Account Setup

Engage2Excel, Inc.
Mooresville, NC Full Time
POSTED ON 4/8/2022 CLOSED ON 5/6/2024

What are the responsibilities and job description for the Account Setup position at Engage2Excel, Inc.?

The Total Recognition Account Setup position is responsible for the set up and maintenance of all programs in JDE. Responsible for all day-to-day functions of the maintenance of customer program specifics.

Key Responsibilities & Authorities

1.Interacts with account managers and sales reps through phone, email and meetings regarding their recognition programs. Problem solving and issue resolution required.

2.Manages program status and updates program information in JDE.

3.Set up of new accounts and programs in JDE.

4.Coordinates all changes to programs – can include logos, data, events, recipients, offerings, letters/order forms, pages, shipping, pricing, etc.

5.Monitor all aspects of a customer’s program to ensure things are running per customer’s expectations, including surveys, website accuracy, non-responders, manager/recipient emails, solicitation materials shipping on schedule, timely shipping of products, etc.

6.Set criteria for data, recipients, shipping, invoices – must be able to clearly communicate information about how a program runs and what impact a change will make on that program.

Qualifications

  • Associate degree required; 4-year college degree highly desired.
  • 3 years of internal and external customer service experience in JDE required with proven ability to deliver a high degree of customer satisfaction.
  • Proficient in use of Microsoft, specifically Word, Excel and Outlook.
  • Ability to use Critical Thinking skills to problem solve both alone and with a team.
  • Requires excellent communication skills, both verbal and written.
  • Ability to work overtime as needed.

Desired Behaviors

  • Works independently, with general supervision. Is expected to determine how to accomplish the work assignment.
  • Prioritization skills required.
  • Works with confidential data. An average degree of discretion is required.
  • Requires accuracy in performing this function so high alertness and constant attention is required.
  • Requires constant contact with program managers, sales reps and other departments furnishing or obtaining information.
  • Problem solving, analytical skills and discretionary judgment are necessary in making decisions.
  • Handles situations in a calm, objective manner. High degree of tact and diplomacy required. Must be approachable and able to look at situations from all angles.

Desired Outcomes

Deliver on-time, accurate results to client satisfaction

Working Conditions

Office environment

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • Day shift

COVID-19 considerations:
Currently working remote and will return in May to a Hybrid model.

Work Location: One location

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