Job Description

Support the Director of Enterprise Accounts with the focus to cultivate, fulfill and close workspace requirements for MSA clients.

PREFERRED is at a pivotal growth opportunity and the need for account management for our clients has become a priority with the focus on supporting MSA clients when a deal is finalized and the continued relationship that remains thereafter. This position will work closely to assist Senior Management and our Billing and Operations department for any client needs as well.

You are team oriented, focused on the detailed needs of the client, and you have the organizational agility to work with all the key areas within Preferred Office Network: client success, partnerships, operations, and supporting execution of deal requirements.

Duties:

• Build client loyalty and provide excellent customer service.
• Receive executed client requirements and facilitate the onboarding and offboarding of a client with our members.
• Managing client onboarding process for all client types includes but may not be limited to account setup, billing setup and management, client file management and auditing, initial onboarding meeting with client and member site team member where necessary.
• Manage all Service Agreement renewals when necessary.
  • Non-Member locations and any required changes to the renewal are to be flagged and managed by Director.
  • Manage all non-renewing SAs via calendar invites and flag with Director to renew.
• Reconnect any existing client with Director of Enterprise Accounts with any new or ongoing requirements that have been discussed or any need that should be flagged and/or resolved.
• Non-member outreach for proposals as necessary
• Provide PREFERRED team with client feedback and identify new processes to enhance client experience and support.
• Create and execute client proposals and Service Agreements for MSA clients when necessary as a supporting role to Senior Management.
• Work alongside Billing and Operations department to ensure effective communication between clients and invoices, including but not limited to any member or non-member that needs to receive termination notice.
• Support and assist Billing and Operations to execute accurate invoices and secure payment in a timely manner where necessary.
• Execute payment verification process on behalf of Billing and Operations department.
• Support Director of Partnerships to gather market research for client or pricing for a deal requirement for Senior Manager to execute proposals.
• Support Director of Partnerships with the partner onboarding process and/or partner audits to ensure data integrity across all platforms.
• Finalize meeting room booking logistics on behalf of any parties that book one-off meetings at Preferred Office Network venues including communicating arrival details, sharing guest lists, and confirmation of dates, payment, etc.

Qualifications

Education & Experience:

• Minimum Bachelor’s Degree in Business Administration or related field.
• Minimum 5 + years’ experience in customer service, billing or related business development role.
• Account management software and Nexus Payables experience preferred.

Core Competencies/Skill Sets:

• Excellent oral and written communication skills with the ability to communicate ideas and solutions effectively at a high level.

• Strong data analysis and reporting skills.

• Desire to establish and solidify client and member relationships with a long-term outlook.

• Strong interpersonal skills.

• Desire to work in a start-up culture and help build a company.

• Effective listening and critical thinking skills.

• Ability to execute data and information collection efforts; creatively sourcing the data and information when required.

• Proficient at working on multiple projects at once with shifting priorities, ambiguity and rapid change.

• Resilient in the face of constraints, frustrations or adversity.

• Provides reliable follow-up and consistently meets deadlines.

• Demonstrates attention to detail.

Additional Information

About Us:

At Preferred, we value our employees and believe in everyone’s own personal success. We offer a top of the line benefits package, including a 401(k) with company match, a steady schedule — Core business hours are 8:15am-5:15pm M-F, and a chance to grow within an organization that truly values its employees. This position is based out of our corporate office, which is located at 1455 Pennslvania Ave, NW Suite 800, Washington, DC 20004.

The salary range for this position is $65,000 - $75,000 + incentive/bonus + benefits.

Individual pay is determined by skills, qualifications, experience, and location. Compensation details listed in this posting reflect the base salary only and do not include bonus or incentives, if applicable. In addition to base salary, Preferred offers benefits. Learn more about the benefits.