Associate Account Manager
Wheels

Job Info

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Job Description:

Essential Functions
Conduct research, collect data, update status events, and prepare appropriate reporting based upon specific client parameters
Respond to clients, dealers, drivers, internal customers, and vendor phone/email inquiries within established service level standards
Assist in managing open Salesforce requests to ensure cases and associated tasks remain current and do not go overdue
Escalate issues that impact service delivery
Audits and Reporting of Data Integrity
Data and Exception Management
Clearly communicate recommendations to customers and across the organization
Understand customers fleet policies, anticipate needs, participate in executing on goals
Meet or exceed all departmental driven phone and Salesforce KPIs
Assist in creating SOPs and FAQ documentation
Other duties as assigned

Other Duties

Competencies
Thorough knowledge of clients and service offerings
Able to proactively identify and understand internal and external client needs
Effective at influencing across the organization through knowledge and expertise
Committed to success of coworkers and organization
Demonstrate integrity, enthusiasm, and a willingness to be involved and make a difference
Strong written and oral skills to work effectively with clients and internal/external organizations
Self-starter, ability to work independently and manage priorities effectively
Problem solver
Strong organizational skills and attention to detail
Able to manage multiple tasks and consistently communicate results
Effective in keeping deadlines, following up on tasks, and maintaining commitments

Job Specifications
Leadership Responsibility:
Work Environment: Office Setting
Position Type/Standard Schedule: Flexible Work from Home
Travel:

Education & Experience
College degree or equivalent experience
One to two years of relevant experience
Intermediate to Advanced Proficiency in Microsoft Excel
Outstanding verbal and written communications skills
Intermediate math skills to calculate interest, percentages, depreciation rates, and discounts

Disclaimer
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EEO Statement
Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.

Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.

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