Account Management Administrator
3 semanas atrás
Job Summary: We are seeking a highly organized and detail-oriented Account Management Administrator to join our team at Workplace Options. As a key member of our Account Management team, you will provide administrative support to our account managers, ensuring seamless communication and coordination with clients and internal stakeholders.
Key Responsibilities:
- Serve as the primary liaison for administrative activities related to key accounts, including participating in recurring calls, documenting meeting notes, and providing data and reports for trend analysis.
- Support account managers in monitoring and addressing key account needs, as well as managing client projects to align with both client objectives and company goals.
- Represent the Account Management team in client communications, handling phone messages, managing email inquiries, and ensuring that requests are directed to the appropriate team members or departments.
- Export data from Microsoft Power BI and our proprietary reporting tool and maintain client information in databases such as SharePoint and our Client Portal.
- Act as a liaison between Account Management and internal teams through our ticketing platform, Jira, coordinating and triaging requests efficiently.
- Identify challenges and areas for improvement within the Account Management process and propose actionable solutions to enhance team success.
- Assist in setting up new client contacts and ensuring accurate updates to our CRM database, Microsoft Dynamics.
- Use Microsoft Dynamics Customer Journeys to manage and execute bulk communications with client contacts.
- Review, process, and analyze large volumes of data to support various needs and initiatives.
- Help prepare and coordinate site visits and client onsite events, ensuring everything runs smoothly.
Requirements:
- Bachelor's degree
- Eligible to work in the United Kingdom
- Proficient with web technology applications and competent in working with all Microsoft Office Suite products, with a heavy emphasis on Excel and PowerPoint
- Education and/or psychology background preferred but not required
- Familiarity with Microsoft Dynamics (or similar CRM), SharePoint and Jira are highly desired but not required
- Strong communication skills in both written and spoken French and English
- Exceptional Organizational skills to be able to manage multiple tasks and projects with precision and efficiency
- Outstanding Time Management skills with the ability to effectively prioritize tasks and manage deadlines
- Ability to thrive in an independent work environment while maintaining a high level of productivity and initiative
- Client-Centric Problem Solving skills and the ability to use innovative thinking to address challenges and exceed client expectations
- Proficiency in web technologies and Microsoft Office Suite, with a solid understanding of various digital tools and applications
What We Offer:
- Life plan
- Health plan
- Work accident insurance
- Meal allowance
- Gym reimbursement
- Tuition reimbursement
- Professional license reimbursement
- Clinical supervision
- 24/7 support for risk calls
- Mentorship programme
- CPD training reimbursement
- Access to professional monthly clinical development webinars & professional development workshops
- EAP benefits
- Employee exchange programme
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