Account Management Administrator

3 semanas atrás


Lisboa, Lisboa, Portugal Workplace Options Llc Tempo inteiro

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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