Tactiq-posted 2 months ago
Full-time • Entry Level
Midlothian, VA
11-50 employees

As an Account Services Representative, you will be one of the main points of contact for our retail and vendor clients using our platforms. Your role will focus on onboarding, relationship management, and ensuring successful usage and satisfaction with our tech solutions. You’ll work closely with internal teams to troubleshoot client issues and provide necessary support that drives client retention and platform utilization.

  • Build and maintain strong, long-term client relationships by serving as a dedicated liaison.
  • Support the onboarding processes for new vendors and retail clients.
  • Resolve client concerns quickly and effectively.
  • Provide training and support on platform functionality and features.
  • Collaborate with technical support and customer care teams to escalate and resolve client issues.
  • Contribute to continuous process improvements to enhance the client’s experience.
  • 2+ years of experience in account management, client success, customer service, or related customer-facing roles.
  • Strong understanding of SaaS platforms and/or DSD industry workflows preferred.
  • Excellent communication and relationship-building skills.
  • Tech-savvy with the ability to learn and explain complex systems in a simple way.
  • Highly organized, detail-oriented, and capable of juggling multiple accounts.
  • Experience using Microsoft Office, particularly Excel, and CRM tools (e.g., Salesforce, HubSpot) is a plus.
  • Health Care Plans (Medical, Dental & Vision)
  • 401k plan with company match
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (including time for volunteering) & Public Holidays
  • Generous Parental Leave
  • Short Term & Long Term Disability
  • Training & Development opportunities
  • Work From Home & Flexible work arrangements
  • Wellness Resources
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