At Callahan & Associates, our people are at the heart of who we are. As a company, we empower credit unions to impact their members and communities. If you are looking to be part of a fast-paced, 100% employee-owned company that loves the industry we serve, encourages creativity, and rewards excellence – keep reading.
Five Reasons Why You Want To Work With Us
- You want to work with a team that is competent, confident, passionate, and focused on achieving big goals.
- You want to work on a product and deliver services that have the potential to help millions of people.
- You want to have a voice and employee ownership.
- You want to be part of a fun and healthy work culture.
- You want to work at a company that will provide an opportunity to get you to the next level of your career.
Summary/Objective
This role will have a bird’s eye view of the end-to-end client success function and have an immediate impact on both your team’s and the company’s success. This role establishes the building blocks needed to progress within the Account Management team as an individual contributor, as well as opportunities within other departments within the company.
Essential Functions
As an Account Management Coordinator, you will be responsible for the following functions:
- Provides assistance and support to Account Manager through ongoing efforts.
- Engages with senior-level executives within the credit union industry to proactively schedule and confirm meetings through e-mail, calling and tailored engagement campaigns.
- Leverages internal tools to engage contacts and ensures sufficient service consumption levels within current membership.
- Delivers high quality client service experiences that will drive future cross-sell opportunities.
- Coordinates with internal staff to ensure the right individuals are present to support the Account Managers in their client calls.
- Partners with Account Managers to create customized plans for assigned territories to deepen awareness, increase utilization, and drive retention and growth within current client pool.
- Ensures our CRM database (Salesforce.com) contains accurate account details, client contact information, and relationship insights.
- Continuously identifies and presents innovative ideas to drive client loyalty and growth.
- Develops knowledge base for financial services industry, specifically credit unions and the suppliers that support them.
- Takes lead on verification efforts for Callahan publications with limited need for manager oversight.
Required Experience
At least one to two years of sales and/or customer service experience.
Preferred Education and Experience
- Bachelor’s Degree.
- General interest in the Financial Services industry, marketing, and advertising.
- Ability to communicate effectively with executives by e-mail and phone.
- Experience thinking through problems creatively.
- Strong attention to detail.
- Proven experience managing multiple, competing priorities.
- Ability to take initiative on projects and customer service interactions.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment and balance multiple priorities.