Account Advisor Job Description
Account Advisor Duties & Responsibilities
To write an effective account advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included account advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Advisor
List any licenses or certifications required by the position: ITIL, CISSP, CCNA, VCP, CIMA, ACCA, PMI, RPO
Education for Account Advisor
Typically a job would require a certain level of education.
Employers hiring for the account advisor job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Business, Education, Management, MBA, Healthcare, Graduate, Finance, Computer Science, Project Management, Accounting
Skills for Account Advisor
Desired skills for account advisor include:
Desired experience for account advisor includes:
Account Advisor Examples
Account Advisor Job Description
- Customer facing sales order process, including SAP sales order entry & maintenance, supply chain and shipping / logistics compliance monitoring
- Payment & Invoice tracking which entails weekly review (using BW reporting/Tradelink) of account settlement status to monitor and coordinate timelines of payment for account base to ensure smooth flow and delivery of product into the Regional markets
- Communicates with Factory liaisons on behalf of Distributors regarding the timing of shipments, supply chain and open production orders
- Provide periodical fiscal shipment reports based on delivery/credit status of a/c base and managing risk to the businesses shipment forecast
- Support and provide accurate information to the Sales Director to enable prompt collection of goods at port based on vessel ETA to ensure we perform within operational guidelines
- Ensure goods are invoiced in line with legal requirements with support and guidance from line manager
- Accountable for resolving ‘pending production’ issues and escalating to manager where necessary and promptly
- Oversees samples delivery for a/c base
- Perform other duties as required / assigned by manager
- Responsible for dealing with enquiries from customers covering all aspects of their ordering needs
- Maturity to deal with tough customers in crisis situations
- Service Background
- Customer focused, understands enterprise customer’s infrastructure
- SAP/Business Warehouse experience preferred
- Good understanding as to the information factories need to be able to do a world class job for WW
- 3+ years previous experience in wholesale merchandising/customer service, or production, logistics
Account Advisor Job Description
- The Agent advisor will from time to time assigned with other administrative tasks
- Employee will work with the Bed Management Team and be able to multi-task
- This position monitors all hospital beds (admissions/transfers) from a central bed management department in order to maximize patient flow and reduce patient wait times in the ED other locations throughout the hospital
- Employee will utilize written and verbal communication skills to collaborate with physicians, departments and all members of the healthcare team
- You Should Have
- Will communicate business benefits
- Educate client of current feature usage
- Recommend setup changes to improve performance and maximize feature functionality
- Convey industry-specific data to support best practice recommendations
- Apply WBS methodologies to define the components of the project scope Tobe managed
- Interpersonal, leadership & communication skills essential
- Highly motivated, confident and organized individual
- Spanish Language skill would be an advantage
- Works well under pressure when working to tight deadlines and is adaptable
- Ability to work Monday through Friday, 9am–5pm or 10am-6pm CST, at our Chicago office
- Native-level fluency in English is required
Account Advisor Job Description
- Candidate should have the capability to effectively plan a project’s schedule
- Use activity definitions, sequencing, duration estimation and milestones to create a project schedule
- Control and monitor project schedule
- Use Cost estimates, probabilistic cost risk assessment, and contingency plans to create a project budget and cash flow estimate
- Utilize Cost Risk Analysis at appropriate intervals in overall project plan
- Prepare cost estimates with margin of error based on phase of the project
- Prepare budget and expenditure reports
- The ability to create AFE’s in SAP and the ability to understand business case models
- Use forecasting of cost for time and materials to influence project decision making
- Develop budgeting, cost monitoring and reporting plans
- A communications, public relations or journalism background is preferred
- Personal Lines Experience 5 years minimum
- Minimum Level 2 Insurance License required
- Minimum of 1-3 years’ experience in precertification and verification related to healthcare pre-services
- Apply cost control procedures
- Create risk management plans and perform qualitative risk analysis
Account Advisor Job Description
- Consistently meet stakeholder expectations
- Develop a formal communications plan and identify ways communications were successful
- Update and refine the communications plan as required
- Use team building activities, general management skills, reward and recognition systems, collocation, and training for the development of project team
- Have the ability to manage regional and global project teams in a matrix organization
- Increasing customer retention and achieving revenue expansions through maintaining and developing client relationships
- Communicating business benefits
- Convey industry-specific data to support best practice recommendation
- Provides clients with accurate factual information utilizing appropriate resources
- Develops proposals for prospects and performs all activities necessary to convert prospect to client
- Bachelor’s Degree or equivalent and 12+ years of work experience (including time working in project environment, with at least 5 years of experience of managing projects)
- The ability to manage complex projects and programs
- Expert in Project
- Previous experience working within a Program Management Office preferred
- Preferred knowledge and experience of the technical area being managed and an awareness of the business issues
- Global experience in managing projects preferred
Account Advisor Job Description
- Assist clients with general onboarding, email marketing best practices and application training
- Responsible for having a deep understanding of clients’ business models, their overall goals and their needs as they relate to email marketing and social media
- Act as a consultant with clients to ensure a well-thought out and high functioning email marketing program that delivers a solid ROI to the client and iContact
- Ensure clients’ messages are optimized to achieve the highest open and click rates possible, and maintain low spam complaint rates
- Assist clients in interpreting the results of their campaigns and make appropriate adjustments
- Proactively engage clients around new feature releases and opportunities to adopt current features while providing feature support and identifying opportunities for upsell
- Conduct account reviews to demonstrate client growth and opportunities for feature utilization for each client that is $500+ at least once per year
- Accountable for resolving client issues, proposing solutions and escalating to the appropriate person to the point of resolution
- Utilize Churnzero and Jaspersoft to proactively identify and engage clients, deliver value, and reduce churn
- Engage clients and build relationship through use of video calls
- Sold On-Demand, SaaS (Software as a Service) solution or subscription based product to a diverse customer base
- A communications, public relations or journalism background preferred
- Experience selling in the PR vertical is preferred
- Able to identify growth opportunities and act on them
- Owns issues to resolution and properly communicates updates to the teams
- Work collaboratively with other departments to ensure 100% client satisfaction