Accrualify is a robust, cloud-based spend management platform that simplifies purchase orders, invoices, accruals, vendor management, and payments. Our modules are designed to assist organizations in automating many of the functions associated with spend and vendor management. Accrualify integrates with all tier-1 ERP systems, and we are the only accrual management software on the market.
The account manager 3 is the primary client services contact responsible for supporting retention, client satisfaction, and issue resolution of the customer account for the CorPay Complete system including software and product lines (Purchase Orders, Invoice Automation, Accruals, Expense Reimbursements, Vendor Management, Payment (cards, ACH, check, etc.). This position is responsible for assisting with all aspects of client relationships to ensure satisfaction and effective use of products and services. The account manager 3 is assigned a portfolio of customers and is responsible for understanding and resolving issues pertaining to products utilized by the clients.
Essential Functions/Core ResponsibilitiesWork directly with clients to provide primary point of contact for day-to-day account support, problem resolution, technical clarity, research, and analysis.Respond to Salesforce cases, inbound emails, fax, virtual meetings, and phone calls.Prepare and present solutions in advance to retain relationships.Use customer feedback to monitor the status of service levels, identify problems, and revenue growth potential within the client base.Troubleshoot client-raised servicing issues to determine if the issue is a system issue, training issue, or client configuration and effectively interact with internal departments to support customer base.Additional Responsibilities:Act as a liaison between business operations and engineering to help problem solve and integrate customer recommendations.Self-driven to develop professionally, improve performance, and understand the tools in place and use the system available to their fullest potential.Demonstrate leadership qualities that influence peers to work collaboratively, automate manual processes.Serve as key contributor in developing and testing new processes and procedures that enhance the user experience.Develop and execute a client service delivery strategy for assigned clients around the needs, contract specifications, and cost components.Make decisions regarding the setup and support of the clients assigned to their care and has the ability to approve financial fee and/or transaction concessions.Qualifications:Education: Minimum: Bachelor's degree or equivalent work experiencePreferred: Bachelor's degree in Accounting/Finance, Economics, Business Administration or related field.Experience: Minimum: Three years of progressive experience working within a call center or customer service team with demonstrated problem-solving skills.Skills: Technical: MS Excel (spreadsheet), CRM applications (Salesforce), account payable experience or equivalent work experience and technical expertise in call center and account management.Non-technical: Verbal and written communication skills, account management, relationship management.Location: San Francisco Bay Area required. Need to work across time zones (U.S. and Asia).
San Mateo, CA, United States of America Full Time.
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