What are the responsibilities and job description for the Account Manager position at Tempworks Software and Careers?
Job Summary:
General Responsibilities:
- Build and maintain relationships with existing clientele to ensure customer satisfaction of Lone Oak Payroll’s service offerings as well as adherence to the funding agreement
- Respond to client’s needs as they arise and strengthen client relationships by resolving service-related issues
- Proactively communicate strategies to clients regarding improvements that could be made to drive growth and efficiencies
- Promote and sell to the client’s need for the adoption of a new TempWorks Software product or Lone Oak Payroll service
- Conduct quarterly business reviews of clients to identify needs such as integrations, add-on modules, areas for improvement, and areas where Lone Oak Payroll can improve upon. Sell upgrades, services, and add-on products to existing customer base
- Identify the need to strengthen relationships with clients when the account is in jeopardy and work with Management to formulate and execute a plan of action
- Monitor custom data including funding rates, credit limits, client anniversary, unique client needs and details, and contract end dates
- Conduct quarterly check-ins with Payroll Teams to review client base
- Manage Voyager ticket submission process
- Manage order submission process in TWOnline
- Manage communication to clients regarding company-wide initiatives such as year-end W2 processing, retirement of products, and new Federal regulations that affect the client base
- Submit product enhancement requests and open support tickets for issues brought by clients that apply to a wide range of Lone Oak’s client base to create improvements for the entire client base
- Travel onsite to visit clients
- Performs other related duties as assigned
Required Skills and Abilities:
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Proficient in Microsoft Office Suite or related software
- Excellent organization skills and attention to detail
- Advanced understanding of Account Management procedures and systems such as Customer Relationship Management (CRM) Software
- Ability to work independently
Education and Experience:
- 2 years of experience in an Account Management or similar role, preferably in a software/technology/Fintech company
- Ability to effectively interact with various levels of management/ownership and staff both externally with clients and internally
- Temporary Staffing, Recruiting industry, or Factoring experience preferred
Physical Requirements:
- Prolonged periods sitting at desk and working on a computer
- Must be able to lift up to 10 pounds at times
- Ability to travel onsite to visit clients up to 30% of the time
- Valid driver’s license preferred
The pay range for this role is: $71,000 - $105,000
TempWorks Software offers a comprehensive benefits package and provides eligible employees with an opportunity to enroll in various benefit programs, subject to applicable waiting periods. This includes the following:
Paid Time Off
Holiday Pay
Volunteer Time Off
Medical Insurance
Health Savings Account with Employer Contribution
Dental Insurance
Vision Insurance
401(k) with Employer Match
Life Insurance and AD&D
Short-Term and Long-Term Disability Insurance
Paid and Unpaid Leave of Absences
Commission
Applicants have rights under Federal Employment Laws
Employee Polygraph Protection Act (EPPA) Poster
“Know Your Rights: Workplace Discrimination is Illegal” Poster
Family and Medical Leave Act (FMLA) Poster
Salary : $71,000 - $105,000