Customer Service Account Manager

TEKsystems is a leading provider of business and technology services, and they are seeking Junior Account Managers to support their voluntary benefits team during a peak onboarding season. The role focuses on managing details, timelines, data, and client coordination to ensure smooth onboarding and ongoing success for new clients.

Responsibilities:

• Support a small group of Account Managers who oversee end‑to‑end onboarding for new clients
• Assist with multiple onboarding projects at once, helping manage timelines, documentation, and follow‑ups
• Join client and internal meetings to take notes, track action items, and ensure next steps are completed
• Work extensively in Excel, including data analysis, VLOOKUPs, and pivot tables
• Update and maintain client and project information in Salesforce
• Communicate with internal teams and external partners as needed (limited phone work, but comfort speaking up is important)
• Proactively flag issues, ask questions, and help keep projects moving forward

Requirements:

• 1–2 years of experience in a professional role (strong internships acceptable)
• Strong Excel skills (required; VLOOKUPs and pivot tables)
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple projects and deadlines
• Comfortable working cross‑functionally and asking questions when clarification is needed
• Experience in account management, sales support, project coordination, operations, or client services
• Experience using Salesforce or another CRM
• Experience in marketing, operations, or customer success
• Experience managing timelines, deliverables, or onboarding processes