Account Operations Specialist at 4AllPromos

Old Saybrook, Connecticut, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Aug, 26

Salary

0.0

Posted On

05 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Management, Client Onboarding, Cross-Functional Coordination, Data Management, Microsoft Excel, Google Workspace, Customer Service, Administrative Support, Analytical Skills, Problem Solving, Multitasking, Interpersonal Communication

Industry

Advertising Services

Description

Description About Us 4AllPromos is a leading e-commerce company in the promotional products industry, delivering custom-branded merchandise to organizations across the country. We're a fast-paced, high-growth environment with a scrappy, mission-driven team focused on delivering excellent customer experiences and continuously improving how we operate. Position Overview The Account Operations Specialist plays a key role in ensuring seamless communication and coordination between our company and customers. This position supports account managers, streamlines processes, and enhances overall customer satisfaction. Key Responsibilities: Cross-Functional Coordination: Work closely with sales, marketing, operations, and customer service teams to fulfill client requests, resolve issues, and meet service level agreements (SLAs). Client Onboarding: Assist with the onboarding process for new clients requesting online quotes by gathering necessary documentation, setting up accounts, and providing pricing details. Data & CRM Management: Track client interactions, update order information, and document approvals within the CRM system, ensuring accurate records and timely follow-ups. Account Management Support: Provide backend support to Account Managers by handling administrative tasks, processing steps, and follow-ups to keep workflows on track. Team Support: Maintain a flexible approach to work assignments, contributing wherever support is most needed. Adaptability: Flexibility to adjust to evolving client needs, business priorities, and industry trends. To succeed and thrive in this role, you will also be expected to support additional projects and responsibilities as business needs evolve. Requirements About You You’re a great fit if you: High level of accuracy in handling orders and executing account-related tasks. Analytical skills to identify root causes of issues and implement effective solutions in collaboration with internal teams. Ability to work effectively within cross-functional teams to meet client needs and achieve business objectives. Experience with CRM software, Microsoft Office (particularly Excel), and other business tools for data management and reporting. Proactive approach to building and maintaining strong client relationships through regular communication and problem-solving. High school diploma or equivalent; some college coursework is a plus Prior administrative and customer service experience Strong communication, interpersonal, and decision-making skills A proactive, positive attitude with a focus on solutions and customer satisfaction Ability to multitask and prioritize in a fast-paced environment Comfort with technology: experience with Google Workspace and CRM systems is a bonus Ability to type at a minimum 40 WPM Bring a positive and productive attitude to work every day Physical Requirements: Ability to remain in a stationary position for prolonged periods while working at a computer. Ability to communicate effectively with customers over the phone and via email or live chat. Must be able to perform repetitive tasks, such as typing, with attention to detail. 4AllPromos is an equal opportunity employer and is committed to diversity and inclusion in the workplace. We welcome applications from individuals of all backgrounds and strive to create a supportive and inclusive environment for all employees.

Responsibilities

The Account Operations Specialist coordinates between internal teams and customers to fulfill requests and resolve issues. They provide backend administrative support to Account Managers and manage client data within the CRM system.