Company Name 1
My Mountain Mover, Inc.
Job Title
Account Manager
Job Description
▪ Coordinates with and assists the Placements Team regarding new, replacement, and add on accounts.
▪ Schedules and facilitates the VA onboarding, client setup, and client onboarding.
▪ Responsible for the day-to-day operations of the department
▪ Manages CRM database including activities but not limited to data entry, data refinement, creation of reports/dashboard,
data analysis, interpretation, and data quality control.
▪ Leverages on project management tools and coordinate with relevant team members regarding specific tasks
▪ Supports the execution of marketing and sales strategies for the account and business growth.
▪ Develops initiatives to contribute incremental revenue growth and organizational organic growth.
▪ Provides overall guidance, direction, and encouraging harmony and collaboration within accounts and across teams.
▪ Promotes and facilitates account growth through upselling (add-ons, referrals, and business reviews)
▪ Offers expert advice to clients in handling their VAs.
▪ Manages retention for both client and VAs handled.
▪ Contributes to team effort by accomplishing related results as needed.
▪ Investigates and resolves all client-VA disputes.
▪ Conducts periodic client check-ins.
▪ Ensures client satisfaction, retention, and loyalty.
▪ Handles simple and complicated cancellations and escalate to SR MGR and IM Dept Head if necessary.
▪ Investigates and resolves all VA offenses/misconduct.
▪ Conducts periodic VA check-ins.
▪ Ensures acceptable and reasonable VA turnover/attrition rate.
▪ Handles resignations and backouts and escalate to HR, SR MGR, IM Dept Head only if necessary.
Company Name 2
HealthRecon Connect Philippines
Job Description
▪ Ensure and plan effective ways of managing the volume, accordingly in terms of the availability of volume and any
additional agents are benched or moved to QA function etc.
▪ Develop AR Analysis for the assigned client portfolio and present it to the leadership and counterparts from clients.
▪ Exhaust all efforts when a client wants to terminate their contract.
▪ Conduct On-the-Job Training (OJT) for team members when necessary.
▪ Ensure that team members adhere to the company values.
▪ Manages CRM database including activities but not limited to data entry, data refinement, creation of reports/dashboard,
data analysis, interpretation, and data quality control.
▪ Supports the execution of marketing and sales strategies for the account and business growth.
▪ Assists clients in initial setup, technical and functional support, and delegation of tasks.