Associate Account Manager

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📌 Core Information

🔹 Job Title: Associate Account Manager

🔹 Company: Wheels, Inc.

🔹 Location: Alpharetta, Georgia, United States

🔹 Job Type: On-site

🔹 Category: Financial Services

🔹 Date Posted: March 29, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: Remote OK

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Providing administrative and analytical support within a team's account portfolio
• Ensuring client retention by supporting Account Managers
• Managing client relationships through effective communication and service
• Executing transactions and preparing internal and external reports

ASSUMPTION: The job involves developing skills crucial for an Account Manager role, which suggests a growth-oriented position. Understanding fleet management is beneficial as it ties into Wheels, Inc.'s core services.

📋 Key Responsibilities

✅ Conduct research and collect data to update client status events.

✅ Respond to inquiries from clients, dealers, drivers, and vendors within service standards.

✅ Manage open Salesforce requests to ensure timely task completion.

✅ Escalate issues affecting service delivery as needed.

✅ Conduct audits and manage data integrity for clear communication and reporting.

✅ Assist in SOP and FAQ documentation creation.

✅ Meet departmental KPIs and support continuity of service for Account Managers.

ASSUMPTION: Responsibilities focus on support and development, indicating that technical and interpersonal skills are key for problem-solving and effective customer interaction.

🎯 Required Qualifications

Education: College degree or equivalent experience

Experience: 1-2 years of relevant experience

Required Skills:

• Proficiency in Microsoft Excel
• Strong written and oral communication skills
• Problem-solving and organizational skills
• Attention to detail and ability to manage multiple tasks

Preferred Skills:

• Experience in customer service and data management
• Knowledge of Salesforce Management

ASSUMPTION: Salesforce and fleet management experience enhance candidacy due to the technical nature of the responsibilities involved.

💰 Compensation & Benefits

Salary Range: $39,600 - $55,400 annually

Benefits:

• Comprehensive health care options
• Market-leading benefits package
• Annual incentive plan eligibility based on performance

Working Hours: 40 hours per week, with some flexibility for remote work arrangements

ASSUMPTION: Compensation is aligned with industry standards for entry-level positions in financial services, including opportunities for bonuses based on performance.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 1,001-5,000 employees, indicating a larger corporate structure with diverse opportunities

Founded: Not specified

Company Description:

• One of the largest fleet management companies in North America
• 800,000 vehicles managed across the continent
• Provides services in 59 countries globally

Company Specialties:

• Customer Service
• Finance
• IT and Account Management

Company Website: http://www.wheels.com

ASSUMPTION: Wheels, Inc. is likely to offer career advancement opportunities given its large scale and broad service range across North America and beyond.

📊 Role Analysis

Career Level: Entry-level with potential for growth into management roles

Reporting Structure: Reports to Account Managers or senior officials in the client services team

Work Arrangement: Primarily on-site with possibilities for remote work

Growth Opportunities:

• Development into a full Account Manager role
• Possible upward mobility within the department
• Gaining experience in fleet management and customer service

ASSUMPTION: The role is designed to prepare employees for higher positions in account management by providing necessary skill-building opportunities.

🌍 Location & Work Environment

Office Type: Traditional office setting with some flexibility for remote work

Office Location(s): 1165 Sanctuary Pkwy, Alpharetta, Georgia 30009, US

Geographic Context:

• Located in the Alpharetta tech corridor with access to various business resources
• Proximity to Atlanta, offering a vibrant lifestyle and housing options
• Part of the larger Wheels, Inc. business network, providing a robust support system

Work Schedule: Regular full-time schedule with potential for flexible hours

ASSUMPTION: The office location provides strategic advantages for personal and professional life balance given its proximity to a major city hub like Atlanta.

💼 Interview & Application Insights

Typical Process:

• Initial application review
• Screening interviews focusing on experience and role fit
• Assessment of technical skills and problem-solving ability

Key Assessment Areas:

• Technical proficiency in designated tools (e.g., Salesforce)
• Ability to articulate customer service strategies
• Problem-solving and organizational skills assessed through scenarios

Application Tips:

• Highlight any previous experience with Salesforce or related technologies
• Demonstrate examples of client retention and problem-solving in CV
• Emphasize any project management or customer-facing roles

ATS Keywords: Client Retention, Analytical Support, Data Integrity, Communication Skills, Problem Solving

ASSUMPTION: Demonstrating detailed knowledge about customer service processes and technical tools such as Salesforce will likely enhance application success.

🛠️ Tools & Technologies

• Salesforce CRM
• Microsoft Excel for data analysis
• Internal fleet management systems

ASSUMPTION: Familiarity with Microsoft Office products and CRM systems are assumed as critical for day-to-day job effectiveness.

👔 Cultural Fit Considerations

Company Values:

• Commitment to customer service
• Team collaboration and success
• Integrity and professional enthusiasm

Work Style:

• Proactive and self-starting
• Highly communicative across departments
• Detail-oriented with a focus on consistent results

Self-Assessment Questions:

• Am I comfortable handling client interactions independently?
• Do I demonstrate strong problem-solving skills?
• Can I manage multiple projects without compromising quality?

ASSUMPTION: The ideal candidate should resonate with a team-oriented environment while displaying autonomy in client service management.

⚠️ Potential Challenges

• Managing multiple client inquiries under strict deadlines
• Ensuring data integrity across multiple systems
• Handling escalations effectively while maintaining positive client relationships
• Adapting to rapidly changing customer needs

ASSUMPTION: Challenges in this role likely originate from the fast-paced nature of managing multiple accounts and ensuring high standards of customer satisfaction.

📈 Similar Roles Comparison

• Account Coordinator - Typically involves less direct client interaction but similar data management tasks
• Customer Service Representative - Focuses more exclusively on client interaction without the technical analysis component
• Sales Support Specialist - Often more involved in pre-sales activities rather than post-sale account management

ASSUMPTION: Similar roles generally differ in scope regarding client interaction, technological reliance, and focus areas within the sales and service cycle.

📝 Sample Projects

• Assist in developing new client reporting dashboards
• Conduct an audit and redesign of current fleet management SOPs
• Implementation project for improving Salesforce case handling speed

ASSUMPTION: Sample projects reflect continuous improvement initiatives and process optimizations typical in a role focused on client service excellence.

❓ Key Questions to Ask During Interview

• What does a typical day look like for someone in this role?
• How does the company measure success in client retention?
• What are the biggest challenges faced by the Associate Account Manager?
• What support is available for professional development and career advancement?
• How do teams collaborate on cross-department projects?

ASSUMPTION: Candidates should ask about career progression paths and specific metrics for success to gauge alignment with personal growth goals.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Include a comprehensive resume highlighting relevant skills and experiences
• Prepare for a potential phone or video screening interview
• Research Wheels, Inc. extensively and be prepared to discuss their services
• Follow up on your application status after one week

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.

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