Account Manager, Client Accounts

The Account Manager, Client Accounts provides work of an analytical, operational, and client service nature for assigned accounts within the Inmar Cash Back business. This role performs duties of a routine and recurring nature related to the Cash Back clients and their offers. Typical duties include
rebate offer setup, QA review, and offer management as well as prepay review and reporting.

Primary Accountabilities:

Operational (60%)

• Management of daily/weekly/monthly processes for assigned accounts and/or Salesforce queue cases

• Utilize best practices in time management skills in order to perform regular daily tasks in addition to extra projects as assigned by supervisor/manager

• Implement efficiencies after receiving approval from manager

• Adhering to agreed upon lead times for key milestones on each account, such as offer setup, Cash Back Center creation, custom reporting, etc.

• Preparing supplemental reporting for internal or external stakeholders, as requested

• Assist in the development, implementation, and maintenance of quality assurance procedures and updated SOP’s

• Execute offer setups, review, and modifications in internal systems in accurate and timely manner

• Perform data entry and database management duties as needed to maintain the accuracy of client offers and related reporting

• Complete prepay review to ensure accuracy in processing and data capture as well as look for unusual activity in processing

• Coordinate with our partners in Mexico on offer setups, approvals, and processing performance

• Monitor prefunding status and performance of offers

• Train new team members

• Works with Product Management/Development on modifications or enhancements as needed

• Assist with testing system enhancements and offering suggestions for improvement.

• Answer complex questions on product/service offerings and functions

• Providing additional support to assigned accounts as requested

• Work effectively with all levels of personnel as part of a team and as a self-starter

Client Services (40%)

• Train clients on Cash Back web app and reporting portals

• Assist clients with best practices on Cash Back offers and review artwork

• Estimate prefund amounts and request prefund invoices

• Collect Cash Back offer assets and Cash Back Center website assets as applicable

• Assist with post-campaign reporting

Minimum Requirements:

• Bachelor’s degree required or relevant experience 

• Intermediate knowledge of Microsoft Excel and Word

• 3+ years of prior experience in a role involving direct interaction with clients, customers, or stakeholders

• Proven track record of understanding client needs and translating them into actionable solutions

• Experience in handling client inquiries, resolving issues, and ensuring client satisfaction

• Ability to meet deadlines and manage multiple day-to-day tasks and ongoing projects by effectively prioritizing

• Demonstrated ability to communicate effectively, professionally, and with tact and discretion

• Excellent attention to detail skills

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We are an Equal Opportunity Employer, including disability/vets.