4 Account Management jobs

Job Purpose/Role Responsible for maintaining and growing existing customers to increase sales production and retention activities within retail travel agencies. Must reside in GA, NC, SC or West Coast of FL Key Responsibilities Responsible for maintaining and growing existing revenue. Accountable for achieving predetermined sales quotas. Executes effective account development strategies by utilizing all available tools and internal support systems to maximize performance. Serving as a business consultant, develops and cultivates business relationships with existing accounts that yield ever increasing revenue growth and profit margins. Uses agency data to help model to the business decision maker revenue opportunities and defines specific related activities to achieve the plan, and helps the agency execute the plan. Accurately forecasts annual growth from existing accounts. Creates monthly sales plans that outline sales activities for the upcoming 30 day period and effectively implements the plans. Collects critical data on all accounts and documents in Saleforce.com CRM system and uses CRM data to drive decision making on agency contact priorities. Documents all filed and phone call activities, including account development plans in salesforce.com. Executes agency management activities designed to ensure profitable business and positive on-going account relationships Actively participates and attends industry related trade shows and customer sponsored events. . May perform other duties as assigned. Key Requirements/Skills Must reside in GA, NC, SC or West Coast of FL Bachelor’s degree in Business, Sales, or related field or combination of relevant education and work experience. Five (5) years experience with prior track record of achievement in sales in a well-disciplined, highly effective sales organization, preferably in the travel or insurance industry. Experience working with Salesforce preferred. Additional Information Work-from-home office environment. Position is routinely expected to travel 70% of time.  

Judy Perl Worldwide Travel Assistant Group Coordinator Description   For each group travel departure, an Assistant Group Coordinator serves as an integral part of the department to ensure all travelers unique itinerary details are accurately reflected for a flawless personal and overall experience.   The ideal candidate will be available 3 days per week (20-24 hours/week).   Essential Duties and Responsibilities include the following:   Requirements: Excellent communication and customer service skills [both with clients and colleagues]; Strong Microsoft Excel and Word Skills; Attention to detail and formatting; Must exercise effective time management and ability to prioritize based on deadlines; General knowledge of destinations and geography; Be self-motivated.   Duties: Communications: Answer telephone and direct calls to appropriate staff, take detailed messages; Answer emails in a timely and professional manner; Learn our products thoroughly in order to answer these queries.   Database management: Maintain our customer/prospect database. This includes correctly entering names, addresses, and other marketing information. Keep track of client dates of birth, passport numbers, credit card numbers and other personal information; Invoicing through proprietary database and accounting system (ClientBase).   Group and Charter Data Management: Maintain manifests for each group departure by keeping them up to date; Manifests include, but are not limited to: Air [arrival and departure information], Guest Information, Pre and Post-Cruise Hotels;    Monitor validity of passport expiration; Client invoice updating - adjusting this invoice unique to the guest booking, to accurately reflect itineraries and schedules (addition of hotels, flights, transfers, tours).   Other duties: Assist with preparation of final documents; Create travel bookings: make simple bookings at hotels for accommodation and transfers, as directed by senior staff using existing templates.

CLIENT SOLUTIONS MANAGER - This is a virtual position, however, candidates must live in the North East, USA. The Client Solutions Manager is responsible for strategic management of a select portfolio of approximately 10 accounts by delivering all core account management components and value-added services. This position also has responsibility for client retention, profitability of the account portfolio, growth and overall customer satisfaction.    Reports to Vice President Collaborates with Operations Managers in assessing the service configuration of account Serves as business owner and interacts on a regular basis with clients’ travel managers, executive directors, and senior managers of divisions.  Participates in best and final sales presentations as determined by management. Works with Finance in preparing and ensuring the accuracy of client monthly statements Manages the individual client profitability and impact to the company Strategic Business Planning   Develops, implements and manages a Strategic Business Plan which includes: Engaging the client in identifying mutual program goals; Consistently demonstrating Company’s value to the customer;  Proactively managing and fulfilling our contractual goals with the client; Evaluating and revising the Business Plan to address performance goals.  Collaborating with the Operations Managers in developing Operational Effectiveness and Service enhancement sections of the Business Plan; Review and analyze client data and present strategic recommendations on an ongoing basis Preparing quarterly, semi-annual or annual business reviews to demonstrate Company’s performance in managing the clients travel program. Including the appropriate Company management in reviews and management of the overall client relationship Maintains in-depth understanding of client’s and company’s supplier contracts; ensures contractual commitments are met. Uses this knowledge in developing negotiation strategies. Manages the client’s contract in order to maximize Company’s profits. Works with Vice President to forecast, budget, and analyze the client’s P&L. Reviews monthly client invoices for accuracy; approves for submission to the client; and ensures timely receipt of payment.  Monitors contract terms and maintaining valid contracts Participates with the Vice President in financial negotiations for value-added services, contract extensions and pricing revisions.     Client Retention  Manages the Re-Bid process for existing clients to include coordination of RFP/RFI process. Manages the relationship matrix through penetration of the organization and the introduction of Company resources and executives. Maintains a client retention goal of 99% or higher. Maintains customer satisfaction rating of 4 for overall customer base. Manages Customer Survey process and provides analysis and action plan in response to results.  Coordinates all internal resources to ensure the fulfillment of all service components and delivery of value-added services. Manages client communication and education efforts (i.e., industry/company events, educational seminars, and travel industry trends). Collaborates with Operations Managers to ensure that all levels of client satisfaction are met.  Qualifications: College degree preferred A minimum of 5 years account management experience in the employ of a corporate travel management company.   Knowledge and experience in Global Account Management is a plus Presentation skills for a variety of audience levels and sizes Proven oral and written communication skills.  Possess strong negotiation skills.  Ability to analyze and evaluate data in order to identify opportunities to reduce costs and to recommend appropriate solutions. Working knowledge of financial and business models related to travel programs (CRS revenues, overrides, etc). Clear understanding of the various industry fee structures available as options (transaction fee, management fee, hybrids). Ability to consult with external clients in an advisory role in providing alternative solutions. Problem solving skills: ability to listen, identify the root cause, offer appropriate recommendations, and determine the best resolution. Knowledge of technical products related industry offerings. Ability to think strategically in order to create a vision, set direction, lead complex projects to resolution. Proactively anticipate needs of client and integrate new creative ideas and technology as appropriate. Ability to effectively manage multiple projects for several clients in a timely and well-organized fashion. Ability to lead internal team to continue to perform to meet and exceed client expectations. Ability to maintain positive attitude. Ability to travel as required by client portfolio

CLIENT SOLUTIONS MANAGER - This is a virtual position; however, candidates must live in the Western Coast of the United States The Client Solutions Manager is responsible for strategic management of a select portfolio of approximately 10 accounts by delivering all core account management components and value-added services. This position also has responsibility for client retention, profitability of the account portfolio, growth and overall customer satisfaction.    Reports to Vice President Collaborates with Operations Managers in assessing the service configuration of account Serves as business owner and interacts on a regular basis with clients’ travel managers, executive directors, and senior managers of divisions.  Participates in best and final sales presentations as determined by management. Works with Finance in preparing and ensuring the accuracy of client monthly statements Manages the individual client profitability and impact to the company Strategic Business Planning   Develops, implements and manages a Strategic Business Plan which includes: Engaging the client in identifying mutual program goals; Consistently demonstrating Company’s value to the customer;  Proactively managing and fulfilling our contractual goals with the client; Evaluating and revising the Business Plan to address performance goals.  Collaborating with the Operations Managers in developing Operational Effectiveness and Service enhancement sections of the Business Plan; Review and analyze client data and present strategic recommendations on an ongoing basis Preparing quarterly, semi-annual or annual business reviews to demonstrate Company’s performance in managing the clients travel program. Including the appropriate Company management in reviews and management of the overall client relationship Maintains in-depth understanding of client’s and company’s supplier contracts; ensures contractual commitments are met. Uses this knowledge in developing negotiation strategies. Manages the client’s contract in order to maximize Company’s profits. Works with Vice President to forecast, budget, and analyze the client’s P&L. Reviews monthly client invoices for accuracy; approves for submission to the client; and ensures timely receipt of payment.  Monitors contract terms and maintaining valid contracts Participates with the Vice President in financial negotiations for value-added services, contract extensions and pricing revisions.      Client Retention  Manages the Re-Bid process for existing clients to include coordination of RFP/RFI process. Manages the relationship matrix through penetration of the organization and the introduction of Company resources and executives. Maintains a client retention goal of 99% or higher. Maintains customer satisfaction rating of 4 for overall customer base. Manages Customer Survey process and provides analysis and action plan in response to results.  Coordinates all internal resources to ensure the fulfillment of all service components and delivery of value-added services. Manages client communication and education efforts (i.e., industry/company events, educational seminars, and travel industry trends). Collaborates with Operations Managers to ensure that all levels of client satisfaction are met.    Qualifications: College degree preferred A minimum of 5 years account management experience in the employ of a corporate travel management company.   Knowledge and experience in Global Account Management is a plus Presentation skills for a variety of audience levels and sizes Proven oral and written communication skills.  Possess strong negotiation skills.  Ability to analyze and evaluate data in order to identify opportunities to reduce costs and to recommend appropriate solutions. Working knowledge of financial and business models related to travel programs (CRS revenues, overrides, etc.). Clear understanding of the various industry fee structures available as options (transaction fee, management fee, hybrids). Ability to consult with external clients in an advisory role in providing alternative solutions. Problem solving skills: ability to listen, identify the root cause, offer appropriate recommendations, and determine the best resolution. Knowledge of technical products related industry offerings. Ability to think strategically in order to create a vision, set direction, lead complex projects to resolution. Proactively anticipate needs of client and integrate new creative ideas and technology as appropriate. Ability to effectively manage multiple projects for several clients in a timely and well-organized fashion. Ability to lead internal team to continue to perform to meet and exceed client expectations. Ability to maintain positive attitude. Ability to travel as required by client portfolio