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Client Accounts Representative

Job Description Summary
The Client Accounts Representative provides excellent customer service, completing revenue generating tasks while maintaining the integrity of Inmar’s major databases and programming.

The ideal candidate will exhibit initiative to evolve personally and within Inmar’s organization.

They will display self-control under stressful circumstances and collaborate effectively with their direct and indirect teams.

Operational  (60%)
Responds to client inquiries on a daily basis – telephone and/or email messages
Completes weekly and monthly reporting based on client needs – including weekly billing and month-end reporting
Updates and maintains client database structure
Provide support to the Account Executive in the way of reporting for client meetings, business reviews, and contract negotiations
Researches client deductions and provides backup reporting as needed
Completes onboarding process as well as conversions or de-conversions as needed
Revenue generating activities including, but not limited to, referrals and customized/in depth reporting.
Assist in the maintenance of timely payments from clients and recover those accounts from being on hold.
Maintains client files including SalesForce cases and backup book
Technical (30%)

Trains client contacts on the Inmar internal applications
Creates ad-hoc reporting upon requests
Influence (10%)

Collaborate with other departments as needed for research or to resolve issues or answer questions

Associate’s Degree
0-2  years of related work experience working directly with clients
Proficient with Google Suite
Proficient with Microsoft Office
Individual Competencies:

Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
Establish Focus: The ability to develop and communicate goals in support of the business' mission.
Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
Collaboration: Works collaboratively with others to achieve group goals and objectives.
Effective Execution: Translates broad conceptual understanding of the company's strategy into a tactical plan of how it will happen including who will take on which tasks in what sequence, how long those tasks will take, how much the tasks cost, and how each task affects subsequent activities.
Key Performance Metrics (KPIs):

KPI 1: Meet or Exceed company-established client satisfaction rating
KPI 2: Contribute cost-saving ideas to assist with meeting company-defined goals
KPI 3: Generate referrals for new expansion revenue goals
The physical demands described here are representative of those that must be met by an associ...

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