Account Management/vcio Coordinator - Austin, United States - UniVista

Description

If you enjoy a steady paced, fun environment, that allows your talents to shine, then this job is for you.

The Account Management/vCIO Coordinator's primary goal is to coordinate the non-technical needs of our clients with the appropriate service delivery within our company.

This person will be one of the primary voices our customers hear and an indispensable resource for the vCIO team delivery areas of our company.

• Coordinate the various nontechnical needs of our customers with UniVista staff in order to provide them a timely response.
• Serve as a liaison between our clients and various service delivery areas of our company.
• Answer incoming calls from customers professionally, with a smile and a friendly attitude.
• Follow up with UniVista staff, vendors or clients where necessary.
• Be an advocate for customer's needs within UniVista or with 3rd parties.
• Work directly with our internal ticketing system for all communication and coordination.
• Maintain a high level of Customer Satisfaction with all customers.
• Create Customer Quotes.
• Receive product into our procurement system.
• Manage UniVista's customer training platform.
• Work with all parties to increase efficiencies and reduce everyday tasks from team members.

• Assist in the resolution of customer service, support and billing issues.
• Create and Document new processes and procedures in the UniVista knowledge base. Keep these up to date.
• Perform other duties as assigned by your direct supervisor.

• Desire to learn, grow, and be part of an exceptional team.
• Customer service experience required.
• Phonerelated customer service is a major plus.
• Exceptional ability to be organized and manage your time.
• Ability to use phone and computer systems for several hours.
• Exceptional oral and written communication skills.
• Strong listening/comprehension skills.
• Conversational, patient, and confident, having a positive attitude.
• Ability to multitask efficiently, with or without direct supervision.
• Ability to effectively prioritize and execute tasks.
• Accounting experience a plus.
• Associates / Bachelor's degree preferred, not required.

• Microsoft Windows
• Microsoft Office or Office 36
• Computer Hardware (PC and Mac)

• Clean drug test
• Clean background check
• Valid driver's license
• Reliable transportation & vehicle insurance'

• Record changes to customer accounts, updating service packages, adding accounts, and removing accounts as needed
• Other duties as requested

• Team Lead

• 5PM

• 8AM

• Temporarily due to COVID19

• Dependable -
• more reliable than spontaneous
• Peopleoriented enjoys interacting with people and working on group projects
• Adaptable/flexible enjoys doing work that requires frequent shifts in direction
• Detailoriented would rather focus on the details of work than the bigger picture
• Achievementoriented enjoys taking on challenges, even if they might fail
• High stress tolerance thrives in a highpressure environment

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

• Monday to Friday

• Bachelor's (preferred)

• Customer service: 2 years (required)
• Administrative: 2 years (required)

• Austin, TX required)