Account Manager

• Apr 2021 - Present

- Responsible for all client communications, conflict resolution, and compliance with client deliverables and revenue.- Reviews all major deliverables with clients (i.e. strategic brief, function spec, tech spec, etc.) to ensure quality standards and client expectations are met. - Oversees New Client Start-Up Operations. - Ensures that client issues are dealt with in an efficient manner, informing the Director of Client Services of any problems that may arise. - Oversees the administration of each client contract according to the contract terms - Approves Change Orders and invoices, and is responsible for periodic payment collections. - Works closely with the project team to regularly update pertinent client data and maintain a continuous knowledge of setup and updates status in order to identify potential issues and/or opportunities within or related to any start-up or database-updated project. - Ensures that all Triage processes and procedures are followed and quality standards are met. - Pursues opportunities for account growth and new business, involving the Director and VP of Sales as needed. - Communicates the client's goals and represents the client's interests to the team. - Provides regular communication that meets or exceeds client expectations. - Provides clients with an effective understanding of company capabilities and service, and communicates all triage offerings to the clients as appropriate. - Responsible for regular input in CRM Tool on all account activity, including status and call reports on a weekly basis. - Oversee annual client retraining when appropriate.- Collaborates with sales personnel by running reports using the data warehouse portal. - Present via conference call or in-person annual performance results and outcomes in accordance with client tier-level benefits and the client review process. - Prepare all necessary stewardship documents for service review to include performance and ROI.