Assist the Account Management team by coordinating and preparing for customer interactions, managing contracts, and ensuring customer satisfaction.
Job Title: Enterprise Account Manager Assistant OR Account Manager
Department: Account Management
Job Status: Contract - Part Time
Role Summary
The Enterprise Account Manager Assistant supports CardTapp's Account Management team, ensuring a smooth customer experience for Enterprise clients. Responsibilities include scheduling and preparing for ABRs and QBRs, assisting with renewals, managing the "cash-to-quote" process, and facilitating coordination among customers, internal teams, and external stakeholders. This role is ideal for a detail-oriented, organized individual looking to grow into a larger Account Management position.
Key Responsibilities (include, but are not limited to):
- Support Enterprise Accounts and coordinate with customers and stakeholders to ensure timely responses and smooth interactions.
- Schedule and coordinate Annual Business Reviews (ABRs) and Quarterly Business Reviews (QBRs) with Enterprise customers.
- Assist with preparing renewal agreements and supporting documentation in collaboration with Operations and Accounting.
- Oversee and distribute Docusign agreements as an integral part of the contract renewal process. Prior experience with Docusign is advantageous.
- Coordinate with internal and external stakeholders to manage expedited cash-to-quote processes and ensure timely execution.
- Track account details including licenses, usage, contract terms, and renewal timelines in Zoho CRM and other systems.
- Ensure account records and pipelines are accurate, updated, and aligned with process workflows and rules of engagement.
- Provide reporting on account and customer status as needed.
- Answer customer questions or route them appropriately to the right teams.
- Monitor and respond to support requests in Zendesk or other channels, ensuring customers receive timely and accurate assistance.
- Collaborate with cross-functional teams (Sales, Operations, Accounting) to enhance the overall Enterprise customer experience.
- Other duties as assigned.
Compensation
$25-37/hour (depending on experience)
Growth Opportunity: Role may expand into a more complete and full-time Enterprise Account Manager position in 2026.
Top Skills
Docusign
Zendesk
Zoho Crm
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