Account Manager
CurrentProvide proactive Account Management for salary sacrifice customers in both the public and private sector. My role involves identifying and managing opportunities within existing customer relationships to enhance visibility, streamline processes, and increase order volume. I regularly document customer interactions and agreements, working closely with the Marketing team to strengthen relationships with both current ant new customers.I deliver strategic and practical solutions tailored to customers' needs and handle inquiries from both internal and external stakeholders, ensuring timely delivery of essential documentation, information, and advice. My responsibilities include conducting scheme reviews via Microsoft Teams, offering customer management information reporting, and performing regular telephone health checks with key accounts.I collaborate with various teams across the business, including Customer Services, Implementation, and sales, to address customer issues. Additionally, I contribute to the preparation of documents required for payroll and support customer queries within these areas.My position is integral in improving internal communication and cohesion with the Customer Service team, ensuring that customer satisfaction remains at the forefront of all interactions.
