Account Executive / Account Representative

Role Overview

We are seeking an Account Executive or Account Representative to enhance client relationships, oversee account operations, and liaise between customers and internal departments. The position involves client communication, account coordination, sales assistance, customer service, and administrative tasks to ensure seamless account management.

Primary Responsibilities

• Engage with customers to identify their needs and prepare proposals and relevant documents.
• Coordinate service requests and follow up on various account activities.
• Maintain thorough and accurate customer records and reports.
• Support sales initiatives by monitoring opportunities and facilitating communication.
• Serve as a primary contact for clients, delivering timely responses and coordinating solutions.
• Work collaboratively with sales, operations, finance, and customer service teams.
• Manage account updates, quotations, order processing, and customer inquiries effectively.

Qualifications and Skills

• Possession of a bachelor's degree or diploma in Business Administration, Marketing, Management, Communications, or a closely related discipline.
• Well-versed in account management principles, customer service excellence, sales assistance, and professional communication.
• Excellent communication skills to understand client requirements and expectations accurately.
• Strong interpersonal abilities, negotiation aptitude, presentation skills, and problem-solving capabilities.
• Experience managing inquiries, documentation, quotations, and necessary follow-ups.
• Proficiency with CRM tools, Microsoft Office Suite, customer databases, and account management software.
• Competence in maintaining detailed customer records, reports, and business documents.
• Good grasp of customer retention strategies, account development, and sales growth opportunities.
• Ability to collaborate effectively with multiple departments including sales, marketing, operations, finance, and customer service.
• Excellent organizational skills and ability to prioritize multiple accounts simultaneously.
• Keen attention to detail with a proactive approach toward pending customer needs.
• Customer-centric mindset focused on relationship building, service quality, and continuous improvement.