Associate Account Manager - Canada

:

This highly visible position will work closely with Account Managers, Fleet Consulting Executives, and key operational areas. Each member of Client Services is responsible for 100% client retention.

The position of Associate Account Manager is a developmental role that provides a foundation for building the skills necessary to become an Account Manager. Responsibilities include:

• Provide back-up to Account Managers and their clients in support of continuity of service
• Provide administrative and analytical support within a team’s account portfolio for Core and Fleet Administration Account Managers
• Execute transactions, conduct research, manage inquiries, complete projects, and prepare reports for internal and external use

Key Responsibilities

• Meet or exceed all departmental driven phone and Salesforce KPIs
• Understand customers fleet policies, anticipate needs, participate in executing on goals
• Respond to clients, dealers, drivers, internal customers, and vendor phone/email inquiries within established service level standards
• Conduct research, collect data, update status events, and prepare appropriate reporting based upon specific client parameters
• Audits and Reporting of Data Integrity
• Assist in managing open Salesforce requests to ensure cases and associated tasks remain current and do not go overdue
• Data and Exception Management
• Clearly communicate recommendations to customers and across the organization
• Assist in creating SOPs and FAQ documentation
• Other duties as assigned
• Escalate issues that impact service delivery

Skills/Competencies

• Committed to success of coworkers and organization
• Demonstrate integrity, enthusiasm, and a willingness to be involved and make a difference
• Self-starter, ability to work independently and manage priorities effectively
• Effective at influencing across the organization through knowledge and expertise
• Thorough knowledge of clients and service offerings
• Able to proactively identify and understand internal and external client needs
• Strong organizational skills and attention to detail
• Strong written and oral skills to work effectively with clients and internal/external organizations
• Effective in keeping deadlines, following up on tasks, and maintaining commitments
• Problem solver
• Able to manage multiple tasks and consistently communicate results

Education And/Or Experience

• One to two years of relevant experience
• Outstanding verbal and written communications skills
• College degree or equivalent experience
• Intermediate to Advanced Proficiency in Microsoft Excel

WORK ENVIRONMENT

• Hybrid- In office and remote

EEO Statement

Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.