Account Manager, CORE

Wheels•Schaumburg, IL
•Hybrid

About The Position

The Account Manager serves as the central connection between clients and internal teams, managing a diverse client portfolio and supporting a seamless, high-impact client experience. The role works closely with Client Management and operational teams to support client retention, execute transactions, manage escalations, and identify strategic opportunities that contribute to client success. The Account Manager represents the client voice across the business and works with leaders, employees, customers, and suppliers in a dynamic, fast-paced environment. Success requires initiative, disciplined execution, relationship-building, and the ability to manage competing priorities. The position has no direct management responsibilities, but provides day-to-day guidance and feedback. It is a full-time, Monday-through-Friday hybrid role based in Georgia or Illinois, with 10% travel. The position is eligible to participate in an annual incentive plan based on company and individual performance.

Requirements

  • High school diploma required.
  • At least 4 years of customer service experience in a high-volume, multitasking environment.
  • Excellent verbal and written communication skills.
  • Intermediate proficiency in Microsoft Excel.
  • Intermediate math skills, including calculating interest, percentages, depreciation rates, and discounts.
  • Time-management skills and strong attention to detail.
  • Diplomacy, tact, and composure when addressing challenging or urgent customer issues.
  • Strong teamwork and collaboration skills.
  • Ability to be flexible and adapt quickly in a fast-paced environment.
  • Ability to manage multiple priorities and tasks simultaneously in a demanding environment.
  • Proactive, self-starting approach and ability to work independently and as part of a team.
  • Professionalism in a dynamic work environment.
  • Sound problem-solving, analytical, and critical-thinking skills.
  • Ability to regularly speak, hear, see, and operate a computer, keyboard, mouse, and phone; sit or stand for extended periods.

Nice To Haves

  • Bachelor’s degree preferred.
  • Project management proficiency.
  • French language proficiency.
  • Salesforce experience preferred.

Responsibilities

  • Manage a diverse portfolio of clients and process, oversee, and resolve client operational requests.
  • Set up and facilitate client action-register calls and ensure action items progress to completion.
  • Develop knowledge of products, services, and communications, and serve as a knowledgeable resource for clients.
  • Coach clients on fleet best practices and train them on available reports, subscriptions, and reporting options.
  • Work with the Fleet Consulting Manager and Client Services Manager to maintain account communications and manage client expectations.
  • Collaborate with account team members on client opportunities and cultivate strong client relationships.
  • Serve as the first point of contact for operational escalations and own investigation through resolution.
  • Identify, manage, and maintain cycle-time commitments through Salesforce, email, and telephone communications.
  • Identify process improvements that benefit clients or increase business efficiency; develop and maintain customer or standard-business-process SOPs.
  • Action internal and client-facing data files and reports to ensure compliance.
  • Coordinate with internal departments to resolve client requests and serve as a Client Services stakeholder in cross-functional meetings and product/IT development.
  • Support the Fleet Consulting Executive in preparing for client QBRs and SLA/KPI discussions.
  • Contribute to client meetings and discussions and participate in new-client activation for assigned accounts.
  • Maintain confidentiality of received information.
  • Meet Salesforce KPIs and manage assigned Salesforce cases to established completion dates; communicate status updates and final resolutions to clients.
  • Learn foundational systems, policies, and procedures and stay current with updates.
  • Conduct root-cause analyses to prevent recurring issues and support continuous improvement.
  • Perform other duties as assigned.

Benefits

  • Robust benefits package for employees and families; specific benefits are not itemized in the posting.
  • Eligible to participate in an annual incentive plan based on company and individual performance.
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