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Account Executive

San Diego, CA

Order: 77846

We are currently looking for a coordinator that is detail oriented and analytical to assist with client account management and billing inquires in the UTC/La Jolla area. If you are looking to gain corporate experience and work in a collaborative environment, then we are looking for you!

Key Duties & Responsibilities:

  • Respond to client inquiries and support questions by phone and email (predominantly email)

  • Work will internal team to resolve customer billing inquires by investigating billing questions and possible errors, identifying root cause, developing an action plan to remedy and seeing through to resolution

  • Uncover and document gaps in existing processes and systems affecting client satisfaction

  • Assist with creation of documentation to assist cross-functional teams with trainings and education

  • Promote cross-functional collaboration on issues raised affecting the holistic customer lifecycle (quoting to invoicing

  • Provide learnings as SME on critical upcoming initiatives aimed at scaling / operationalizing processes and systems

  • Create reports for clients

  • Put together PowerPoint slides for client presentations to be used by other Client success team members

  • Assist in managing special projects as needed

  • Help with data entry into Salesforce.com and other systems

  • Other duties as assigned

Experience & Qualifications:

  • 3 plus years of account management, some billing experience is preferred but not required

  • Bachelor's degree from a four-year college or university strongly preferred

  • Flexibility and adaptability in a fast-paced, constantly changing environment

  • Proficient with Microsoft Office (Outlook, Excel, PowerPoint, Word)

  • Experience working with Salesforce.com is a plus

 

Qualified candidates with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

 

Candidates that are offered a position are required to pass pre-employment drug and background screening. Qualified candidates with criminal histories, are considered in a manner that is consistent with local, state and federal laws