Account Executive I

Role Overview

• Investigate and provide resolution to client issues, log all inquiries and summaries of issue and resolution
• Proactively identify areas of opportunity for client by monitoring trends, data, etc.
• Manage client relationship, ensures timely customer responses, collaborates with internal teams, and supports process improvements within established service standards
• Take ultimate ownership of client relationships, understanding their strategic priorities and how our fleet services impact their organization
• Provide prompt responses to internal and external customer inquiries in accordance with established service delivery metrics, goals, and standards
• Work cohesively with Client Administrators, teammates, and internal contacts to create a consistent and customer-friendly environment
• Proactively engage with clients to influence decision-making processes through strategic recommendations and creative solutions
• Properly manage customer service escalations from intake through resolution, ensuring thorough tracking, follow-up and client satisfaction
• Identify and propose process improvements to enhance efficiency and effectiveness within company workflows and operations
• Understand client data, assist in reporting development, and monitor key performance indicators (KPIs) to track client success and identify improvement opportunities
• Provide strategic solutions and recommendations to address client challenges and optimize service delivery, partnering with internal subject matter experts (SMEs) as deemed required
• Maintain proactive communication with clients, providing regular updates on open items and addressing client concerns promptly
• Demonstrate a comprehensive understanding of company products, services, and offerings to effectively support client needs and initiatives
• Manage relationships with large and complex clients, ensuring high levels of satisfaction and retention

Requirements

• Bachelor’s degree in Business Administration, Communications, or equivalent work experience required
• 2+ years Account Management or Customer Relationship Management experience required
• Proficient in various desktop tools including Microsoft Office programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.), with a strong emphasis on Excel skills
• Familiarity with virtual office technology and equipment such as Zoom, Microsoft Teams, and other collaboration tools is preferred

Benefits

• Health insurance
• 401(k) matching
• Flexible work arrangements
• Professional development opportunities