Note: The job is a remote job and is open to candidates in USA. CQ Partners is seeking an Assistant Account Manager to provide administrative and portfolio support for the Regional Manager and Account Managers. The role focuses on delivering excellent customer service, maintaining relationships, and effectively managing onboarding and training processes.
Responsibilities
- Assist with onboarding new Associates and facilitate weekly training calls
- Observe practice staff for training needs and deliver training when required
- Attend and help run owner meetings and sales EDPs as directed by the Regional Manager (RM)
- Finalize MBA pre-work as needed:
- Collect and organize financial data for P&L analysis
- Coordinate with Sales Analytics for territory analysis requests
- Support AMs with Business Assessment Interviews (BAIs), Annual Strategic Action Plans (ASAPs), and Annual Marketing Plans (AMPs)
- Collect and track daily/weekly data from practice staff, analyze trends, and report findings
- Conduct secret shopper calls
- Provide coverage for AM calls and accompany AM on site visits or recruiting meetings as needed
- Assist AMs with other tasks as needed (with RM approval)
- Perform portfolio management duties as directed by the Regional Manager
- Attend Regional team calls and weekly 1x1 meetings with RM/AMs
- Attend all training webinars and face-to-face trainings
- Track and manage action items assigned by RM
- Submit summaries of site visits and training events
- Record customer interactions in CRM with detailed notes
- May perform miscellaneous tasks/projects as directed by the Regional Manager
Skills
- Bachelor's Degree in Business Administration or related field
- Minimum of three (3) years of professional experience, preferably in account management
- Ability to use standard Microsoft Office software and Customer Relationship Management (CRM) system
- Strong communication skills (written, verbal, interpersonal)
- Attention to detail and problem-solving abilities
- Excellent time management and organization
- Strong data collection and analysis
- Good judgment and decision-making skills
- Ability to travel 20%-40%
Benefits
- Bonus
- Commissions
- Discretionary awards
- A full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
Company Overview