Strategic Account Services Specialist

Service Center

Job Summary

The Specialist, Strategic Account Services, manages all agreement related functions for assigned territory, Emerging Lines of Business, and accounts/clients. Teammates in this role use their exceptional communication skills and attention to detail to facilitate effective partnerships between center/field leadership and client/account managers, working to ensure project and/or team milestones and goals are met as key drivers for client performance excellence.

Essential Job Responsibilities

• Responsible for completing agreements across business lines ensuring client/account specifications are met.
• Responsible for EFT setup across business lines, working with AR team to ensure bank account and W9 accuracy.
• Manage existing clients/accounts across all business lines, working with account managers to meet needs as they arise
• Collaborate with the Legal dept on agreements for Fleet Accounts
• Monitor reports, analyze data, and communicate status and pending items on a regular basis to ensure timely completion of all new client/account requests for all business lines to the repair centers/field leadership.
• Provides overall support and updates to repair centers and field leadership on account status.
• Proactively provide renewed business documents to clients/accounts prior to expiration.
• Manage client portals and Insurance Gateways to maintain compliance and ensure continued activation and timely testing requirements. 
• Efficiently utilize and maintain payment portals, manage, and create logins for the contact center, Accounts receivable, and center access to achieve administrative excellence.
• Work closely with teammate services to navigate teammate background checks required by clients/accounts for new center openings across business lines.
• Work is generally of a critical or confidential nature. Assignments may be found in various functional areas
• Potential for large projects to be assigned in partnership with Integration or Company Growth
• Complete other duties as assigned by management.

Qualifications and Requirements

• Associates Degree or equivalent combination of education and experience
• Minimum of 1-3 years of experience
• Ability to build and maintain effective and productive relationships and work cross-functionally with various departments
• Good communication, interpersonal and influencing skills
• Keen Attention to detail and accuracy
• Able to work well under pressure and handle stressful situations
• Assertive, Resilient and welcomes change
• Good analytical abilities, including root cause analysis and thoughtful input for necessary process change(s)
• Actions embody Caliber’s Core Values