Job Summary As an Account Service Representative, you’ll keep client accounts moving smoothly by coordinating requests, processing orders, and connecting clients with the right internal teams. You’ll use customer relationship management (CRM) tools, including Salesforce and Salesforce Cloud, to maintain accurate account information and support responsive, informed service. Your impact: Clear communication and timely follow-through help clients resolve needs and help internal teams deliver consistent account support.

Responsibilities

Manage client and customer accounts, track requests, and maintain accurate records in CRM systems and order processing tools. Coordinate order processing and account updates, following through on issues from intake to resolution. Communicate with clients about account needs, order status, and next steps; provide customer service problem-solving when concerns arise. Collaborate across sales, client services, and other teams to share updates and keep work aligned. Review account information and service trends to support analysis and data-driven decision making.

Requirements

Strong communication skills, including clear client communication and effective internal communication. Experience or demonstrated ability in account management, client services, customer service, sales, or client relationship management. CRM system proficiency; Salesforce or Salesforce Cloud experience is preferred. Familiarity with customer relationship management systems and order processing tools is an asset. Project management skills and the ability to organize competing account needs and follow through reliably. Working knowledge of Microsoft Office; SaaS (software as a service) experience, cross-functional collaboration, relationship management, and analysis skills are valued. Pay: $35,000.00 - $75,000.00 per year

Benefits

Employee discount Flexible schedule Professional development assistance Referral program Relocation assistance Work from home Work Location: In person