Account Manager

Mar 11, 2021 | 0 comments

Position Description:

The Account Manager will maintain a healthy relationship with our clients. AM will be tasked with the process intake and design, encompassing an intake meeting, transcribing the meeting into a clear, instructive manual and flowchart. AM should be extremely detail-oriented and have the ability to pick out potential holes in a workflow, as well as figure out the right questions to clarify with the client before sending the process documents for approval. The AM will be teaching the process to the lead agents abroad and must have the ability to do so with extreme clarity and confidence. AM will also also be responsible for working with the Quality Control team in creating Quality Control workflows and checklists for each process.


Primary Responsibilities

  • Leadership, Management, and Accountability of workload and teams attendance, work, success, and errors
  • Process intake and design
  • Process manual and flowchart design
  • Creating Quality Control workflows and checklists for each process
  • Process and Workload clarification for the teams overseas
  • Maintaining Process updates and all related information, documents, and tools
  • Approving billing items prior to sending to a client
  • Ensuring Client’s feel welcome and well taken care of
  • Acting as internal ‘advocate’ for the client
  • Managing client requests
  • Maintaining Client Relationships
  • Constant Client Communication
  • Solving issues in a timely fashion
  • Managing issues, errors, spot-checking teams, and improving processes


  • Excellent communication skills (verbal and written)
  • The ability to learn new skills and new concepts quickly
  • Excellent Time Management Skills
  • Strong software skills
  • Excellent focus under pressure
  • Excellent attention to detail
  • Must be a team player

The position is working from home, US working hours, 4 pm -midnight Mon-Thursday.


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