Account Services Job Description
Account services
provides support to the Treasury Banking Relationships and Operations team as an approver within operational processes.
Account Services Duties & Responsibilities
To write an effective account services job description, begin by listing detailed duties, responsibilities and expectations. We have included account services job description templates that you can modify and use.
Sample responsibilities for this position include:
Drives operational and business initiatives improving customer/ account satisfaction
Manage Customer Excellence through critical analysis of account/sales feedback to identify root causes of account satisfaction, process defects and inefficiencies
Monitor customer contract orders, ensuring timely product allocation and shipping
Own RFPs at certain threshold – responsibility for brainstorming creative ideas with Sales, building PowerPoint presentation decks to accompany media plans
Input orders into FreeWheel RPM and other sales order entry systems specific to agencies
Own RFPs at certain spend threshold – responsibility for brainstorming creative ideas with Sales, building Powerpoint presentation decks to accompany media plans
Analysis of data/reports to effectively manage forecast
Reviewing all customer order activity daily and managing daily customer communication
Coordination of necessary information with Sales and Order Management on product allocations based on departmental directives
Reviewing daily inventory balances and customer demand
Account Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Services
List any licenses or certifications required by the position: ITIL, CAFM, V3, PHR, CDIA, PMP, APICS, MBA, RHCE, PMI
Education for Account Services
Typically a job would require a certain level of education.
Employers hiring for the account services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Marketing, Engineering, Business/Administration, Management, Associates, Finance, Communications, Science
Skills for Account Services
Desired skills for account services include:
Relevant operational processes and procedures and company products and services
Tools
Microsoft Office applications
Banking principles
Operations and processes
Ability to adapt as needed
Ability to leverage that information in creating customized customer solutions
Anticipating
Approaches
Operational
Desired experience for account services includes:
Negotiation, presentation, and writing skills
Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues
Experience with digital advertising platforms – FreeWheel preferred
1-5 years of knowledge of cash distribution and/or personal finance
The Gartner report evaluates IT service providers across two planes
Performing detailed analysis of 852 data for entire product portfolio
Account Services Examples
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Account Services Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of account services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account services
- Understands the strategic and financial goals of the division and leading team in best practices and processes of order management to ensure each member understands and meets the goals for their territory
- Ensures all Account’s seasonal buys are validated against order confirmations, verified against financial plan, and discrepancies are communicated to all relevant parties and resolved in a timely manner
- Pulls, measures and tracks Divisional weekly order fulfillment
- Leads team members to be responsible for maintaining accurate data files and communication to Accounts on PO pricing discrepancies for chargeback research and reversals
- Independently and consistently acts upon the strategic and financial goals of the division, fully understanding how their role impacts those goals
- Generates and Analyzes data to support Manager in management of the forecast, identifies and takes action on risks and opportunities to meet fiscal goals and support business strategies, partnering with Sr
- Monitors and analyzes supply/demand match and partners with Sales/Production/Finance to take action to manage oversolds/excess styles and improve fill rate to customer orders
- Responsible for order management of assigned Sales territory including entering, confirming and maintaining customer orders to ensure accuracy
- Validate Account’s seasonal buy, in-season reorders against order confirmations and clearly communicate and resolve discrepancies
- Monitor Account’s weekly order fulfillment to identify and communicate to Management all concerns that may impact order fulfillment and cause financial risk
Qualifications for account services
- Review and communicate to Sales and Accounts all issues impacting deliveries, including late receipts, product shortages, style updates, quality issues and transportation delays
- Partner with Account Logistics to ensure compliance with customers’ logistics and floor ready requirements to minimize customer chargebacks and maintain positive customer relations
- Train, coach and serve as a mentor to Account Services Reps and Account Logistics Specialists
- Develop a clear understanding of Brand and business process requirements specific to the division
- Maintain and update orders based on customer requests and direction from Sales
- Efficient and accurate data entry abilities - numeric data entry for recording cash transactions
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Account Services Job Description
Job Description Example
Our company is looking for an account services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account services
- Provides a high level of personalized service to significant regional and multi-regional accounts assigned by Senior Director, Account Services Group
- Possess fundamental understanding of accounting, revenue management, guest relations practices and policies in order to effectively provide service in these areas
- Troubleshoot and anticipate the impact any changes made to the program or will have on program delivery
- Own the sales cycle for services opportunities end-to-end and involve delivery management proactively in complex deals
- Experience directly orchestrating large complex deals is a must
- Maintains an acceptable rate of business acquisition
- ASM for InkJet and Indigo customers in Japan
- Initiates activities supporting HP and account’s business growth and profitability
- Experience using Microsoft Office including Excel, Word and Outlook
- At least 1 year of experience in logistics and/or transportation
Qualifications for account services
- Travel within the EMEA region will be required on average once per month
- Fluent English, oral and written, other European languages is an advantage
- 2+ years of account/client management
- Experience with Eventbrite and Salesforce a plus
- Must have the ability to communicate effectively and tactfully with managers and other
- Demonstrated ability to function effectively as part of a team working in a high visibility client environment
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Account Services Job Description
Job Description Example
Our company is searching for experienced candidates for the position of account services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account services
- Experience scheduling or planning in the Transportation/Logistics industry
- Supports the Director of Global Account Services in building and maintaining client relationships, working in partnership with the field sales organization, international SPP offices, and our global partner network, while serving as the primary internal contact for global accounts
- You will be the single point of contact for their customers and will build relationships with those customers to ensure they are fully supported within their roles
- Part of the role will include supporting your team with their calls and email from customers other departments during the business critical times of the year
- Assess SAP SWOT
- Manages client relationship in order to provide superior work, value added services, and expand account responsibilities
- Onboard new clients in the areas of loans, global treasury management, trade finance and other areas
- Deal with all areas of the bank to serve the needs of clients and support multiple Relationship Managers
- Work directly with the bank’s customers to address inquiries and resolve problems related to the customer’s banking services
- Knowledge of the wholesale bank products, especially GTS, FX, Trade Finance and Derivative products
Qualifications for account services
- Highly focused with attention to detail
- A Services Executive must have superior sales, business development and business management skills
- The Services Executive should demonstrate an expert level of proficiency in sales and business acumen, pipeline management, customer relations, opportunity identification and conflict and negotiation management
- HealthCare knowledge and experience is strongly preferred
- Possess a strong skill set in IT services and solutions sales and business development
- Must have an undergraduate or graduate degree in Business, Computer Science or Engineering
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Account Services Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of account services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account services
- Assemble and verify loan documents for accuracy
- Obtain and track required financial reporting items
- Perform all duties from routine to complex administration of the team’s depository and credit portfolio
- Understand credit policy & procedures, BSA, AML and compliance policies
- Demonstrate sales skills to identifying new sales and service opportunities in support of the team’s portfolio
- No supervision duties
- Establishes new customer accounts in the mainframe and other internal systems
- Performs review of customer requirements from bids, contract or other vendor’s customer completed cataloging and processing profiles and translates the customer requirements into the ILS BookMarc system
- Must develop a complete understanding of the ipage Custom MARC set-up, how that set-up applies to the export of on-order records to the customer’s Integrated Library System, and, in turn, how the resulting order Ingram receives from the customer’s Integrated Library System flows through the EDI connection into BookMARC to produce the appropriate customized MARC records with holdings tags in an FTP file and BookMARC components
- Provides ongoing support, follow-up and information to ILS Field Sales team, customer service, bids and contracts, and collection development
Qualifications for account services
- Bachelors degree in related fields or similar experience (Business / Engineering or Technology)
- High energy and enthusiasm level
- Cultivate and build positive relationships with your client base
- Must have the ability to have a general business conversation without falling back on product expertise
- Must have ability to diagnose and build custom client solutions
- Bachelor's degree or equivalent experience in industry related field
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Account Services Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of account services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account services
- Completes special projects requiring outbound call initiatives for special programs sales, customer notification, and account clean up
- Utilizes Account management process to identify key customers and to develop specific action plans drive new customer acquisition
- Develops relationships with multiple buying influences in the customer’s organization, including executive level customers, facility managers and purchasing
- Gathers and validates preliminary information and performs facility walkthrough or other requirements
- Determines project needs, constraints, and responsibilities to meet all of the customer’s HVAC maintenance and project requirements
- Validates the offering with customer
- Develops and executes an account specific business plan to identify the long-term, mutual support requirements to facilitate a strong, profitable and successful partnership
- Presents the overall Trane offering conceptually to executive buyers
- Analyze outside financial firms’ statements to validate that assets funding the new PAM Account can be held with our Custodian and align with our written policies to provide a quality onboarding experience for our internal and external clients
- Responsible for reviewing Retirement Plans
Qualifications for account services
- Minimum of 3-5 years experience in selling intellectual property / intangible products
- The Account Specialist will be responsible for the strength of the relationship with the customer and for personalising the service offered to each individual customer
- First academic degree in Engineering, MBA – an advantage
- Printing industry experience in customer facing role – 3- 5 years
- Problem solving capabilities, experience in big multi-national company
- Minimum 10 years direct/indirect services sales experience in the Telecommunications field