Account Advisor

The Berwyn Group • Minneapolis, MN

22d • $55,000 - $62,000 • Hybrid

About The Position

We are looking for an Account Advisor- DAL who is responsible for managing operational functions to ensure the needs and requirements for each client are met.

Requirements

• Bachelor’s degree in business administration, management, finance, or related area (or equivalent experience)
• 1-3+ years of experience in an account management/account support role, including placing orders, customer training, managing contracts, and billing
• Proficiency using Microsoft Office (Word, Excel, PowerPoint, and Outlook)
• Strong verbal and written communication skills with a customer service focus

Nice To Haves

• Preference given to candidates with experience using Salesforce

Responsibilities

• Resolve all internal and external requests within 48 hours, including responding to help desk tickets, client phone calls and submitting IT tickets when internal systems and client facing portal are not functioning as intended
• Maintain superior invoice accuracy by reviewing invoices and identifying inaccurate fees and charges prior to month end
• Process client credits
• Provide customer support for portal use and password/user management requests
• Help clients understand and complete data/file processing requirements for assigned accounts
• Onboard accounts in customer relationship management system (Salesforce) and internal application
• Facilitate the completion of client questionnaires
• Help Client Success Managers and Sales Reps with product or system related questions from clients
• Perform other related duties as assigned

Benefits

• Comprehensive health insurance, dental insurance, and vision coverage
• Company-paid life insurance, short and long-term disability insurance
• Generous PTO, paid holidays, and floating holidays
• Summer hours: Participating employees will enjoy a half day every other Friday
• Investment in career development including LinkedIn Learning and professional development funds
• The base pay range for this role is $55,000 – $62,000 + annual bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level