Account Executive

The Account Executive delivers exceptional client service as a frontline problem solver by managing and coordinating solutions within defined processes. These efforts aim to streamline operations and contribute to the overall success of our clients. Additionally, the Account Executive manages and nurtures new and existing client partnerships, developing long-lasting relationships designed to generate increased revenues and profits while focusing on client retention to ensure continued satisfaction and loyalty.
Role & Responsibilities:

• Manage client calls, written communication, and designated tasks to ensure timely, informative, and accurate responses, enhancing interaction quality and delivering exceptional customer service characterized by courtesy, expertise, and diligent follow-through.
• Manage client accounts, taking a proactive approach to oversee and maintain the financial health of each account; may be responsible for a designated portfolio of high-level accounts.
• Perform routine audits on managed portfolios, identifying and addressing potential issues or concerns promptly.
• Reach out to clients experiencing account issues to gather essential information necessary for resolution.
• Engage in targeted retention strategies to prevent cancelations and ensure client satisfaction.
• Monitor client satisfaction, gather feedback, and collaborate with leadership to align strategies and enhance processes.
• Educate clients to help resolve their inquiries or concerns effectively and inform them about additional TBS services available that may be helpful to them.
• Coordinate client requests including but not limited to paperwork, account-related reporting, and other account-related documentation.
• Cross-train to learn additional skills or procedures that may be required for different tasks or roles within the department to occasionally assist other teams as volume dictates.
• Routinely review departmental communications, internal procedure databases, and other applicable information to understand and keep current on the latest procedures for the department and company to serve as a resource when answering client inquiries.
• Other duties as assigned.

• Ability to promote and foster a positive and supportive environment committed to the department's success, supporting peers, clients, and the overall goals of TBS.
• Strong attention to detail, ensuring accuracy in tasks and documentation.
• Excellent interpersonal skills, including written and verbal communication.
• Highly skilled in computer, electronic communication, and technology with the ability to quickly learn new software, applications, and systems.
• Ability to type efficiently and effectively without excessive errors.
• Ability to solve problems on a high level.
• Possesses strong time management skills and multitasking abilities to independently prioritize and complete tasks, able to adapt to changing workloads, deadlines, and schedules, and perform in a fast-paced environment.
• Ability to move in, out, and around the office, including furniture and access file cabinets, office machinery, etc.
• Capable of frequently operating standard office equipment such as a computer, keyboard, mouse, calculator, and copier/printer; possess sufficient visual acuity to view computer monitors or television screens.
• Capacity to learn quickly to accurately apply and communicate the knowledge.
• Able to work overtime if required.

• High School Diploma or equivalent.
• 1-2 years of customer service experience in a call center environment, with emphasis on handling high call volumes and written communication.
• A minimum of 6 months of experience in the transportation, factoring, or finance sector.
• Proficient knowledge of Microsoft Office programs, especially Excel, Outlook, Word, and Teams.