Accounts Relationship Specialist

Company: Victory Advisory Firm
Location: Newport Beach
Posted on: May 9, 2022

Job Description:

POSITION DESCRIPTION: The Account Relationship Specialist serves as a post-sale resource to new and existing clients and operational sales support for a sales team. The Account Relationship Specialist works in partnership with Account Executives to ensure smooth client on-boarding and retention. As an extension of the outside sales team, this role is a team builder, not a turf builder, in a fast-paced and team-oriented environment. RESPONSIBILITIES: Manage new and existing accounts with a focus on delivering first class customer service, client satisfaction and retention. Help execute digital solutions that meet and exceed our clients expectations by delivering the right results at the right time. Support the planning and execution of both print and digital advertising campaigns and help monitor campaign performance. Build and nourish strong business relationships with assigned clients. Use those relationships to better understand and meet their individual needs and requirements as well as enhance the sales performance of the team. Identify client needs and suggest appropriate products/services. Collaborate with sales partners and management on new ideas and initiatives. Provide feedback to sales partner regarding customer needs and concerns. Effectively maintain CRM platform structure to ensure that all information is current and accessible. Manage and maintain accuracy and integrity of account, contact and opportunity data. Manage reporting to identify trends; measure and forecast performance, churn, and retention. Collaborate with account executives to identify customer support and technology problems and resolve them. Maintain a thorough understanding of procedures to schedule advertising campaigns. Attend all sales training, sales meetings, strategy meetings and outside work-related events as assigned. Work with team members on ways to improve sales figures and identify the campaign performance for the customer. Serve as support on sales calls as needed. Perform other duties as assigned. Requirements, minimum education level, and experience: Bachelors degree in Business, Marketing, Communications or equivalent sales experience Experience using CRM system strategically to deliver business value Dependable transportation and a valid South Carolina drivers license and proof of insurance Digital marketing account management experience preferred Knowledge, Skills and Abilities: Marketing fundamentals plus cross-function and collaboration skills Expert in Excel, Word, and PowerPoint Google certifications a big plus: Analytics, Adwords, Google my Business Ability to understand the business requirements and work with the team to translate them into solutions Strong oral and written communication skills Strong planning and organizational skills with attention to detail Strong customer service, interpersonal, and relationship building skills Strong analytical, problem solving and troubleshooting skills; ability to define problems, collect data, establish facts and draw conclusions Ability to comprehend how individual data rolls up to achieve key program goals and milestones A strong working knowledge of a variety of digital services and how to match our solutions, products and services with our clients needs The ability to create custom, professional presentations based on the data provided by our sales team The ability to coordinate deliverables on time in a cost-effective and high-quality manner The ability to work together with our sales team to brainstorm solutions and/or go on sales calls with them to help explain complicated digital solutions to clients Strong time management skills to meet deadlines Ability to prioritize and re-prioritize as needed in a fast-paced and somewhat stressful working environment, proactively managing numerous projects and prioritize competing deadlines Self-starter with the ability to work both independently and within a collaborative team environment Physical Requirement, Work Environment and Travel: Close eye work on computer, continuous sitting, constant walking, standing, light to moderate lifting 15-20 pounds. The worker is frequently subject to inside environmental conditions, which provide protection from weather conditions but not necessarily from temperature changes. However, the worker is also sometimes subject to outside environmental conditions while meeting with clients outside of the office. Limited local travel is required. EOEby Jobble

Keywords: Victory Advisory Firm, Newport Beach , Accounts Relationship Specialist, Other , Newport Beach, California