Account Advisor Job Description

Account Advisor Job Description

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Account advisor provides support to team in relevant technology applications: SharePoint, Outlook, Word, PowerPoint, Excel, and other company or client supported systems.

Account Advisor Duties & Responsibilities

To write an effective account advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included account advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Directs maintenance of all proforma invoices, reviews prices & sur-charges for products
Is a strong team player and supportive to colleagues and will cover when required colleagues accounts
Initiate outgoing sales calls to maintain and increase the value of managed accounts
Cultivate a positive working relationship with assigned accounts
Take and record minutes, notes and actions at assigned meetings
Work with Enterprise sales teams to define the commercial strategy
Articulate how our solutions will digitally transform customers' businesses at scale
Put together attractive deal structures and articulate the value of our Proposals
Create and deliver C- level compelling propositions as basis for strategic technology decisions
Manages distributor account base

Account Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Account Advisor

List any licenses or certifications required by the position: ITIL, CISSP, CCNA, VCP, CIMA, ACCA, PMI, RPO

Education for Account Advisor

Typically a job would require a certain level of education.

Employers hiring for the account advisor job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Business, Education, Management, MBA, Healthcare, Graduate, Finance, Computer Science, Project Management, Accounting

Skills for Account Advisor

Desired skills for account advisor include:

EFM
Hosted PBX and cloud networks and products
Integrated T1
VoIP
Excel
Outlook
Intranet
Microsoft Word
Products
Accounts

Desired experience for account advisor includes:

Will require multiple training sessions over a period of 90 days
Candidate must have excellent communication skills and articulate in a clear concise manner
Mandatory experience in a Top -Tier Strategy Consulting Firm
Role seniority determined by experience levels
Strong ability to create, quantify insights and communicate recommendations to CxOs
Strong inclination to Technology & Enterprise Software industry

Account Advisor Examples

1

Account Advisor Job Description

Job Description Example
Our growing company is hiring for an account advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account advisor
  • Customer facing sales order process, including SAP sales order entry & maintenance, supply chain and shipping / logistics compliance monitoring
  • Payment & Invoice tracking which entails weekly review (using BW reporting/Tradelink) of account settlement status to monitor and coordinate timelines of payment for account base to ensure smooth flow and delivery of product into the Regional markets
  • Communicates with Factory liaisons on behalf of Distributors regarding the timing of shipments, supply chain and open production orders
  • Provide periodical fiscal shipment reports based on delivery/credit status of a/c base and managing risk to the businesses shipment forecast
  • Support and provide accurate information to the Sales Director to enable prompt collection of goods at port based on vessel ETA to ensure we perform within operational guidelines
  • Ensure goods are invoiced in line with legal requirements with support and guidance from line manager
  • Accountable for resolving ‘pending production’ issues and escalating to manager where necessary and promptly
  • Oversees samples delivery for a/c base
  • Perform other duties as required / assigned by manager
  • Responsible for dealing with enquiries from customers covering all aspects of their ordering needs
Qualifications for account advisor
  • Maturity to deal with tough customers in crisis situations
  • Service Background
  • Customer focused, understands enterprise customer’s infrastructure
  • SAP/Business Warehouse experience preferred
  • Good understanding as to the information factories need to be able to do a world class job for WW
  • 3+ years previous experience in wholesale merchandising/customer service, or production, logistics
2

Account Advisor Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of account advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account advisor
  • The Agent advisor will from time to time assigned with other administrative tasks
  • Employee will work with the Bed Management Team and be able to multi-task
  • This position monitors all hospital beds (admissions/transfers) from a central bed management department in order to maximize patient flow and reduce patient wait times in the ED other locations throughout the hospital
  • Employee will utilize written and verbal communication skills to collaborate with physicians, departments and all members of the healthcare team
  • You Should Have
  • Will communicate business benefits
  • Educate client of current feature usage
  • Recommend setup changes to improve performance and maximize feature functionality
  • Convey industry-specific data to support best practice recommendations
  • Apply WBS methodologies to define the components of the project scope Tobe managed
Qualifications for account advisor
  • Interpersonal, leadership & communication skills essential
  • Highly motivated, confident and organized individual
  • Spanish Language skill would be an advantage
  • Works well under pressure when working to tight deadlines and is adaptable
  • Ability to work Monday through Friday, 9am–5pm or 10am-6pm CST, at our Chicago office
  • Native-level fluency in English is required
3

Account Advisor Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of account advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account advisor
  • Candidate should have the capability to effectively plan a project’s schedule
  • Use activity definitions, sequencing, duration estimation and milestones to create a project schedule
  • Control and monitor project schedule
  • Use Cost estimates, probabilistic cost risk assessment, and contingency plans to create a project budget and cash flow estimate
  • Utilize Cost Risk Analysis at appropriate intervals in overall project plan
  • Prepare cost estimates with margin of error based on phase of the project
  • Prepare budget and expenditure reports
  • The ability to create AFE’s in SAP and the ability to understand business case models
  • Use forecasting of cost for time and materials to influence project decision making
  • Develop budgeting, cost monitoring and reporting plans
Qualifications for account advisor
  • A communications, public relations or journalism background is preferred
  • Personal Lines Experience 5 years minimum
  • Minimum Level 2 Insurance License required
  • Minimum of 1-3 years’ experience in precertification and verification related to healthcare pre-services
  • Apply cost control procedures
  • Create risk management plans and perform qualitative risk analysis
4

Account Advisor Job Description

Job Description Example
Our innovative and growing company is hiring for an account advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account advisor
  • Consistently meet stakeholder expectations
  • Develop a formal communications plan and identify ways communications were successful
  • Update and refine the communications plan as required
  • Use team building activities, general management skills, reward and recognition systems, collocation, and training for the development of project team
  • Have the ability to manage regional and global project teams in a matrix organization
  • Increasing customer retention and achieving revenue expansions through maintaining and developing client relationships
  • Communicating business benefits
  • Convey industry-specific data to support best practice recommendation
  • Provides clients with accurate factual information utilizing appropriate resources
  • Develops proposals for prospects and performs all activities necessary to convert prospect to client
Qualifications for account advisor
  • Bachelor’s Degree or equivalent and 12+ years of work experience (including time working in project environment, with at least 5 years of experience of managing projects)
  • The ability to manage complex projects and programs
  • Expert in Project
  • Previous experience working within a Program Management Office preferred
  • Preferred knowledge and experience of the technical area being managed and an awareness of the business issues
  • Global experience in managing projects preferred
5

Account Advisor Job Description

Job Description Example
Our growing company is looking for an account advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account advisor
  • Assist clients with general onboarding, email marketing best practices and application training
  • Responsible for having a deep understanding of clients’ business models, their overall goals and their needs as they relate to email marketing and social media
  • Act as a consultant with clients to ensure a well-thought out and high functioning email marketing program that delivers a solid ROI to the client and iContact
  • Ensure clients’ messages are optimized to achieve the highest open and click rates possible, and maintain low spam complaint rates
  • Assist clients in interpreting the results of their campaigns and make appropriate adjustments
  • Proactively engage clients around new feature releases and opportunities to adopt current features while providing feature support and identifying opportunities for upsell
  • Conduct account reviews to demonstrate client growth and opportunities for feature utilization for each client that is $500+ at least once per year
  • Accountable for resolving client issues, proposing solutions and escalating to the appropriate person to the point of resolution
  • Utilize Churnzero and Jaspersoft to proactively identify and engage clients, deliver value, and reduce churn
  • Engage clients and build relationship through use of video calls
Qualifications for account advisor
  • Sold On-Demand, SaaS (Software as a Service) solution or subscription based product to a diverse customer base
  • A communications, public relations or journalism background preferred
  • Experience selling in the PR vertical is preferred
  • Able to identify growth opportunities and act on them
  • Owns issues to resolution and properly communicates updates to the teams
  • Work collaboratively with other departments to ensure 100% client satisfaction

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