Account Associate Job Description

Account Associate Job Description

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Account associate provides leadership in the areas of total account management, media relations (high-end government, mass and business media, and IT/technology media, as well as vertical trade media).

Account Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Assist in annual pricing review (revamp and consolidation of fee schedules, update of fee schedules with new pricing, timely notification to issuers)
Work independently to handle all aspects of business and pricing relationships with issuers and intermediaries in the municipal government sector
Cultural sensitivity and interest for international business
1-2 years of experience in an international wholesale organization
Global and/or luxury brand experience a plus
Experience with global markets is a plus
1-3 years of buying or account management and/or relevant experience
Research and writing for blog posts on geopolitics/global business issues
Build and maintain solid image for Philip Morris as responsible corporation and preferred business partner, through providing professional and high quality services to the trade, following Business Conduct policies, and performing activities in line with PM Marketing Code
Follow-up with potential customers or existing customers by answering product and service questions

Account Associate Qualifications

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

Licensing or Certifications for Account Associate

List any licenses or certifications required by the position: CFA, ID, CEGEP, SE

Education for Account Associate

Typically a job would require a certain level of education.

Employers hiring for the account associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Performance, Education, Finance, Accounting, Communications, Economics, Management, Business/Administration

Skills for Account Associate

Desired skills for account associate include:

Processing
Rating and policy issuance systems
Mass and New Business
Nestle channel of trade customer base in Grocery
Benefits
Campaigns for video
Features
High-speed internet
Pricing
Product differences

Desired experience for account associate includes:

Strong desire to learn the financial markets
Team player that believes in collaborative work and interacts with co-workers in a collegial way
3-5 years account management, sales or buying experience required (E-commerce experience is highly preferred)
1-3 years Account Management or Client Services experience in a B2B environment supporting clients with recurring revenue a plus
Proficiency with MS Office applications Additional Qualifications
Minimum 5 years of commercial real estate experience

Account Associate Examples

1

Account Associate Job Description

Job Description Example
Our company is looking to fill the role of account associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for account associate
  • Managing your own portfolio of restaurant chains
  • Reporting directly to the Key Account Manager
  • Coordinate program implementation event status with support staff (receipt of payment, contract status)
  • Managing the day to day relationship with clients to make sure they stay satisfied
  • Addresses any billing errors with customer, enlisting support of COS team
  • Solicits information from all other internal client touch points (Sales, Service, ) to maintain holistic view of client relationship
  • For assigned book of business, responsible and accountable for the successful fulfillment and completion of all client contract deliverables within contract terms from kick-off through campaign close
  • Set appropriate expectations with internal teams
  • Partnering with Account Managers to enable the identification, planning and delivery of solutions to clients and prospects
  • Operate as point of contact for agency planning teams
Qualifications for account associate
  • Exhibit strong organizational, presentation and interpersonal skills including the ability to juggle multiple assignments / clients and cope with stressful situations
  • Previous experience in a Customer service and/or support role
  • Expert management of Excel functions (Pivot tables, Vlookup, Hlookup, Conditional Formatting)
  • A bias for action and an ability to deal with ambiguity
  • Intermediate level skill level in most Microsoft Office programs (MS Word, Excel, PowerPoint) the ability to quickly learn online project management or task-tracking tools
  • Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg
2

Account Associate Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of account associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account associate
  • Monitor client bookings, track campaign dollars and ensure campaign deliveries and final billing are confirmed
  • Participate in project/account team meetings
  • Proactively follow up on project/account tasks on behalf of the team
  • Provide drafts of budgets to the project/finance team
  • Develop budget assumptions, or update budgets, in coordination with the project team
  • Develop schedule assumptions, or update schedules, in coordination with the project team
  • Ensure that all members of the project team are kept informed of any material changes to projects in terms of specifications, budgets, and schedules
  • Participate in direct issuer calls/meetings/conferences to enhance relationships and fee discussions
  • Handle specified accounts and resolve any day-to-day issues
  • Back-up other Account Management associates in periods of absence
Qualifications for account associate
  • Receives service requests from clients and partners
  • Health Insurance license preferred or able to obtain within 6 months of employment
  • 1-3 years Prior Sales Support experience
  • Must be proficient in MS office suite products including outlook, word, excel and PowerPoint
  • 0-1 years of supervisory experience in the landscape or service industry
  • Conducts day to day activities in a fiscally responsible manner
3

Account Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of account associate. 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 associate
  • Partner with Business Development in managing relationships for a dedicated portfolio of issuers
  • Partner with Collections team when requested to resolve any outstanding issues to enable issuers to pay outstanding invoices
  • Attentive to details related to fees to ensure accuracy of invoices and adjustments
  • Partner with billing and revenue accounting to meet month end invoice targets
  • Assist the line of business in managing and tracking ratings withdrawal requests
  • Support team in any ad hoc reporting requirements
  • Support manager on various ongoing and ad hoc project as necessary
  • Manage specific customer accounts
  • Provides all documentation needed by the carriers in order to process insurance for WIA customers
  • Follows-up on all required documents, collecting/sending payments, confirming closings, and issuing policies
Qualifications for account associate
  • Generates quotes
  • Conducts in-servicing for new products to gain complete customer satisfaction
  • Acts as a resource to SCCT business with projects in particular region
  • Identifies and recognizes key new business opportunities and trends
  • Open to new challenges, ideas and demands
  • Develops business relationships easily with internal and external customers in an ever changing, fast paced environment
4

Account Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of account associate. 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 associate
  • For the North America segment, maintains customer profile of client's architecture and processing environment, product matrix, and custom processes to track client interactions
  • Work with Sales to ensure Sales Force is up to date
  • Build relationships with small-tier and mid-tier clients by acting as day-to-day contact for an assigned portfolio of accounts
  • Contact and train clients on Bizrate Insights’ tools and services and systems to entrench our position and continue to demonstrate our value within the organization
  • Upsell to clients who are participating in Bizrate’s survey network to purchase additional services and solutions to meet their needs
  • Work with retailers who are not currently using the Bizrate survey to bring them in to Bizrate’s survey network
  • Respond to Customer Support inquiries (B2B) as needed
  • Act as a support player to more senior team members by providing support in scheduling, training, account support and more, while learning and growing your client portfolio within the department
  • Manage service activity scheduling and logistics, including orientation calls, on‐site presentations, visits to member institutions, service calls (welcome call, 90 day, 180 day), renewal conversations, team meetings and other service opportunities
  • Fulfil immediate in‐bound service, research and networking requests on behalf of client institutions
Qualifications for account associate
  • Minimum of 2-3 years of experience in digital media with a leading online advertising agency
  • Bachelors degree required, preferably in related field (Economics, Marketing, Finance, Accounting)
  • 1-3 years relevant experience in a financial setting
  • Adept time management skills with ability to handle multiple projects and meet tight deadlines
  • Team player, pro-active, can-do attitude
  • Strong experience in effectively using MS office, advanced Excel skills preferred, PowerPoint skills a bonus
5

Account Associate Job Description

Job Description Example
Our company is hiring for an account associate. 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 associate
  • Seek to engage with secondary points of contact in client organisations to help drive consensus based decision making and manage service delivery to them
  • Identify, pursue and secure appointments with new leads for prospect or cross‐sell opportunities
  • Build on lead generation by outbound cold‐calling Europe’s Senior Most Executives to schedule live business meetings on behalf of the Account Manager
  • Maintenance of client and related party contact information
  • Review of unclaimed /held checks/wires to identify resolution
  • Field requests directly from members via phone or e-mail
  • Program enrollment and cancellations
  • Other special projects involving customer transactions supporting FPLES residential programs
  • Own the template creation for each request for proposal (RFP) received in the territory
  • Support the Account Management team’s collection of assets required to submit the RFP and media plan to the customer
Qualifications for account associate
  • Intermediate working knowledge of Excel and PowerPoint to analyze business results, generate reports, and build presentations
  • Innate curiosity and passion for digital marketing
  • Knowledge of 3rd party tracking and serving technology is a plus
  • Building and maintaining positive relationships with Zynx clients at multiple levels of the organization throughout the client lifecycle
  • Identifying and interacting with key decision-makers and influencers
  • Previous account management, customer service or inside sales experience desired

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