Account Manager
J. Joseph exists to help clients reduce their property tax exposure by generating potential savings
opportunities and mitigating penalties, interest and over-taxation. We believe in the “No stone
unturned” approach to client services. If you are searching for a firm that has an outstanding culture,
promotion from within and exceptional client services, please keep reading. We are searching for a self-
motivated and driven Account Manager to work alongside one of our Senior Account Executives.
Their
role will be to connect and build relationships with the current customers they are assigned, assist the
Account Executive with expansion opportunities, and complete updated contracts/extensions. We are
looking for a people-person that can build strong relationships in order to help the company retain
clients. If you like an interactive, collaborative approach to sales, opportunities to travel and meet
potential clients and current clients face-to-face, J. Joseph is looking for you!
• Acts as the primary point of contact for the assigned book of business
• Responsible for developing and maintaining long-term relationships with assigned book of business to understand their needs, potential and to explain product value
• Assists with forecasting and client account metrics and reports
• Acts as the client-facing J. Joseph brand ambassador
• Coordinates and communicates with internal stakeholders assigned to the same client to ensure consistent exceptional service delivery
• Maintains CRM records for the assigned book of business
• Adhere to JJC’s best practices
• Responsible for client issue resolution and escalation when appropriate. Leads weekly open issues meeting and updates notes accordingly
• Stays In constant contact with business unit leaders in order to keep upper management awareof any client escalations that requires them to be involved
• Create and update Client A-Z Presentation to be presented to CEO and upper management on a quarterly basis
• Work with CEO and CFO to manage contract renewals and expirations. Contacting client(s) to discuss renewal and creating and finalizing new agreement(s) when necessary
• Paid time off
• Dental Insurance
• 401(k)
• Vision Insurance
• 401(k) matching
• Health Savings Account
• Professional development assistance
• Employee assistance program
Jodi DeLaZerda, HR Manager Jdelazerda@jjc.com
210.587.2747