Associate Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Support the onboarding process for new clients by collecting information, entering data into systems and order guides, and coordinating internal resources.

• Keep client order guides, product mappings, and SKU data updated for precise ordering and billing.

• Generate client reports, consolidate various data, and summarize insights for reviews and meetings.

• Oversee accounts for pricing discrepancies, missing invoices, short payments, and mapping errors; resolve issues or escalate as necessary.

• Conduct data entry, clean up spreadsheets, manage file imports/exports, and perform basic data normalization tasks.

• Address client inquiries through email, phone, and Teams, while coordinating follow-up actions.

• Utilize CRM systems such as Salesforce to log activities, track requests, and update account information.

• Handle claims and exceptions by gathering documentation, entering relevant details, and monitoring resolution progress.

• Engage in cross-functional projects aimed at enhancing onboarding efficiency, data integrity, and operational workflows.

• Recognize repetitive tasks suitable for automation or streamlining.

• Evaluate market intelligence, including USDA pricing and weather impacts, for clients and internal teams.

• Spot upsell and cross-sell opportunities by analyzing client purchasing history and market data.

⛳️ Requirements

• 1–2 years of experience in customer service, account support, or a comparable role.

• Experience in the foodservice, distribution, or produce industry is advantageous.

• Proficient in Google Sheets or Excel, including data entry, filters, and basic formulas.

• Familiarity with CRM systems; Salesforce experience is preferred, or a willingness to learn is required.

• Excellent verbal and written communication skills.

• Strong attention to detail and exceptional organizational abilities.

• Capability to collaborate with multiple internal teams and adapt to shifting priorities in a fast-paced environment.

• Customer-first mindset with professional etiquette in phone and email communications.

• Problem-solving skills with appropriate escalation and follow-through.

• Ability to manage tasks independently while seeking guidance when necessary.

• Analytical skills to work with data and identify discrepancies.

• Collaborative interpersonal skills and a positive, team-oriented attitude.

• Proactive approach with a willingness to learn and quickly adapt.

• Sponsorship is not offered for this position.

🏝️ Benefits

• Medical, dental, and vision insurance options.

• Flexible spending accounts for health and dependent care.

• Coverage for critical illness.

• Accident insurance coverage.

• Voluntary life insurance options.

• Company-paid life insurance benefits.

• 401(k) plan with company match available.

• Remote work arrangement.

• Expected travel 1–2 times per year.