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B2B Member Services - Account Manager

Company: AdvisoryCloud
Location: Novato
Posted on: July 1, 2020

Job Description:

Description:
Do you enjoy being a part of a cutting-edge company disrupting the industry they are in? Are you highly organized and enjoy speaking with others? Would you like to be a part of a dynamic team that is all working towards the same goal? As the B2B Member Services - Account Manager you will be responsible for developing, building, and maintaining long term relationships and brand experience with a portfolio of client companies through the end-to-end journey on the AdvisoryCloud platform. You will act as the liaison between client companies and cross-functional internal teams to ensure the timely and successful delivery of our solutions. Every conversation and interaction is an opportunity to nurture, educate, and retain client companies. .

Requirements:
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Craft client company profiles and briefings with company information collected from onboarding call.
  • Responsible for gaining and presenting insights from the company client's virtual advisory board to the company client to support their goals and business objectives.
  • Prepare and guarantee the timely and successful delivery of advisory board briefing reports and field feedback to company clients.
  • Maintain quality and company client satisfaction with all reports and feedback delivered by AdvisoryCloud.
  • Serve as the main point of contact and provide ongoing customer service for client companies to maintain and increase client relationships.
  • Supports the goals of company clients by retrieving information from advisors when the company client is requesting feedback.
  • Handle company resources and coordinate all the teams and activities that are involved.
  • Maintain well-rounded knowledge of the company's products or services through training opportunities and meetings.
  • Other tasks, duties, or special projects as assigned. Supervisory ResponsibilitiesThis position has no supervisory responsibilities.Knowledge, Skills, and Abilities that demonstrate professionalism, and passion:
    • General corporate knowledge including, but not limited to industries, c-level positions, and business functions.
    • Understanding of sales and marketing in a SaaS environment.
    • Can naturally talk, speak, and converse, read and write proficiently.
    • Possess strong interpersonal skills is positive, respectful, and has a great attitude.
    • Is coachable, open to learning, and accepts feedback well.
    • Ability to multi-task, work, think, and move quickly in a fast-changing work environment.
    • Functional goal and detail-oriented with effective time management and organizational skills. Education, Experience, and Training:
      • High School Diploma or G.E.D. equivalence.
      • Proven Account Management or Customer Service success, with a focus on customer escalations and retention practices.
      • Prior experience using Salesforce (or similar CRM), POS system, RingCentral (or similar), GSuite: Gmail, Drive, Calendar, SLACK (or similar IM system), and general internet search capabilities.
      • Experience using a MAC iOS system preferred. At AdvisoryCloud we offer you the opportunity to work with a talented, hardworking, and passionate group of people. Our culture is friendly, supportive, and collaborative. AdvisoryCloud invests in the well-being of our employees and their families through our comprehensive benefits program that includes:
        • Competitive Pay
        • Comprehensive Medical, Dental, & Vision coverage
        • Health Savings and Flexible Savings Accounts
        • Life Insurance
        • Short and Long-Term Disability
        • 401k Retirement Savings Program
        • Commuter Benefit Plan
        • Pet Adoption Reimbursement
        • Life Assistance Program
        • RocketLawyer
        • Zestful
        • Employee Referral ProgramNote: This role is open to local Bay Area candidates only. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. PI121183548

Keywords: AdvisoryCloud, Novato , B2B Member Services - Account Manager, Sales , Novato, California

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