Account Specialist (Remote)

Accuris
10d$65,000 - $75,000Remote

About The Position

The Account Specialist supports the renewal process for a high-volume portfolio of customer accounts. This role focuses on executing established workflows, maintaining accuracy in pricing and account data, and supporting timely renewal completion and ongoing account support. This position is ideal for someone who is highly adaptable, detail-oriented, organized, and comfortable working within structured processes that frequently change due to department needs.

Requirements

  • Strong attention to detail and organizational skills
  • Ability to follow structured processes and workflows
  • Strong analytical and problem-solving skills
  • Clear written and verbal communication
  • Comfort working with multiple systems and tools
  • Ability to work in a fast-paced environment where procedures are rapidly changing to meet program needs

Nice To Haves

  • Bachelor’s Degree preferred
  • 3 - 5 years of experience in customer support, sales, operations, or administrative roles
  • Experience with CRM, ERP, or quoting systems
  • Intermediate Microsoft Excel skills (basic formulas, data organization)

Responsibilities

  • Process assigned renewal accounts using established workflows
  • Prepare and validate pricing quotes based on defined guidelines
  • Ensure accuracy of account data, pricing, and renewal details
  • Track renewal progress and follow through on required steps to completion
  • Respond to customer inquiries related to renewals, addons and customer questions, using provided resources and templates
  • Escalate complex or non-standard issues to senior team members
  • Support clear and timely communication to ensure a smooth renewal experience
  • Follow standardized procedures and documentation for all renewal activities
  • Identify situations that don’t follow standardized procedures and adapt the processes to meet the need
  • Utilize training materials and knowledge tools to complete tasks efficiently
  • Maintain organized records and update systems consistently
  • Partner with team members to ensure continuity and coverage across accounts
  • Participate in training and onboarding activities
  • Share feedback on process gaps or inefficiencies observed during daily work
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