Customer Account Specialist
About The Position
The Customer Account Specialist serves as a critical liaison between strategic customers, sales teams, and internal departments to ensure exceptional account support, operational efficiency, and customer success. This role is responsible for coordinating customer onboarding activities, supporting key account initiatives, managing account-related processes, and enabling sales and customer-facing teams with the tools, resources, and information needed to drive customer retention, satisfaction, and revenue growth. The position combines customer support, account coordination, process improvement, reporting, and cross-functional collaboration to deliver a best-in-class customer experience.
Requirements
- Bachelor's degree in Business Administration, Sales, Marketing, Communications, or a related field preferred.
- 3+ years of experience in account management support, customer success, sales operations, or client services.
- Strong customer relationship management and account coordination experience.
- Advanced proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Outlook.
- Strong analytical and reporting skills with the ability to interpret data and provide actionable insights.
- Excellent written and verbal communication skills.
- Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong organizational skills and attention to detail.
Nice To Haves
- Experience supporting strategic or enterprise-level customer accounts preferred.
Responsibilities
- Serve as the primary internal support resource for Strategic Account Managers and key customer accounts.
- Coordinate customer onboarding activities, ensuring a seamless transition from sales to implementation and ongoing support.
- Manage account documentation, customer records, contract administration, and account-related correspondence.
- Track and monitor customer requests, escalations, service issues, and resolution progress to ensure timely follow-up and customer satisfaction.
- Develop and maintain sales enablement resources, process documentation, account playbooks, and customer-facing materials.
- Partner with Sales, Operations, Customer Success, and Technical Support teams to coordinate customer needs and business objectives.
- Generate and analyze account performance reports, customer engagement metrics, and key performance indicators (KPIs).
- Identify opportunities to improve customer experience, streamline workflows, and enhance operational efficiency through process improvements.
- Support strategic account reviews, business reviews, renewal planning, and customer retention initiatives.
- Assist with special projects, process implementations, and other initiatives that support strategic account growth and organizational objectives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
