Senior Associate, Enterprise Account Management

In this role at Plum as an Account Management Agent, you will be collaborating with account managers to understand their needs and gather data to build customer profiles and develop account strategies. You will also be responsible for creating and maintaining reports and dashboards to track account performance, identifying trends, opportunities, and challenges. Analyzing customer data and providing insights to assist account managers in making informed decisions will be a key part of your responsibilities. Additionally, you will be supporting account managers in customer meetings and presentations by offering data-driven insights and analysis. Coordination with other departments like customer success, marketing, and product development to ensure account managers have the necessary information and resources will also fall under your purview. Moreover, your role will involve assisting employees and employers in utilizing their health insurance and health benefits in a seamless manner. Developing a deep understanding and knowledge of the entire product, systems, and processes is crucial for the successful execution of your responsibilities. Qualifications Required: - 2-3 years of experience in a customer-facing role. - Strong written and verbal communication skills. - High customer empathy. - Excellent problem-solving skills with a proactive attitude towards unblocking customers. - Ability to collaborate with cross-functional teams to resolve issues. - Proficiency in using modern tools like Intercom, Slack, and Google Suite. - Strong adherence to SLAs and processes. - Capability to communicate complex data and insights to non-technical stakeholders clearly and concisely. - Attention to detail ensuring data accuracy and completeness. In this role at Plum as an Account Management Agent, you will be collaborating with account managers to understand their needs and gather data to build customer profiles and develop account strategies. You will also be responsible for creating and maintaining reports and dashboards to track account performance, identifying trends, opportunities, and challenges. Analyzing customer data and providing insights to assist account managers in making informed decisions will be a key part of your responsibilities. Additionally, you will be supporting account managers in customer meetings and presentations by offering data-driven insights and analysis. Coordination with other departments like customer success, marketing, and product development to ensure account managers have the necessary information and resources will also fall under your purview. Moreover, your role will involve assisting employees and employers in utilizing their health insurance and health benefits in a seamless manner. Developing a deep understanding and knowledge of the entire product, systems, and processes is crucial for the successful execution of your responsibilities. Qualifications Required: - 2-3 years of experience in a customer-facing role. - Strong written and verbal communication skills. - High customer empathy. - Excellent problem-solving skills with a proactive attitude towards unblocking customers. - Ability to collaborate with cross-functional teams to resolve issues. - Proficiency in using modern tools like Intercom, Slack, and Google Suite. - Strong adherence to SLAs and processes. - Capability to communicate complex data and insights to non-technical stakeholders clearly and concisely. - Attention to detail ensuring data accuracy and completeness.