Position Details

Salary $120K – $147K USD / year

Type Full-Time

Experience entry

Exp. Years 4 or more years' experience in relationship management

Education Bachelor's Degree Business Administration, Management or related field

Category Sales & Business Development

About this role

This role is for a National Account Executive (PLADS Nat'l Account Executive I) focused on building and maintaining effective relationships and supporting client satisfaction and retention strategies. The position requires strong communication, accurate reporting/data entry, and a basic understanding of billing and invoicing processes, with CRM proficiency preferred.

Key Responsibilities

Act as subject matter expert to internal stakeholders on complex strategies to optimize client satisfaction and retention
Build, enhance, and maintain effective relationships (account management)
Demonstrate strong organizational and multitasking abilities to manage priorities
Maintain high attention to detail for accurate data entry and reporting
Apply basic understanding of billing and invoicing processes and handle confidential information

Technical Overview

The technical scope centers on CRM usage and account management workflows, including maintaining accurate data entry and reporting. The role also requires familiarity with billing and invoicing processes to support customer/account operations.

Ideal Candidate

The ideal candidate is an entry-level National Account Executive with 4+ years of relationship management experience and a Bachelor’s degree in Business Administration, Management, or a related field. They have strong written and verbal communication, exceptional organization and multitasking, accurate data entry and reporting, and a basic understanding of billing and invoicing processes, with CRM and account management tool proficiency preferred.

Must-Have Skills

Bachelor's Degree Business AdministrationManagement or related field4 or more years' experience in relationship management that directly aligns with the specific responsibilities for this positionExcellent written and verbal communicationStrong organizational and multitasking abilitiesHigh attention to detail and accuracy in data entry and reportingAbility to prioritize task and manage time effectivelyAbility to work well in a team environment and handle confidential informationBasic understanding of billing and invoicing processes

Nice-to-Have Skills

Proficiency in CRM and account management tools

Tools & Platforms

CRM (Customer Relationship Management)account management tools

Required Skills

CRMaccount managementdata entryreportingbilling and invoicing processesrelationship managementorganizational and multitasking abilitieswritten communicationverbal communication

Hard Skills

CRMaccount managementdata entryreportingbilling and invoicing processesrelationship managementorganizational skillsmultitaskingwritten communicationverbal communicationcustomer retention strategiesclient satisfaction optimization

Soft Skills

strong organizational skillsmultitaskingcustomer first mind-setstrong problem-solving skillsteam environment collaborationability to handle confidential information

Industry & Role

Industry Insurance

Job Function Manage and grow national account relationships while supporting client satisfaction, retention, and reporting

Role Subtype Account Executive

Tech Domains ERP & CRM Systems

Keywords for Your Resume

PLADS Nat'l Account Executive INational Account Executiveaccount executiverelationship managementCRMCustomer Relationship Managementaccount managementaccount management toolsdata entryreportingbillinginvoicingwritten communicationverbal communicationcustomer first mind-setconfidential informationtravel

Deal Breakers

Bachelor's Degree Business Administration, Management or related field, 4 or more years' experience in relationship management, Excellent written and verbal communication

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