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Senior Account Specialist
Sourcewell • Remote • Posted 8 days ago
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Remote • Full-time • $31.13-$40.47/hr • Senior Level
Job Highlights
Using AI ⚡ to summarize the original job post
The Senior Account Specialist at Sourcewell works collaboratively within Enterprise Solutions to ensure a client-centric experience for all clients. This role involves communicating with clients, processing and administering account registrations, maintaining accurate documentation within Salesforce, and supporting the Government Accounts team. The position requires strong communication, problem-solving, and organizational skills, as well as experience in a business environment.
Responsibilities
- Proficiently communicate with clients using or interested in Sourcewell's enterprise solutions.
- Confer with clients by telephone or via the web to provide information about products or services.
- Listen actively to understand concerns of the public or potential clients.
- Maintain records of client interactions including recording details of inquiries, complaints, comments, and the actions taken.
- Resolve client inquiries/complaints in an efficient and timely manner.
- Refer unresolved client inquiries or complaints to internal teams and collaborate to escalate and resolve complex issues.
- Provide clients or potential clients with overviews of Sourcewell tools.
- Confer with clients via online live chat and answer complex inquiries.
- Schedule agency account reviews with key accounts.
- Monitor the client e-mail inbox for inquiries and respond to complex inquiries in a timely manner.
- Process updated contact profiles for participants.
- Review and verify incoming account registrations from assigned lead source and determine qualification level.
- Provide account verification to agencies, suppliers, and partners.
- Provide proficient technical expertise, application administration, and training on Salesforce and other account related systems to the team.
- Lead the development of standard work instructions, policies, and procedures related to account processes.
- Provide guidance, training, and mentorship to other team members.
Qualifications
Required
- Associate's Degree in a relevant field AND two (2) years of experience in sales management, P&L management, business development, account management, client relations/development, or other directly related experience, OR
- A combination of related post-secondary and/or professional education/training and demonstrated relevant work experience equivalent to a total of four (4) years.
- Experience working in a business environment
- Strong communication, problem-solving and organizational skills
- Experience serving internal or external customers
Preferred
- Three (3) or more years of experience in sales management, PYL management, business development, account management, client relations/development, or other directly related experience
Full Job Description
Position Title:
Senior Account Specialist
Salary Range:
Grade 7, non-exempt, $31.13 - 40.47 per hour, commensurate with experience.
Job Description Summary:
The person in this position works collaboratively within Enterprise Solutions to ensure that all clients are provided with a client-centric experience. This position communicates with participating entities, processes and administers account registrations, gathers insights, maintains accurate documentation within Salesforce, and communicates information to support the Government Accounts team.
Job Description:
Essential Duties and Responsibilities
1. Proficiently communicates with clients using or interested in using Sourcewell's enterprise solutions
2. Manage account registrations
3. Lead continuous improvement efforts for the Account Specialist team
4. Other duties as assigned
Additional Job Description:
Required Qualifications
Preferred Qualifications
Position open until filled.
Your application for this position must be submitted by end of day September 22nd, 2024, to be considered. If interested, please submit your application prior to this date. Application review will begin September 23rd, 2024.
Location:
*Sourcewell is currently accepting applications from all states, except the following: California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Oregon, Rhode Island, Vermont, and Washington. Applicants living in or planning to relocate to a state not on this list are encouraged to apply. *
Sourcewell exists to empower community success. We stand with our partners in government and education striving to recognize and honor the differences in each of our community members. We are committed to removing barriers to equity.
Values
Full Time/Part Time:
Full time
Position Type:
Regular
Scheduled Hours:
40#LI-Remote
Senior Account Specialist
Salary Range:
Grade 7, non-exempt, $31.13 - 40.47 per hour, commensurate with experience.
Job Description Summary:
The person in this position works collaboratively within Enterprise Solutions to ensure that all clients are provided with a client-centric experience. This position communicates with participating entities, processes and administers account registrations, gathers insights, maintains accurate documentation within Salesforce, and communicates information to support the Government Accounts team.
Job Description:
Essential Duties and Responsibilities
1. Proficiently communicates with clients using or interested in using Sourcewell's enterprise solutions
- Confer with clients by telephone or via the web to provide information about products or services, obtain details about client inquiries and answer questions in a timely manner.
- Listen actively to understand concerns of the public or potential clients and provide accurate, relevant, and timely responses.
- Proficiently maintain records of client interactions including; recording details of inquiries, complaints, comments, and the actions taken.
- Proficiently resolve client inquiries/complaints in an efficient and timely manner.
- Refer unresolved client inquiries or complaints to internal teams and collaborates with these teams escalate and resolve complex issues ensuring a seamless user experience.
- Effectively provide clients or potential clients with overviews of Sourcewell tools (i.e. Web site, Contract Directories, Buy Sourcewell, and other internal or external tools).
- Confer with clients via online live chat, and answers complex inquiries. Schedules agency account reviews with key accounts.
- Schedule agency account reviews with key accounts.
2. Manage account registrations
- Monitors the client e-mail inbox for inquiries and responds to complex inquiries in a timely manner.
- Processes unsubscribes resulting from mass communications and document accordingly.
- Processes updated contact profiles for participants.
- Independently and proficiently reviews and verifies incoming account registrations from assigned lead source and determines qualification level.
- Ensures accurate account contact information and account integrity.
- Provides account verification to agencies, suppliers, and partners.
- Exceeds user expectations by providing exceptional service and meeting their needs.
3. Lead continuous improvement efforts for the Account Specialist team
- Provide proficient technical expertise, application administration, and training on Salesforce and other account related systems to the team.
- Lead the development of standard work instructions, policies, and procedures related to account processes.
- Provide guidance, training, and mentorship to other team members.
4. Other duties as assigned
Additional Job Description:
Required Qualifications
- Associate's Degree in a relevant field AND two (2) year of experience in sales management, P&L management, business development, account management, client relations/development, or other directly related experience, OR
- A combination of related post-secondary and/or professional education/training and demonstrated relevant work experience equivalent to a total of four (4) years.
- Experience working in a business environment
- Strong communication, problem-solving and organizational skills
- Experience serving internal or external customers
Preferred Qualifications
- Three (3) or more years of experience in sales management, PYL management, business development, account management, client relations/development, or other directly related experience
Position open until filled.
Your application for this position must be submitted by end of day September 22nd, 2024, to be considered. If interested, please submit your application prior to this date. Application review will begin September 23rd, 2024.
Location:
- This is a remote position and is subject to Sourcewell's telecommuting policies and procedures.
- On occasion may be expected to attend meetings or trainings at Sourcewell's headquarters in Staples, advance notice would be given to team member.
- Occasional need to travel.
*Sourcewell is currently accepting applications from all states, except the following: California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Oregon, Rhode Island, Vermont, and Washington. Applicants living in or planning to relocate to a state not on this list are encouraged to apply. *
Sourcewell exists to empower community success. We stand with our partners in government and education striving to recognize and honor the differences in each of our community members. We are committed to removing barriers to equity.
Values
- Seek. Be curious.
- Empower. Be accountable and liberate others.
- Impact. Be a difference maker
Full Time/Part Time:
Full time
Position Type:
Regular
Scheduled Hours:
40#LI-Remote
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