Growth and increased revenue is key to the survival and wellbeing of any company — the New Accounts Manager role is responsible for delivery of New Business and/or additional services to existing clientele into production by training and consultation with the appointed Client Delivery Manager to ensure a smooth transition of the launch account to operations.
Main Duties and Responsibilities:
- Act as first point of contact for new accounts and internal growth opportunities .
- Connect internal and external stakeholders and guide them through the “Launch Process”
- Identify the needs of the clientele at Launch and translate into Hey DAN portfolio of Service Offerings.
- Creation of Internal Administrative Processes including but not limited to DANA, Billing, Process Documentation of Client Manuals and/or workflows, App Administration and Reporting
- Administer the Launch timelines with both the client and CDM, ensuring key deliverables are met within deadlines.
- Drive account-specs training in collaboration with the CDM and SME
- Drive employee performance through feedback and review account performance until fully transitioned out of the pilot phase.
- Ensure that both Quality Assurance and Quality Control is in place prior to Launch and is maintained during transition from Launch to Operations.
- Act as consultant after Launch Day to CDMs to ensure adoption of Hey DAN services by client user base.
- Take part in ad hoc projects of the Strategy & Analytics Team.
- Jump into launch production by doing transcription, proofing, or CRM entry and other related tasks whenever the need arises.
Qualifications (Skills and Experience) and Requirements:
- Know Hey DAN’s Processes
- Launch, DANA, Transcription-to-Entry processes, App, Billing, Reporting, Coaching,
- Communications and Stakeholder Management
- Ability to manage expectations of stakeholders with clear and concise communications to achieve the goals and KPIs put in place
- Ability to create Key Documents (Moderate knowledge of Gsheets, GDocs, Slides, etc.)
- Analytical Skills
- Ability to review the reporting tools to analyze the situation and react accordingly to ensure that Goals and KPIs are still met.
- Coaching skills
- To provide feedback to employees to ensure specs and processes are followed as specified by the client
- Coaching employees to ensure quality and productivity is kept within the expected margins to achieve key goals.
- Presentation Skills
Find out more about Civicom Pacific at www.civi.com and our Feathers Project at www.feathersproject.org.