Account Representative Ii
Santa Ana, California, United States
• Managed and nurtured a portfolio of high-value customer accounts ranging from $1MM to $700MM, ensured their success and satisfaction.• Built and maintained strong relationships with clients, serving as the main point of contact for all account-related inquiries and issues.• Conducted regular business reviews with clients to assess their needs, identified opportunities for growth, and provided strategic recommendations.• Collaborated with internal teams, including sales, product development, and operations, and ensured seamless delivery of services and solutions to clients.• Developed and executed strategic account plans, outlining goals, objectives, and action steps to maximize customer satisfaction and retention.• Conducted regular client meetings and check-ins to assess satisfaction levels and addressed concerns.• Processed purchase orders, product inquiries, billing issues, and ensured prompt resolution.• Prepared and edited correspondence, reports, and presentations using MS Office, ensured accuracy and professionalism.• Maintained and organized confidential files, records, and databases, ensured easy access and retrieval of information.• Resolved client concerns by providing support and alternatives via live chat, video conferencing, phone call, and email updates.• Coordinated appointments and meetings with internal teams and clients. • Reviewed and verified credit applications, contracts, order confirmations, order status, and client net terms and conditions.