Job Summary
• This role is responsible for maintaining positive relationships with small to mid-sized accounts and partners while acting as the primary point of contact for their operational concerns. The role collaborates with internal teams supporting operational strategies and assisting with financial aspects. The role analyzes data and market trends, providing basic guidance to customers and gathering feedback while ensuring compliance with regulations and organization policies.
Responsibilities
• Maintains positive relationships with assigned accounts and partners addressing basic operational concerns and queries.
• Supports project and account teams in developing operational strategies, incorporating customer feedback in solutions, and enabling efficient execution.
• Assists senior team members with account financials including monitoring budgetary aspects of customer accounts and assisting with financial reporting.
• Collaborates with internal teams, such as sales, marketing, and product development, to ensure a coordinated approach to serving customers and addressing their needs.
• Assists in collecting, analyzing, and interpreting data related to customer accounts, operational processes, and key performance indicators (KPIs).
• Conducts basic market research to understand industry trends and competitive landscapes and shares insights with the team.
• Provides basic training and guidance to customers on how to use the organization’s offerings effectively ensuring customers have the knowledge and resources needed to optimize their operations.
• Gathers and analyzes customer feedback, generates insights, and contributes to action plans for improving customer satisfaction.
• Maintains records, documentation, and reports related to customer interactions, operational processes, and project progress.
• Assists in ensuring that customers are in compliance with relevant industry regulations and organization policies.
Education & Experience Recommended
• Four-year Degree in Sales, Marketing, Business Administration, or any other related discipline or commensurate work experience or demonstrated competence.
• Typically has 0-2 years of work experience, preferably in account management, business development, supply chain, customer service, or a related field.
Preferred Certifications
• Certified Sales Operations Professional (CSOP)
Knowledge & Skills
NA
Cross-Org Skills
• Effective Communication
• Results Orientation
• Learning Agility
• Digital Fluency
• Customer Centricity
Impact & Scope
• Impacts own work and acts as a team member by providing information, analysis, and recommendations in support of team efforts.
Complexity
• Learns to apply basic theories and concepts to work tasks.
Disclaimer
• This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.