The candidate will work alongside key sales team members and report directly to the Chief Technology Officer. This team member will manage large and high-profile customer accounts to ensure is meeting the requirements of their scorecard and They will also provide guidance to the Client Relationship Assistants and manage workload for these team members.
Duties, Functions and Responsibilities:
Guide and assist with the onboarding of complex accounts
Review the setup and process flow for new accounts
Assisting with Quarterly Business Review’s (QBRs)
Assign and review projects and requests shared with the Client Relationship Assistants, ensure quality
Initiate, pursue, and track system & process improvements to Optech and operational flow
Suggest, guide, and grow accounts to increase revenue, efficiency, and stickiness on behalf of the assigned National Account Executive
Quotes for certain customers
Tracking customer contracts and renewals
Reporting back to the customers as needed
Encouraging customers to utilize Optech as much as possible
Customer interaction on maintenance of account
Billing issues
Reporting requests
Logistics issues
Liaison between field and operations, checking on status of jobs, etc. working with Sales Support
Tracking jobs to completion – Following up on the freight and information technology asset disposition (ITAD) holdover reports with the facilities and taking customer inquiries on their jobs (directly or through the reps)
Complete Client Information Form (CIF) including obtaining all billing information, collection sites, etc. from the client.
Answer questions from Client Solutions on CIF; obtain answers from sales team or client if needed
Address Service Level Agreements if needed/established within CIF
Set client up on Optech Portal.
Walk client through Optech Portal to show how to maximize utilization of tool (training)
Organize authorization list to ensure accuracy in Optech
Walk through reporting / reporting access to ensure all information needed is being provided
Provide cheat sheet at conclusion of engagement with names, titles (roles definition), and phone numbers to client
Responsible for all reports requested by the client and any updates / modifications requested during the first 90 days.
❖ Ensuring billing is accurate for first 60 days by reviewing and comparing to contracted pricing; communicate errors to accounting if necessary;
❖ Schedule service for client for first 60 days;
❖ Update any categories in Optech, and any pricing with CS for components not originally mapped;
❖ Address any invoicing or service issues in first 60 days;
Define method of payment for revenue share remittance and, if checks are to be sent define (address / Point of Contact)
Specialized reporting as required by the customer
Manage pre-approval logs for new SB20 clients
Inquire on identifying customer map, data base repository, decision makers to assist future development efforts
Establish escalation path for each client
Coordinate on-site services/3rd party engagements with vendor as far as scheduling, follow up, and invoicing
About Aerotek:
We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Seniority level
Entry level
Employment type
Contract
Job function
Sales and Business Development
Industries
Staffing and Recruiting
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