Specialist Account Job Description

Specialist Account Job Description

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Specialist account provides subject matter expert technical support to customers using Cloud Platform products, solutions and APIs with a focus on Operations.

Specialist Account Duties & Responsibilities

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

Sample responsibilities for this position include:

May complete Broker Level Reports
Review all customer orders, including EDI transmissions, to ensure necessary information needed is provided
Keep all of their assigned orders in a shippable status
Problem solving to satisfy customers and Group Athletica
Assisting sales reps and customers
Extensive phone (see attached procedure) and email work
Helps research chargeback issues that are related to their assigned accounts
Research and issuing of return authorization requests for customers in their assigned territory
Ensure system of record is accurate and current to ensure outputs and
Graphic Design work--Will work on projects for team in regards to flyers, communications, Request for Proposals

Specialist Account Qualifications

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

Licensing or Certifications for Specialist Account

List any licenses or certifications required by the position: US, FS, CP, NEHA, RIAA

Education for Specialist Account

Typically a job would require a certain level of education.

Employers hiring for the specialist account job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business/Marketing, Business, Education, Marketing, Associates, Technical, Business/Management, Management, Accounting, Engineering

Skills for Specialist Account

Desired skills for specialist account include:

Application of concepts
Principles
Technical capabilities to perform varied tasks
Hose products with a focus on industrial and hydraulic and related products
Accounts in and around defined territory
Collection policies and procedures and the Fair Debt Collection Practices Act
Investment products and industry regulations
Fluid power products with a focus on motors
Pumps
Valves

Desired experience for specialist account includes:

Must be well organized, highly motivated, flexible and able to work independently
Understands operation processes and methodologies
Attends customer or Channel Meetings and participate in business overview
Training the Service Center staff
Auditing Service Center staff work
Running Reports as needed for the Director of Client Services

Specialist Account Examples

1

Specialist Account Job Description

Job Description Example
Our growing company is hiring for a specialist account. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for specialist account
  • Identify and convert new logos within a defined region
  • Maximize revenue from active subscribers and be competent in sourcing own leads (generating referrals)
  • Where appropriate, agree on roles, responsibilities and customer approaches are mainly by phone/email and other tools in order to set account objectives and achieve mutual targets/objectives with respective stakeholders
  • Work in unison with the all stakeholders to help them achieve team goal
  • Additionally, you will be expected to work with various members of our customer teams including account managers and program development managers, ASD plant personnel and ASD planners
  • Participate in Production Planning meetings to communicate FS/RSMO details
  • Maintain RSMO calendar, adding dates at Market Manager’s instruction
  • Support the Schedule Now pre-sign process, by ensuring collateral is available at FS/RSMOs
  • Handle all inside sales support for Market Manager(s)
  • Support donor incentive promotions and campaigns, making sure Fixed Sites and RSMOs have the needed communication collateral and/or give-away items
Qualifications for specialist account
  • Entry level or 1-3 years experience preferably with corporate accounts/customers
  • Minimum of 5-7 years of PC insurance experience
  • Industry specific experience (Real Estate, Manufacturing, Food & Beverage, or Retail) and an understanding of insurance coverage plus
  • Must be bilingual (Korean/English)
  • Must have strong communication skills and proactive attitude
  • Must be proficient with Microsoft Office (Word, Excel, PowerPont)
2

Specialist Account Job Description

Job Description Example
Our company is hiring for a specialist account. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for specialist account
  • Maintains an expert understanding of all ShiftWise applications and required technological equipment including laptop computers, internet connections, projectors
  • You will be expected to work with various members of our customer teams including account managers and program development managers, ASD plant planners, and the finance team
  • Entry Level 1-5 years of Customer Service experience
  • Receive and process phone and written inquiries, customer orders, quotes, changes and sample requests for all product lines within turnaround parameters
  • Consult with clients after sales to resolve problems and to provide ongoing support
  • Build strong working relationships with the Practice and Product leaders, understanding their business challenges to shape marketing campaigns, members of the Marketing and PR teams
  • Required to be customer focused and maintain a Customer Satisfaction Survey average of 9.1 /10 or higher
  • Follow up on all outstanding accounts via telephone and/or written inquiry to patients and/or third party payers
  • Correct insurance information on rejected insurance claims and resubmit for processing via Zirmed (electronic clearinghouse) or paper
  • Responsible for all customer service related escalations
Qualifications for specialist account
  • Please tell us that you have strong computer skills
  • Proven track record of 1 to 2 years in an cold calling role
  • You must be a self-starter, able to work independently, and be comfortable with ambiguity
  • Good knowledge of the computer applications
  • Selected candidates must be organized and disciplined self-starters with goal-oriented drives
  • Computer literate with the ability to easily learn, and efficiently operate, new systems and programs
3

Specialist Account Job Description

Job Description Example
Our growing company is looking for a specialist account. 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 specialist account
  • Provide accurate, timely, customized global metric and data reporting to assist Strategic Account Manager in pursuing opportunities and strengthening customer relationships
  • Analyze account trends
  • Coordinate with global customer service and production locations when necessary to facilitate on-time shipments, delivery dates, and resolve post-receipt issues (quality, quantity)
  • Analyze query trends and create keywords packs, bids and budget suggestions
  • Manage transactional and programmatic custom orders, projects and warehouse replenishment
  • Provide primary customer and sales support through a variety of contact methods
  • Provide timely communication and follow-up to external and internal customers throughout the various stages of an order lifecycle (quotation, prepress proofing, manufacturing, fulfillment and delivery)
  • Accurately collect and communicate custom print order specifications for transactional and programmatic sourcing
  • Collaboration and planning with the Sales organization and customers to ensure programs are managed effectively in order to enable retention and growth opportunities
  • Professionally intake, analyze and resolve issues through execution of corrective action and/or coordination of cross-functional communication and take proactive measures to prevent recurrence
Qualifications for specialist account
  • College degree in business/marketing or related field required
  • Must be at least 21 years old andqualified to drive under certain parts of Department of Transportation (D.O.T) regulations
  • Applicants must be willing to submit to and successfully complete a DOT medical examination
  • Minimum of one year prior sales experience (prior experience in trucking, logistics, and/or business to business sales is a plus)
  • Must be a resident of the Dallas/ Fort Worth Metroplex and able to work in Fort Worth, Dallas, Grapevine, Garland and/or Farmers Branch
  • Must be a resident of the Dallas/ Fort Worth Metroplex and able to work in Dallas, Grapevine or Farmers Branch
4

Specialist Account Job Description

Job Description Example
Our growing company is hiring for a specialist account. 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 specialist account
  • Coordinate with suppliers to populate the SDS commit file looking out 90 days
  • Work with suppliers on material delays in regards to technical issues
  • Manage vendor relationships and performance issues
  • Be aware of and follow all applicable Federal Aviation Regulations, hazardous materials requirements, repair station requirements, FARS and DFARS, and client policies
  • Coordinate with customer groups and suppliers for the expediting of urgent material
  • Manages Supplier Accounts
  • Develops and drives commercial strategy and contract administration with suppliers
  • Leads suppliers negotiations
  • Coordinate and support supplier proposals for new program selection
  • Provides oversight and leadership with regards to supplier performance such as deliveries, quality, cost management, and continuous improvement
Qualifications for specialist account
  • A minimum of two (2) years experience in a financial institution
  • A minimum of one (1) year experience in consumer collections
  • Excellent customer service skills time management and multitasking preferred
  • Minimum 3 years of progressive TPA, Insurance Carrier, or Brokerage experience in claims management, loss control, or underwriting, or the equivalent in related work experience, demonstrating the ability to handle accounts profitably
  • Must complete the Associate in Risk Management series (ARM 54, 55, 56) of the Insurance Institute of America within five (5) years of starting in position
  • Claim product and service knowledge
5

Specialist Account Job Description

Job Description Example
Our company is searching for experienced candidates for the position of specialist account. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for specialist account
  • Identifies opportunities to improve manufacturer-funded programs (contract pricing, distribution fee, GPO commitments)
  • Participates to IT enhancement projects that may impact the programs
  • Supports the Manager Manufacturer Accounts, Distribution Solutions, in business review preparation with manufacturers
  • Reviews certain current programs with the Manager Manufacturer Accounts, Distribution Solutions
  • Participates in the review of certain new service agreements with legal department (account and contract management perspective)
  • Creating, monitoring and servicing retirement/brokerage accounts
  • Communicate directly with clients, troubleshooting issues that come up with payments, checks and debit cards
  • Handling all buy/sell agreements, account terminations
  • Processing dividends and statement requests for clients as well
  • Manage supplier accounts
Qualifications for specialist account
  • Ability to work in a highly organized and efficient manner, with a team‐oriented, can‐do attitude
  • Ability to prioritize tasks and maintain a customer‐first attitude
  • Passion to provide exceptional client service
  • Computer and software literate with ability to learn new systems quickly and adapt to new technology
  • Comfortable with receiving feedback and coaching
  • Answering calls, managing emails, providing information on products, procedures, and products for services provided (order management, invoice management, application support)

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