Account Manager
Current• Serve as lead point of contact for assigned client portfolio• Effectively transition customers from Sales to Implementation through a seamless onboarding process• Lead weekly and/or monthly status calls with customers, including ownership of agenda and follow-ups• Develop quarterly business reviews for each account and present both externally to the customer and internally to the business leaders• Work with clients monthly to develop volume and financial forecasts• Assist… Show more • Serve as lead point of contact for assigned client portfolio• Effectively transition customers from Sales to Implementation through a seamless onboarding process• Lead weekly and/or monthly status calls with customers, including ownership of agenda and follow-ups• Develop quarterly business reviews for each account and present both externally to the customer and internally to the business leaders• Work with clients monthly to develop volume and financial forecasts• Assist with the development and sharing of best practices with internal teams and clients in order to deliver exceptional client experience and value• Regularly share customer feedback for product improvements with Product Management Team• Ensure all new client requests, features and/or services have been discussed and delivery dates agreed to by the Product and Operations Teams prior to committing to the customer• Make effective use of MasonHub’s tools and processes, specifically Zendesk, Zendesk Sell etc. Show less