Account Representative I
Job Field: Office Jobs
Location: Texas
JOB SUMMARY:
Title: Account Representative I
Location: Texas-Ft. Worth
The Account Representative will serve as the first point of responsibility for assigned accounts and will ensure quality services are delivered to clients throughout the life cycle of the client relationship. This position is responsible for maintaining high client satisfaction through coordination with internal resources to meet all of the clients Hospitality technology needs.
Primary responsibilities include assisting clients with specific requests and escalation needs related to products and services provided by NCR.
ESSENTIAL FUNCTIONS:
Working with Clients
Work with the Account Executive to maintain a large and diverse client base of up to 10 accounts
Develop and maintain client relationships at Director level
Work internally across all business units and product lines to achieve and improve client satisfaction
Work with the Account Executive to maintain contract compliance and renewals
Identify and report new sales opportunities with assigned accounts for current and new products to the Account Executive
Assist Account Executive with sales related functions to include preparation of quotes, presentations, meeting coordination, as needed
Proactively set and manage client expectations
Must be responsive to client needs and follow through on all aspects of requests, both written and verbal
Work with the Account Executive to develop action plans around specific client projects
Maintain a high level of expertise for NCR products
Proactively learn new NCR products
Proactively learn NCR policies around network and data security
Understand industry issues such as loss prevention, data security, inventory control, and revenue reporting
Work with customers directly or in conjunction with NCR Consulting to effectively support, plan, and/or execute the implementation of NCR technology
Maintain an appropriate level of urgency around critical and time sensitive client needs
Exhibit appropriate level of professionalism and responsiveness both internally and externally
Track client satisfaction scores bi-annually and work with Account Executive to develop action plans toward improvement
Work independently to drive results
Support the Industry Business
Support matrix organization within the industry group (work with Client Services, Support and Development, Accounting and Contracting)
Seek to resolve escalated issues with minimal impact to company resources
Achieve individual goals that meet or exceed company vision and goals
Follow NCR policies and processes and suggest improvement as necessary
Maintain an appropriate level of urgency in assisting other departments to achieve company and departmental objectives
Communication
Maintain appropriate level of escalation management and communication to Account Executive regarding client needs
Proactively participate in effective multi-directional communication, both formal and informal
Maintain appropriate level of internal escalation to achieve desired client results
Exhibit appropriate professionalism and competency with written and verbal communication
Maintain consistent communication with client regarding NCR updates, innovations, public information, compliance or security issues, organizational changes, etc.
Develop and maintain critical inter-departmental, inter-office relationships to achieve desired results
Financial Analysis and Reporting
Develop and report on key customer metrics to include financial and customer satisfaction
Coordinate management and tracking of customer AR to include collections, order holds, hardware returns between the client and the Account Analyst.
Work with the Account Executive to project and track customer financials
Track all aspects of client data to maintain the highest levels of data integrity
Maintain appropriate levels of confidentiality for sensitive client and company data
Work with the Account Analyst to coordinate new sales order processing using existing company or departmental tools and software standards as necessary.
Other job related duties as assigned.
SECONDARY FUNCTIONS:
Self-promotion and learner mentality to facilitate personal and company growth; a consistent demonstration of aptitude for the next level
Support mentorship mentality with peers and cross-functionally
Ability to influence and persuade to achieve desired outcomes
Proactively provide bi-directional feedback within the group to foster open communication and teamwork
Consistently challenge existing processes to improve efficiencies across the group
Achieve and maintain balance among client set to allow for appropriate work/life balance while still maintaining client satisfaction
REQUIRED EDUCATION AND/OR EXPERIENCE:
Established history in client management; in a technology or solutions delivery environment preferred.
Bachelors degree required
Minimum of 2-5 years of technology implementation experience.
Established history in service industry, specifically, restaurant operations, franchise sales and/or in a POS vendor environment preferred.
SPECIFIC SKILLS & PROFICIENCY LEVEL:
Strong analytical, problem solving, and negotiation skills
Strong interpersonal skills at all levels
Excellent ability to work cross-functionally through different areas of the organization
Able to work individually and as part of a team.
Technology and implementation experience
Strong verbal and written communication skills
Ability to get up to speed quickly with proprietary applications and emerging technology
Computer literate, high level of accuracy and detail oriented.
Proficiency in MSOffice products including: MSWord, MSExcel, MSPowerPoint, and MSAccess.
Must be able to handle multiple functions at the same time and maintain good organizational skills.
High energy and positive attitude
Schedule flexibility