Account Consultant II (Key Accounts)

• Build and maintain strong, positive client relationships by serving as a trusted advisor and primary point of contact for assigned accounts.
• Manage a portfolio of fleet management clients by proactively addressing needs, providing timely updates, and delivering exceptional customer service.
• Prioritize and manage critical tasks to meet client expectations, service commitments, and operational goals.
• Review pending invoices, validate accuracy and completeness, and ensure appropriate reasons for delays or outstanding items are documented and communicated to clients.
• Audit invoices and account information to ensure accuracy, compliance, and timely resolution of discrepancies.
• Monitor and track account performance metrics, including pending items, aging reports, past estimated completion dates, and end-to-end processing timelines.
• Generate, analyze, and distribute recurring client reports based on established schedules and client requirements.
• Collaborate cross-functionally with internal teams and external partners to resolve order processing issues, delays, escalations, and barriers impacting completion.
• Partner directly with clients and third-party providers to troubleshoot issues and drive resolution of outstanding registration and order completion requirements.
• Identify opportunities to improve client satisfaction, strengthen partnerships, and support account growth through proactive communication and problem-solving.
• Support the onboarding of new clients by coordinating processes, providing account information, and helping establish successful partnerships.
• Stay informed on industry trends, regulatory changes, and company products and services to provide knowledgeable client support.
• Communicate clearly, professionally, and proactively with clients, internal teams, and external partners to ensure alignment and timely resolution of issues.
• Perform other duties and special projects as assigned to support business objectives.

 Required Qualifications – Required qualifications to effectively perform the job.  An equivalent combination of education, training and experience will be considered.  (Additional requirements may be designated by position.)

• HS Diploma or equivalent required; Bachelor’s degree in Business Management, Communications, Operations, or a related field preferred; equivalent professional experience may be considered.
• Three to five years of experience in account management, customer success, client services, transportation logistics, fleet management, or operations.
• Previous experience supporting client relationships, managing service expectations, and driving customer satisfaction and retention.
• Experience analyzing account performance metrics, preparing client reports, and managing operational deliverables.
• Experience in the title and registration, automotive, fleet management, or transportation industries preferred.
• Must maintain a valid, current driver’s license.

 Knowledge, Skills and Abilities – May be representative, but not all-inclusive, of those knowledge, skills and abilities commonly associated with this position.

• Strong analytical, problem-solving, relationship management, project management, and communication skills.
• Proficiency in Microsoft Office Suite, including advanced Microsoft Excel skills.
• Understanding of basic accounting principles related to billing, invoicing, and account reconciliation.
• Ability to manage multiple priorities, meet deadlines, and operate effectively in a fast-paced, client-focused environment.
• Knowledge of account management principles, client relationship strategies, and customer retention practices.
• Knowledge of fleet management, automotive, transportation, title and registration, or related operational processes preferred.
• Knowledge of client reporting practices, account performance metrics, and service level expectations.
• Knowledge of project coordination practices and cross-functional collaboration methods.
• Knowledge of customer service principles and best practices for managing client expectations.
• Strong relationship-building skills with the ability to develop trust and credibility with clients and internal partners.
• Excellent verbal and written communication skills with the ability to communicate clearly, professionally, and proactively.
• Strong analytical skills with the ability to interpret data, identify trends, and provide actionable insights.
• Effective problem-solving skills with the ability to research, troubleshoot, and resolve client issues independently.
• Strong organizational and project management skills with the ability to manage competing priorities and deadlines.
• Skilled in reviewing invoices, identifying discrepancies, and ensuring billing accuracy.
• Ability to prepare and deliver client-facing reports and account updates.
• Ability to build and maintain long-term client partnerships through proactive communication and exceptional service.
• Ability to understand client needs, anticipate challenges, and provide solutions that support retention and account growth.
• Ability to collaborate effectively with internal teams and third-party partners to resolve issues and meet customer commitments.
• Ability to take ownership of client issues and drive timely resolution through proactive follow-up.

Work Environment – Environmental or atmospheric conditions commonly associated with the performance of the functions of this job. 

• General office conditions.  Exposed to moderate noise levels.

 Physical Abilities - Activities that are commonly associated with the performance of the functions of this job.  The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Required to use close vision and be able to focus.
• Regularly required to talk and hear; frequently required to sit, stand and bend at the knee and waist, and walk.
• Must be able to have repetitive wrist, hand and/or finger movement to type and work on computer.
• Must have finger dexterity and hand-eye coordination to work on computer, telephone, and related office equipment.
• Regular attendance is a necessary and essential function.

 Benefits: 

At ACERTUS. we believe our employees are our greatest asset. That's why we offer a comprehensive benefits package designed to support your health, financial well-being, work-life balance, and professional growth.

Medical, Dental, and Vision 

Voluntary Life/Disability, Accident, Critical Illness, and Hospital Indemnity  

Company Paid Basic Life and Long-Term Disability  

Company Paid Time Off (PTO)  

7 Company-Paid Holidays plus 1 Floating Holiday  

401(k) with company match  

Tuition Reimbursement, Financial wellness resources, Retirement planning, and legal services  

Employee discount programs  

Complimentary Grubhub+ membership  

Casual dress code 

This job description is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, or qualifications. Employees may be required to perform other reasonably related duties as assigned to meet business needs. ACERTUS reserves the right to modify, revise, or update job duties, responsibilities, and requirements at any time.