Client Associate Job Description Template
Our company is looking for a Client Associate to join our team.
Responsibilities:
- Provide input on competitive intelligence program;
- Research company intelligence on active & inactive customers;
- Research all bounced email contacts and update new location and notify Sales as appropriate;
- Assembly and coordination of detailed contracts; manage contracts to expected timeline;
- Ensure upon project start that all data in SFDC matches project deployment scope;
- Support development of Sales to Service content & sales collateral content;
- Support the Continuous Value Services and add-on project work change order process and contract renewal process;
- Support contact management leads on inactive, dormant accounts;
- Managing, tracking and scheduling resource requests and assignments for services scoping calls;
- Provide RFP content support for post-production service proposals;
- Validate entries in billing system to ensure accurate invoicing;
- Maintain accurate account, contact, and activity records in Salesforce;
- Develop pricing proposals for renegotiation and upsell opportunities based on historical account volume, forecasting and margin analysis;
- Create Quarterly Business Review presentations;
- Develop an expert knowledge in all of Kochava’s product offerings.
Requirements:
- Knowledge of investment and banking products, policies & procedures is required;
- Strong communication, time management and organizational skills are required;
- Strong client service & technical skills (MS Word & Excel);
- Minimum of 1+ years professional or relevant internship experience required;
- Undergraduate degree preferred;
- Familiarity with mobile technology, advertising and data management software;
- Experience in Account Management, Technical Support or Programming/Engineering (preferably in Software), utilizing Excel, SQL and/or related coding;
- BS or BA degree preferred;
- Detailed documentation skills of client communication, timelines, and deliverables in a fast track environment;
- Ability to work independently and as a member of collaborative teams;
- Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required,