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
What We Do
CardTapp creates personalized mobile apps for business professionals to connect with their clients and referrals. With one simple app, your clients can easily connect with you and refer you to their friends, neighbors, and family.
