Account Management Representative
HR Strategic Solutions · San Jose
Descripcion del puesto
About the role
The Standard Account Management Representative proactively contacts an assigned outbound pool, focusing on volume, consistency, and disciplined campaign execution. Success is measured by outbound activity and revenue generated through proactive outreach.
Key responsibilities
- Dial into the assigned outbound pool on a planned cadence, following campaign types and calling windows.
- Systematically work the pool, prioritizing volume and consistency of outreach.
- Maintain strong knowledge of bonuses, promotions, and terms to present accurate offers.
- Follow the AM Playbook call and chat structure, including opening, discovery, offer presentation, objection handling, and closing.
- Bridge service to revenue by moving from service resolution to deposit or reactivation opportunities when appropriate.
- Identify and responsibly reactivate inactive accounts based on history and risk profile.
- Meet weekly dial, contact rate, and monthly outbound revenue targets for the Standard tier.
- Log all interactions accurately and complete follow‑up actions on time.
- Stop revenue conversations immediately when compliance risk signals appear and route to the proper team.
- Handle inbound and Decline Board contacts with professionalism, balancing service recovery with outbound priorities.
Required profile
- Fluent in English (minimum B2 level).
- 2‑4 years in customer‑facing roles such as sales or account management, or 1‑2 years in customer service.
- Outbound experience required.
- Flexibility to adapt schedules and work hours to business needs.
Required skills
- Rapport‑building and active listening.
- Results‑driven, outbound‑first mindset.
- Closing proficiency.
- Problem solving and adaptability.
- Compliance awareness.
What we offer
- Competitive salary.
- Comprehensive benefits package.
- Opportunities for professional growth and career advancement.
- Dynamic, supportive work environment with a team‑oriented culture.
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HR Strategic Solutions
San Jose