Account Specialist

Description

Responsibilities

• Manage and maintain client accounts using CRM software to ensure high levels of satisfaction and retention.
• Perform data entry tasks to keep client information accurate and uptodate.
• Assist clients with inquiries resolve issues and provide problemsolving support to enhance their experience.
• Generate reports using Microsoft Excel to track account activity and performance metrics
• Collaborate with sales and marketing teams to facilitate client onboarding and promotional initiatives.
• Prepare and deliver presentations on account status and service offerings to clients and internal stakeholders.
• Utilize QuickBooks to assist in billing inquiries and financial records management.
• Support the team in administrative tasks and contribute to a positive work environment.

Requirements

• High school diploma or equivalent; further education in business or hospitality is a plus.
• 38 years of experience in a similar role within the hospitality industry.
• Proficient in QuickBooks Microsoft Excel and CRM software.
• Strong customer service skills with the ability to communicate effectively with diverse clients.
• Excellent time management and organizational skills with attention to detail.
• Ability to work well in a teamoriented environment and collaborate with various departments.
• Demonstrated problemsolving abilities and proactive approach to challenges.
• Presentation skills to effectively convey information to clients and team members.