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Account Management Representative

HR Strategic Solutions · San Jose

Nouveau
Mid 🇬🇧 English

Description du poste

About the role

The Standard Account Management Representative drives proactive outreach to an assigned outbound pool, focusing on volume, consistency, and disciplined campaign execution. Success is measured by outbound activity and the revenue generated from retention, reactivation, and deposit growth.

Key responsibilities

  • Dial into the outbound pool on a planned cadence, following tier‑specific campaign types and calling windows.
  • Systematically work the pool, prioritising high‑volume, consistent outreach to cold and untouched accounts.
  • Maintain up‑to‑date knowledge of bonuses, promotions, and terms to present accurate offers.
  • Follow the AM Playbook call blueprint: professional opening, active listening, discovery, offer presentation, objection handling, and clear close.
  • Transition service interactions into revenue opportunities when appropriate, without forcing the sale.
  • Identify and responsibly reactivate inactive accounts based on their risk profile.
  • Meet weekly dial, contact, and monthly revenue targets for the Standard tier.
  • Log all interactions accurately and ensure clean follow‑up for seamless handover.
  • Observe compliance signals as hard stops, documenting and routing issues immediately.
  • Handle inbound and Decline Board contacts with the same professionalism as outbound work.

Required profile

  • Fluent in English (minimum B2 level).
  • 2‑4 years in customer‑facing sales or account‑management roles, or 1‑2 years in customer service.
  • Demonstrated outbound experience.
  • Familiarity with cryptocurrencies is a plus.
  • 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.
  • A dynamic, supportive, team‑oriented work environment.

Questions fréquentes

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HR Strategic Solutions

San Jose