Key Responsibilities :
Team Leadership & Management :
- Lead, coach, and mentor a team of Service Account Managers in your assigned territory.
- Provide guidance on escalated issues and ensure timely resolution.
- Set performance goals, conversion, and enrollment targets for the team.
- Conduct regular one-on-one and team meetings to review performance and provide feedback.
- Develop and maintain a Territory Attack Plan to drive team success.
Account Management :
Own a portfolio of accounts, serving as the primary point of contact for assigned RPs via email, WhatsApp, phone, or live chat.Foster strong relationships and provide dedicated, real-time support to accounts.Conduct regular governance meetings to review performance, address concerns, and provide updates.Monitor account activity, track performance, and ensure account health is easily discernible.Proactive Support & Engagement :
Actively monitor applications in-funnel, addressing missing or pending information.Prioritize support requests to meet SLA requirements.Stay updated on company products, services, features, and policies.Provide outbound engagement to improve client experience and application outcomes.Training & Development :
Train and guide team members and RPs to improve applicant quality and volume.Lead or support projects to enhance CX processes, tools, or training.Share customer insights to maintain knowledge bases and improve internal processes.Data Analysis & Strategy :
Research market trends, opportunities, and challenges within the territory.Provide data-driven insights to inform team strategy and account management decisions.Collaborate with Sales, CX, and Product teams to close gaps and optimize processes.Requirements :
2-4 years of experience in customer service or account management.2+ years of experience with ApplyBoard or within a CX / Sales team is preferred.Strong leadership and people management skills.Strong analytical, research, and problem-solving abilities.Knowledge of ApplyBoard platform, application processes, and policies.Proficiency in Google Spreadsheets, Microsoft Word, Gmail.Excellent verbal and written communication skills.Ability to work flexible hours and in a fast-paced, cross-functional environment.Associates or Bachelor's degree.Skills Required
Team Leadership, Account Management, Customer Success, Client Relationship Management, Data Analysis, Training & Development