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Account Manager
Account Manager-March 2024
Troy
Mar 28, 2026
About Account Manager

  With independence the Account Manager is responsible to integrate at all levels of the organization to promote the delivery of a quality product and the professional and timely handling of customer work. The Client Relationship Manager is responsible for management of the account from implementation to the life of the contract. The Client Relationship Manager will embrace company vision while promoting the company's core operating values. Very strong organizational and communication skills, self- management, tenured customer service in related field, able to work on additional tasks and/or projects; ability to cross train. Must be extremely proficient with Google Workplace tools.

  ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

  Manage and develop strong client relationships with multiple clients

  Act as a liaison between various departments to fulfill the needs and expectations of our clients

  Responsible for understanding and education of all offerings and services

  Service incoming client calls regarding completion times, billing, and explanation of services performed

  Place outbound calls to clients in an effort to obtain additional information necessary to fulfill clients' service agreements

  Provide technical software support to clients and learn various software programs

  Testing of new proprietary software prior to client release

  Resolution of outstanding Accounts Receivable issues - outstanding invoices, unpaid prepayments, and credit card discrepancies

  Set appointments and continuing education sessions with CPAs and end clients for sales team

  Draft agreements and provide general sales support for sales team as needed

  MINIMUM JOB QUALIFICATIONS/EXPERIENCE

  Excellent communication and interpersonal skills

  Detail oriented

  Strong problem solver with the ability to think critically, gather data, analyze information and prepare reports

  Able to multi-task to accomplish workload efficiently

  Strong documentation skills and the organization of client information

  Proficient utilizing Microsoft Office products such as Outlook, Word and Excel

  Ability to self-manage

   

  Exela is committed to creating a diverse environment and is proud to be an equality opportunity employer. Qualified applicants will considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, gender/sex, marital status, sexual orientation, gender identity, gender expression, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local laws.

   

   

   

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