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Client Account Manager Resume Samples
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6-10 years of experience
Led daily administrative operations for nearly 100 clients involving sales support for retail and wholesale, accounting, disbursements, and compliance; supervised seven direct reports and managed three additional team members while serving as key team member in recruiting and hiring new organizational members. Oversaw retail logistics in California region including four warehouses with multiple carriers. Managed Genesis Division with primary focus on launching brands in NY and NJ encompassing new customer set-up, credits, samples control, delivery process, and applicable permits for representatives.
- Acquired over $1M savings through optimization of inventory process; identified expired products and updated ordering process.
- Grew customer base by building and managing networking and referral systems; developed and maintained key relationships and partnerships.
- Enhanced operational efficiencies by streamlining and automating processes, including receiving, utilizing subfolders, and improving client communication methods.
- Reduced transportation costs through tactical negotiations with transporters and freight forwarders.
- Conducted training and development sessions with team members on operational processes; supplied essential coaching and mentoring support in promoting 15 team members.
- Recognized with Employee of the Year award, 2010.
0-5 years of experience
Started as an Account Executive generating new business. Achieved Silver Performance in 2014 and took a promotion to Client Account Manager III for a $42M/year customer. Increased margin capture by 2% while delivering a lower acquisition cost to the customer through price negotiations with manufacturers.
- Streamlined customer’s equipment standards to promote bulk purchasing at a discount, saving them over $280k in a single month
- Increased quote and order placement accuracy resulting in a 50% reduction in return costs
- Cultivated new and grew current vendor relationships
- Negotiated free shipping for the customer on a major product line saving them 1/3 of their annual freight costs
- Streamlined account support process and reduced headcount requirement by 20%
- Reviewed sales data for strategic business decisions and negotiations
- Managed Professional Services engagements to ensure customer satisfaction
0-5 years of experience
Promoted by entrepreneurial software company to enhance sales and customer service experience.
- Developed partnerships with C-level bank executives to solve complex financial challenges and deploy
- Impacted company portfolio by identifying close to $1M in new client assets and increasing client
- Led the development and execution of client-specific strategies so as to provide exemplary software
- Directed all facets of client communications, achieved executive directives and increased client
0-5 years of experience
- Introduced key performance metrics for operations including client retention, engagement and satisfaction data
- Conducted comprehensive account reviews with decision makers in 79 client organizations, in order to improve client efficiency, productivity and satisfaction
- Conducted both on-site and remote group product training sessions
- Organized two successful User Groups for users of two separate product lines
- Provided financial and project management, as well as strategic direction, for the Client Services team
- Managed strategic partnerships with both external partner organizations and internal business units
0-5 years of experience
Developed and maintained relationships to support over 150 MS Dynamics accounts
- Developed and executed a plan to manage multi-vendor service plans for all accounts
- Managed technology career training for 23 Dynamics consultants to ensure the company acquired all certifications
- Created and executed all statements of work for clients and aided in the management of the projects
- Responsible for all sales and service of all existing client business
- Managed relationship with Microsoft Inside Sales Support to deploy new marketing initiatives
- Won multiple Microsoft sales contest
- Developed relationships with all third party vendors
- Responsible for procuring all software and hardware and maintaining purchase orders in system database
- Created all invoices for clients and processed payments
0-5 years of experience
- Responsible for the creation, execution and management of client programs and high-profile mobile campaigns, a total of 17 accounts. Key accounts include Intercontinental Hotels Group, Darden Restaurants, Disney, Grubhub, and Cox Communications
- Develop and nurture strong, strategic relationships with all key client stakeholders
- Research business objectives, processes and gain understanding of long-term goals and KPIs
- Deliver thought leadership and communication related to best practices and policies of wireless carriers, conflict resolutions and compliance issues
- Ensure standards are met, value is created, mobile marketing and consumer engagements are profitable and key program metrics are measured and achieved
- Collaborate with internal stakeholders in order to gain shared meaning of processes and delivery of quality, timely projects
0-5 years of experience
- Delivered exceptional account service to strengthen customer loyalty.
- Ensured the timely and successful delivery of solutions according to customer needs and objectives.
- Negotiated contracts and closed agreements to maximize profits.
- Managed quality communication, customer support and product representation for each client.
- Consistently offered a first class service to both potential and existing customers.
- Initiated and maintained favorable/productive relationship with clients.
- Managed Supervisors, set daily workload, tracked progress, and revised plans to ensure set objectives are met.
- Entered Daily Work orders and kept updated with market developments and what competitors are doing.
- Assisted with challenging client requests and issued escalations as needed.
- Prepared reports on account status as well as turned in Daily/Weekly Reports.
0-5 years of experience
- Primary Account Manager for 21 Academic Medical Centers and Community Hospitals
- Triage account needs between Medical Affairs, Client Services, and Histo-Pathology groups
- Leads task force which decreased departmental work by 7% during Q1-Q2 2017
- Co-leads client services appreciation team, including planning team building for 56-person
- Provide support assistance to financial team, block procurement, and inbound call center as needed
- Assisted with training and hiring of 5 department representatives
- Data Analysis and maintenance of case spreadsheets for accounts
0-5 years of experience
- Design, build, and maintain the customer experience, creating an account that fits their needs and exceeds their expectations
- Ensure client success and retention through customer service and technical problem solving
- Preside over accurate and timely client billing, including monthly usage, service plan up/downgrades, and issuing credits and refunds as needed
- Mediate call handling issues to achieve reasonable and timely resolutions
- Written communication and documentation of all client interaction, needs, and requests
0-5 years of experience
- Lead all aspects of program implementation, provide maintenance and/or expansion of programs.
- Clarify and determine client needs to develop effective solutions.
- Communicate status updates to the client regularly during the life of a program.
- Strategize and collaborate with clients and internal teams to identify efficiencies and offer creative solutions.
- Author and maintain client specific SOPs and Work Instructions
- Manage associate client account managers – provide biweekly one on ones with direct reports.
0-5 years of experience
- Consistent revenue attainment over 100% and over 100% monthly revenue attainments in 2015.
- Work with customers to get a deeper understanding of their business priorities to create an alignment strategy on ways to partner to help them achieve their goals: Cloud Strategy, UCC/Collaborations/Professional Services/Security/ Contact Center Service and Network Infrastructure. Experience telling the Verizon Enterprise Story and Verizon Product Portfolio including Next Generation Services.
- Global account management experience with a strategic win doubling the account to $14M in billing revenue.
- Managed sales funnel and activity via CRM tools. (SFDC and Siebel)
- Partner with internal product specialist, technical specialist/engineers and service support teams to exceed the customer expectation for the delivery of services and customer satisfaction.
- Diligently manage through the sales cycle from prospecting to the close while understanding the decision making process and key decision makers.
- Contract renewal and Up/Cross Selling Success into a defined set of accounts.
- Strategically manage accounts by knowing the white space, revenue, and customer drivers.
- Excellent escalation and problem solving skills.
- Experience working with Verizon Channel partners for joint selling and collaboration to strategically position Verizon in the account.
0-5 years of experience
- Ensuring the overall quality and timely delivery of global payroll while increasing client satisfaction
- Contributing to internal projects while developing and learning my ongoing client base and participating in trainings
- Understanding each client-specific process to provide key recommendations for improvements and efficiency gains
0-5 years of experience
- Responsible for overseeing the end-to-end sales and credit management process.
- Acts as a primary liaison between clients, client teams, credit services partners, and other internal and external business partners.
- Facilitates initial review of client credit originations, approvals, legal documentation, booking, fee collections, renewals and timely collection of client financial information.
- Monitor compliance, resolving documentation, collateral, past due exceptions, and data integrity.
- Proactively ensures client satisfaction through the credit management process, including servicing problem resolution. Ensures timely follow-up of monitoring activities to ensure a sound portfolio.
0-5 years of experience
- Built and maintained strong, long-lasting customer relationships
- Acted as the main point of contact and developed a trusted advisor relationship with my assigned customers and their key stakeholders
- Coach and challenged my customers, I am always a step ahead and identify what improvements can be done together with their accounts
- Selling, up-selling and cross-selling [company name] products and solutions
- Developed and implemented account plans that drive the attainment of critical business objective and forecast and track account metrics/KPI’s for each of my client accounts
- Ensured all operations and personal license commitments are carried out in accordance with legislative regulation
- Worked closely with various departments across the business, including CRM, Design, Product Operations and Development to ensure we are delivering the most personal services to the client
- Managed, analyzed and reviewed all customer chargebacks in order to provide reports to the payment processors
0-5 years of experience
- Serve as primary point of contact for 17 multi-billion dollar institutional investors comprised of pension plans, endowments, foundations, wealth managers, family offices and fund of funds
- Prepare presentations, conduct fund and portfolio quantitative analyses and provide database support for clients
- Help portfolio analysts construct and maintain client hedge fund, private equity, real asset and real estate portfolios
- Facilitate and participate in conferences with clients, Albourne analysts and external fund managers
0-5 years of experience
- Actively monitor, evaluate, and support client relationships to ensure timeliness, accuracy, and responsiveness in maintaining a very high level of client and donor satisfaction.
- Responsible for the oversight of the trust administration life cycle processes, including tax-related reporting deliverables for our clients’ Charitable Trusts, Charitable Gift Annuity Pools and Pooled Income Funds.
- Lead in researching, establishing, and documenting trust administration policies and service standards internally and with clients.
- Identify, research, and solve individual trust issues. Ensure adherence to the terms of trust documents.
0-5 years of experience
- Checking patients in and out quickly and efficiently
- Scheduling appointments
- Answering phone calls
- Responsible for managing several accounts and often being the face of the company to many clients.
- Achieving high sales targets and goals while motivating account executives to do the same.
- Building new business relationships using existing industry contacts.
- Managing employer’s client relationships and providing clients with excellent service and support.
- Leading, training, and managing other members of the account management team and dealing with any issues that may arise.
- Championing the customer/client at all levels internally and training Account Managers to efficiently represent the customer.
0-5 years of experience
- Patient check-in, rooming, and check out, insurance verification, and account creation
- Application of payments
- Customer support via telephone and in person, handle all clinic complaints
- All administrative duties for clinic
- Marketing, set-up and implantation of health fairs
0-5 years of experience
- Managing client accounts and their international payrolls by serving as a single point of contact for client invoicing, inquiries, and issues
- Reviewing financial documents and figures utilizing basic accounting knowledge
- Researching and responding to international payroll and tax related questions
- Communicating daily in Spanish with partners in Latin America
- Using problem solving skills and critical thinking to resolve problems and errors in invoices
- Ensuring all tasks are done by given deadline by using multitasking and good time management
- Developing and maintaining good relationships with clients and international partners
0-5 years of experience
- The Client Account Management team is a Client Service/Relationship Management function responsible for the day to day servicing of J.P. Morgan Asset Management’s institutional client base.
- Part of a dedicated Institutional Client Team also consisting of a Client Advisor (CA/Sales) and a Client Portfolio Manager (CPM/Investment Strategy).
- Key client contact for all legal, administrative, operational and general servicing inquiries.
- Actively participate in client and regional team meetings & off-sites
- Orchestrate all aspects of client on-boardings and terminations including account set-up, communication with client, custodian and other third parties, & communication with JPMIM internal support groups
- Work with clients and CAs/CPMs to adopt mutually acceptable investment guidelines.
- Coordinate cash and/or asset flows to/from client accounts, including external communication with master trustees/custodians and internal communications.
- Manage risk and communicate significant client issues and document/escalate as appropriate.
10+ years of experience
- Develop long term mutually beneficial working relationships.
- Demonstrate ability to coordinate the assignment and management of client priorities.
- Clearly and effectively communicate with internal and external team members.
- Achieve account growth.
0-5 years of experience
- ACA client account manager.
- Manage 25 portfolios of large companies located nationally.
- Monthly presentations for benefit directors, HR managers and IT leads.
6-10 years of experience
- Process & Procedures Documentation
- Assist with monthly General Ledger close postings
- Variance & Narrative Analysis & Consolidation of Financial Statements
- Review and preparation of Monthly Journal Entries
- Supervision of Program Accountants
- Funding Source Voucher Preparation & Analysis of Accounts Receivable
- Preparation of Annual Budgets for client
- Preparation of Annual Audit work papers
- Preparation of Funder Annual Cost Reports
0-5 years of experience
- Clientele Relations
- Monthly reporting
- Overseeing client accounts
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Client Account Manager
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
