Account Specialist (Finance)
ABOUT THE ROLE AND OUR TEAM:
The dynamic and customer-focused Account Specialist will play a key role in supporting The Bash's vendors and planners by providing expert guidance, resolving inquiries with efficiency and care, and driving business growth through exceptional service. You will be responsible for handling inbound and outbound communications, assisting with bookings, and supporting membership sales and retention efforts. This role requires adaptability, strong communication skills, and a passion for helping people celebrate life's milestones. You will collaborate closely with cross-functional teams, including sales, marketing, product, and operations, to enhance the overall vendor and planner experience. This is a remote position with a fast-paced, iterative work environment that values problem-solving, agility, and proactive engagement.
RESPONSIBILITIES:
- Deliver outstanding service by responding to inquiries from vendors, planners, and prospects via phone, email, live chat, and text, ensuring clear, accurate, and helpful communication.
- Guide and educate vendors on maximizing our platform and services by explaining features, sharing best practices, and troubleshooting issues, while directing them to relevant resources like blogs and help articles.
- Assist planners in finding and booking the perfect vendors for their events, facilitating updates and changes to bookings as needed.
- Identify opportunities to enhance vendor success by recommending membership upgrades, Featured Profiles, and account optimizations, while also assisting with renewals.
- Resolve billing issues by managing overdue payments professionally and maintaining a positive rapport with vendors.
- Advocate for vendors and planners by gathering feedback on products, services, and processes, relaying insights to internal teams, and contributing to ongoing enhancements.
- Collaborate cross-functionally with teams including marketing, product, and tech to improve the overall user experience.
- Leverage data-driven insights to identify trends, opportunities, and areas for improvement in the vendor and planner experience.
- Maintain a comprehensive knowledge base of platform features, policies, and best practices to provide the most up-to-date and accurate information.
- Foster a positive and empathetic customer experience by delivering personalized, efficient, and solutions-focused support.
- Adapt to a dynamic work environment by continuously iterating on processes and solutions to enhance efficiency, service quality, and support business needs.
SUCCESSFUL ACCOUNT SPECIALIST CANDIDATES HAVE:
- 2-3 years of experience in a customer-facing role, such as customer service, inside sales, event planning, or account management.
- Exceptional problem-solving skills and the ability to think quickly while maintaining composure in high-pressure situations.
- Strong verbal and written communication skills with the ability to convey complex information in a clear and friendly manner.
- A results-driven mindset with a passion for exceeding goals and driving business growth.
- High attention to detail and organizational skills to manage multiple tasks effectively.
- A team-oriented approach with a proactive, self-motivated attitude.
- Proficiency in Microsoft Suite (Word, Excel, Outlook), Google Suite, and CRM tools.
- Experience working in an agile environment with iterative and frequent deploys is ideal.
- Bi-lingual (Spanish/English) is a plus.
