Strategic Account Services Specialist

Caliber HoldingsLewisville, TX

About The Position

The Specialist, Strategic Account Services, manages all agreement related functions for assigned territory, Emerging Lines of Business, and accounts/clients. Teammates in this role use their exceptional communication skills and attention to detail to facilitate effective partnerships between center/field leadership and client/account managers, working to ensure project and/or team milestones and goals are met as key drivers for client performance excellence.

Requirements

  • Associates Degree or equivalent combination of education and experience
  • Minimum of 1-3 years of experience
  • Ability to build and maintain effective and productive relationships and work cross-functionally with various departments
  • Good communication, interpersonal and influencing skills
  • Keen Attention to detail and accuracy
  • Able to work well under pressure and handle stressful situations
  • Assertive, Resilient and welcomes change
  • Good analytical abilities, including root cause analysis and thoughtful input for necessary process change(s)
  • Actions embody Caliber’s Core Values
  • Caliber uses E-Verify to confirm the identity and employment eligibility of all new hires.
  • Must be eligible to work in the U.S. with no restrictions.

Responsibilities

  • Responsible for completing agreements across business lines ensuring client/account specifications are met.
  • Responsible for EFT setup across business lines, working with AR team to ensure bank account and W9 accuracy.
  • Manage existing clients/accounts across all business lines, working with account managers to meet needs as they arise
  • Collaborate with the Legal dept on agreements for Fleet Accounts
  • Monitor reports, analyze data, and communicate status and pending items on a regular basis to ensure timely completion of all new client/account requests for all business lines to the repair centers/field leadership.
  • Provides overall support and updates to repair centers and field leadership on account status.
  • Proactively provide renewed business documents to clients/accounts prior to expiration.
  • Manage client portals and Insurance Gateways to maintain compliance and ensure continued activation and timely testing requirements.
  • Efficiently utilize and maintain payment portals, manage, and create logins for the contact center, Accounts receivable, and center access to achieve administrative excellence.
  • Work closely with teammate services to navigate teammate background checks required by clients/accounts for new center openings across business lines.
  • Work is generally of a critical or confidential nature.
  • Assignments may be found in various functional areas
  • Potential for large projects to be assigned in partnership with Integration or Company Growth
  • Complete other duties as assigned by management.
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