Account Manager - Single Family

Conservice,
Hybrid

About The Position

The Single Family Account Manager will complete monthly client reports, account reviews, and plan/execute projects to help with client needs. Duties include, but are not limited to implementations, training, transition plans, research, and answering client questions. After training, this candidate can expect to handle client projects, calls, etc. on their own. This role requires the candidate to be organized, self-driven, and adaptable. Attention to detail and written and verbal communication skills are critical. Travel may be required. Candidates applying should have a wide range of knowledge about Conservice and the Single Family product including Billing and Synergy. Experience with implementations, client calls, and working across teams is also helpful.

Requirements

  • Proficiency in Excel and Word
  • Self-motivated
  • Ability to meet deadlines
  • Excellent attention to detail
  • Strong organizational skills
  • Ability to work well with others
  • Ability to handle difficult situations successfully
  • Experience with client implementations
  • Experience with project planning
  • Strong understanding of Conservice departments and Single Family processes
  • Proven track record of success in past positions
  • Ability to learn quickly

Nice To Haves

  • Wide range of knowledge about Conservice and the Single Family product including Billing and Synergy
  • Experience with implementations
  • Experience with client calls
  • Experience working across teams

Responsibilities

  • Complete monthly client reports
  • Complete account reviews
  • Plan and execute projects to help with client needs
  • Handle implementations
  • Provide training
  • Develop transition plans
  • Conduct research
  • Answer client questions
  • Handle client projects and calls independently after training
  • Lead regular client calls
  • Participate in internal calls
  • Prepare and present account review presentations
  • Coordinate and work with internal teams
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