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Account Specialist I

Entry Level

Jamf | 650 - Business Operations | Eau Claire, WI

The Account Specialist position works within the Account Services team to process customer orders and facilitate renewals. Account Specialists collaborate with other departments on purchases for existing clients, and work directly with customers during the annual renewal process. This role includes the upkeep of account records, auditing of assets and purchases, and assists with customer retention.

Responsibilities
  • Communicate the annual renewal process to assigned clients
  • Enter and process customer orders
  • Assure quality of completed orders by resolving any issues or discrepancies
  • Reconcile incoming orders against price quotes, contracts, and existing assets
  • Provide pricing and quotations to current customers
  • Ensure quality of order data in company CRM system (Salesforce.com)
  • Maintain and update account records in company CRM system and other mediums
  • Support Customer Service team efforts to hit retention and revenue targets
  • Other duties and special projects as assigned
Skills & Requirements

  • Associate's Degree (Preferred), a combination of relevant experience and education may be considered
  • 2+ years of customer service experience
  • 2+ years experience in a detail-oriented environment (i.e. data entry, finance, etc)
  • Comfortable with meticulous and systematic workflows
  • Strong documentation and analytical skills
  • Ability to multi-task and prioritize duties
  • Exceptional customer service skills along with the ability to interact with prospects and customers
  • Strong interpersonal and organizational skills
  • Excellent written and oral communication skills
  • Ability to work independently and as part of a team
  • Billing, contract, or sales support experience helpful
Location: Eau Claire, WI
Travel: 5%
Job Type: Full Time
Education: Associate's Degree (Preferred), a combination of relevant experience and education may be considered
Supervisor: Manager, Account Services