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Account Representative

Company: VirtualVocations
Location: Vista
Posted on: May 13, 2025

Job Description:

A company is looking for an Account Representative to manage small business customer accounts and enhance customer retention.
Key Responsibilities

Manage automated account management for SMB accounts, focusing on retention and renewals
Act as the escalation point for critical customer issues, including cancellations and training requests
Identify upsell and cross-sell opportunities by analyzing customer needs and health data

Required Qualifications

Experience in high-volume, customer-facing roles such as sales support or customer success
Proficiency in Salesforce is required; experience with Planhat is preferred
Strong focus on operational efficiency and automation
Ability to take ownership of customer issues and provide solutions
Comfortable with context-switching between tasks and customer interactions

Keywords: VirtualVocations, National City , Account Representative, Other , Vista, California

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