client situations and escalate issues requiring management attention
- Respond quickly to service issues and ensure proper resolution or intervention
- Provide feedback and insights to management on recurring issues or trends
- Recommend process improvements to enhance service quality and efficiency
- Manage work orders, dispatch coordination, and related client service actions
- Multitask across multiple software platforms and systems effectively
Client Relationship Management- Serve as the primary point of contact for assigned clients
- Build and maintain strong client relationships
- Communicate proactively with clients regarding service updates and issues
- Handle client escalations and ensure timely resolution
- Coordinate with internal departments to ensure service delivery standards are met
- Maintain collaborative relationships with affiliates while ensuring compliance
- Escalate technical or complex issues to internal subject matter experts
Quoting & Follow-Up- Review affiliate and supplier proposals for accuracy and completeness
- Ensure pricing, scope, and service requirements align with client expectations
- Deliver client quotes in a timely and professional manner
- Follow up on submitted quotes to determine client decisions or questions
- Document all client communications related to quoting and proposals
- Coordinate with affiliates to clarify proposal details and reduce back-and-forth communication
Reporting & Quality Assurance- Prepare and distribute weekly and monthly reports on schedule
- Monitor service level performance and departmental reporting requirements
- Ensure accuracy and completeness of all reporting documentation
- Support ongoing quality assurance efforts and service improvements