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betterteam

Senior Customer Service Representative - Account Manager

Wolters Kluwer
Victoria, USA
Full-time
Senior · 5+ years experience
Onsite
USD 27.41-28 hourly / hour
Discovered 1 weeks ago
SalesforceMicrosoft Office
Free

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  • Full benefit package available DAY ONE of hire! (Medical, dental, vision, 401(k) match, and more)
  • Comprehensive training program
  • Growth potential opportunities, professional development, and a collaborative, inclusive, and engaging team environment
  • Serve as the main point of contact for high-value contracted clients, overseeing resource fulfillment (digital and physical) and invoicing.
  • Maintain accurate and detailed records of contracts, client data, and CRM entries.
  • Participate in client meetings, both group sessions and one-on-one engagements.
  • Work within established processes while proactively identifying additional steps to support clients when procedures are not explicitly defined.
  • Manage all aspects of the client support process and experience, fostering positive and productive relationships.
  • Maintain a professional, enthusiastic, and solutions-oriented approach at all times.
  • Anticipate client needs and collaborate with leadership to ensure those needs are met.
  • Manage and maintain relationships with current clients in the assigned sales region.
  • Collaborate with leadership to develop client support goals and meet regularly with your manager to review progress.
  • Keep consistent and frequent contact with client stakeholders (administrators, educators, etc.).
  • Assist in developing and maintaining Account Manager programs and best practices.
  • Complete Job/Order Forms and other required documents with accuracy and professionalism.
  • Maintain up-to-date information across CRM/PM tools daily (Salesforce, Advantage, Microsoft Office, and other systems as required).
  • Collaborate enthusiastically with colleagues, consultants, and business partners.
  • Follow processes and procedures with precision; demonstrate strong organizational skills and exceptional attention to detail.
  • Serve as the main point of contact for high-value contracted clients, overseeing resource fulfillment (digital and physical) and invoicing.
  • Business or equivalent bachelor’s-level degree.
  • Strong oral and written communication skills, including presentation skills.
  • Ability to prioritize and manage complex tasks simultaneously.
  • Organization, analytical, and planning skills.
  • Strong cross-functional collaboration skills.
  • Attention to detail.
  • Ability to meet deadlines.
  • Persistence.
  • Professionalism and integrity.
  • Flexible and Agile to changing environment.
  • Data fluency.
  • Ability to understand and create deferred invoices.
  • Microsoft Office: Word, Excel, and Outlook.
  • Experience interfacing with customers.
  • 5+ years managing complex accounts.
  • Salesforce experience.
  • Prior experience in the field of Nursing Education.
  • Ability to work in our Victoria, MN office five days a week.

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