Account Manager

4 days ago

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Description

β€’ The Client Onboarding Coordinator serves as the primary link between our clients, their matched Executive Assistants (EAs), and the Atlas team. β€’ This role exists to ensure effective communication and smooth client-EA onboarding during the critical first 90 days of the client's journey with Atlas. β€’ By establishing strong client relationships, refining candidate matches, and supporting EAs, the Onboarding Coordinator directly impacts client satisfaction and the company's growth by fostering positive experiences and repeat business. β€’ The role acts as a champion for the client's needs as they onboard with Atlas.

Requirements

β€’ Previous experience in a client-facing role, preferably in a similar capacity, such as Client Onboarding, Customer Service, Customer Success, or Account Management. β€’ Excellent communication skills, both written and verbal, with the ability to build rapport and maintain professional relationships. β€’ Strong organizational and documentation skills, with a keen eye for detail. β€’ Proven ability to manage multiple tasks and priorities effectively, while maintaining a high level of accuracy. β€’ Familiarity with Inbox and calendar management techniques, as well as proficiency in relevant tools and software. β€’ Ability to work collaboratively in a team environment and adapt to changing client needs. β€’ Empathy, active listening, and problem-solving skills to address client concerns and provide appropriate solutions. β€’ Self-motivated with a proactive approach to work, demonstrating a high level of initiative and ownership. β€’ Strong understanding of performance metrics. β€’ Ability to deliver client-focused solutions based on customer needs. β€’ Experience maximizing customer lifetime value and identifying renewal upsells, and early renewal options. β€’ Effective at customer resolutions/cases. β€’ Experience up-selling products to existing clients, achieving daily, weekly, and monthly KPIs. β€’ Familiar with Client NPS scores and customer surveys, ensuring maximum customer satisfaction. β€’ Ability to identify signals of at-risk accounts and collaborating with internal teams to remediate and ensure successful client retention.

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