Account Operations Specialist

Essex, Connecticut

4AllPromos
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Account Operations Specialist

Make a Difference for Our Customers Every Day

Location : Essex, CT (There is an opportunity for a hybrid schedule after training and based on performance)

Hours: 10:00-6:00 pm Full-time, non exempt.

At 4AllPromos, our goal is to provide an exceptional customer experience every day. The Account Operations Specialist plays a key role in ensuring seamless communication and coordination between our company and clients. This position supports account managers, streamlines processes, and enhances overall customer satisfaction.
Key Responsibilities:
  • Account Manager Support: Act as the primary point of contact for account managers, assisting with inquiries, providing support, and ensuring a smooth customer experience.
  • Cross-Functional Coordination: Work closely with sales, marketing, operations, and customer service teams to fulfill client requests, resolve issues, and meet service level agreements (SLAs).
  • Client Onboarding: Assist with the onboarding process for new clients requesting online quotes by gathering necessary documentation, setting up accounts, and providing pricing details.
  • Data & CRM Management: Track client interactions, update order information, and document approvals within the CRM system, ensuring accurate records and timely follow-ups.
  • Stock Issue Resolution: Support account managers in identifying and recommending alternative product options when stock shortages arise.
  • Client Feedback Collection: Gather feedback from clients one month after issue resolution to assess satisfaction and identify areas for improvement.
Requirements

Who You Are:
  • Customer Service Excellence: Strong interpersonal and communication skills to engage with clients and address concerns effectively.
  • Organizational & Multitasking Abilities: Ability to manage multiple client accounts and prioritize tasks efficiently.
  • Attention to Detail: High level of accuracy in handling client records, managing contracts, and executing account-related tasks.
  • Problem-Solving Mindset: Analytical skills to identify root causes of issues and implement effective solutions in collaboration with internal teams.
  • Team Collaboration: Ability to work effectively within cross-functional teams to meet client needs and achieve business objectives.
  • Technical Proficiency: Experience with CRM software, Microsoft Office (particularly Excel), and other business tools for data management and reporting.
  • Client Relationship Management: Proactive approach to building and maintaining strong client relationships through regular communication and problem-solving.
  • Adaptability: Flexibility to adjust to evolving client needs, business priorities, and industry trends.
What You Bring:
  • High school diploma or equivalent; some college coursework is a plus
  • Prior administrative and customer service experience
  • Strong communication, interpersonal, and decision-making skills
  • A proactive, positive attitude with a focus on solutions and customer satisfaction
  • Ability to multitask and prioritize in a fast-paced environment
  • Comfort with technology: experience with Google Workspace and CRM systems is a bonus
  • Ability to type at a minimum 40 WPM
Physical Requirements:
  • Ability to remain in a stationary position for prolonged periods while working at a computer.
  • Ability to communicate effectively with customers over the phone and via email or live chat.
  • Must be able to perform repetitive tasks, such as typing, with attention to detail.

Salary Description

starting at 24.00 an hour
Date Posted: 18 May 2025
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