North area is looking for a SaaS / MSP Technical Account Manager to join their growing team. Please note: based in-office role. The SaaS / MSP Technical Account Manager works closely with customers to understand to contract renewal. As a SaaS / MSP Technical Account Manager, it is your role to be the client's partner negative feedback, advice/queries, engage at-risk accounts, provide clients with recommendations on how to valuable content for clients, engage in-opportunity accounts, host 1 on 1 training sessions, monitor client's
Perform customer verifications Set up new customer accounts Process orders, forms, applications and requests issues to the designated resource Manage customers' accounts Keep records of customer interactions and transactions PowerPoint Experience with Pastel or Sage or similar accounting program Knowledge of customer service principles
Perform customer verifications Set up new customer accounts Process orders, forms, applications and requests issues to the designated resource Manage customers' accounts Keep records of customer interactions and transactions PowerPoint Experience with Pastel or Sage or similar accounting program Knowledge of customer service principles
Local/regional offices. Problem deliveries, mailing accounts with futile trip charge. Follow up on outstanding respective regions as well as quotes done for non-account clients. Run delivery reports by customer as and
Specific operating hours may apply depending on the account allocated TBD in the interview stage (however flexibility (OFF)
Shifts move forward by 1 hour to account for Daylight Savings
Please note:
Local/regional offices. Problem deliveries, mailing accounts with futile trip charge. Follow up on outstanding respective regions as well as quotes done for non-account clients. Run delivery reports by customer as and
screening, endorsements, rating and handling of account queries. Underwriting: Process quotes, new business
screening, endorsements, rating and handling of account queries. Underwriting: Process quotes, new business
Management of all secondary services which includes, account management, consulting, and facilitation on all Administration & Financial Management of Account Effective and accurate maintenance of client information setting and experience in project management or account management will be a great advantage. Experience
Management of all secondary services which includes, account management, consulting, and facilitation on all Administration & Financial Management of Account Effective and accurate maintenance of client information setting and experience in project management or account management will be a great advantage. Experience