Strategic Account Services Specialist

Posted 3 Days Ago
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Lewisville, TX, USA
In-Office
Junior
Automotive • Manufacturing
The Role
Manages client and account agreements, EFT setup, payment and insurance portals, compliance documents, and account status reporting across business lines. Coordinates with account managers, Legal, Accounts Receivable, field leadership, and teammate services to complete client requests, maintain renewals, support background checks, and meet project milestones. Requires strong communication, analytical, organizational, relationship-building, and attention-to-detail skills in a confidential, cross-functional environment.
Summary Generated by Built In

Service Center

CSCS TXJob Summary

The Specialist, Strategic Account Services, manages all agreement related functions for assigned territory, Emerging Lines of Business, and accounts/clients. Teammates in this role use their exceptional communication skills and attention to detail to facilitate effective partnerships between center/field leadership and client/account managers, working to ensure project and/or team milestones and goals are met as key drivers for client performance excellence.

Essential Job Responsibilities
  • Responsible for completing agreements across business lines ensuring client/account specifications are met.
  • Responsible for EFT setup across business lines, working with AR team to ensure bank account and W9 accuracy.
  • Manage existing clients/accounts across all business lines, working with account managers to meet needs as they arise
  • Collaborate with the Legal dept on agreements for Fleet Accounts
  • Monitor reports, analyze data, and communicate status and pending items on a regular basis to ensure timely completion of all new client/account requests for all business lines to the repair centers/field leadership.
  • Provides overall support and updates to repair centers and field leadership on account status.
  • Proactively provide renewed business documents to clients/accounts prior to expiration.
  • Manage client portals and Insurance Gateways to maintain compliance and ensure continued activation and timely testing requirements. 
  • Efficiently utilize and maintain payment portals, manage, and create logins for the contact center, Accounts receivable, and center access to achieve administrative excellence.
  • Work closely with teammate services to navigate teammate background checks required by clients/accounts for new center openings across business lines.
  • Work is generally of a critical or confidential nature. Assignments may be found in various functional areas
  • Potential for large projects to be assigned in partnership with Integration or Company Growth
  • Complete other duties as assigned by management.
Qualifications and Requirements
  • Associates Degree or equivalent combination of education and experience
  • Minimum of 1-3 years of experience
  • Ability to build and maintain effective and productive relationships and work cross-functionally with various departments
  • Good communication, interpersonal and influencing skills
  • Keen Attention to detail and accuracy
  • Able to work well under pressure and handle stressful situations
  • Assertive, Resilient and welcomes change
  • Good analytical abilities, including root cause analysis and thoughtful input for necessary process change(s)
  • Actions embody Caliber’s Core Values

Caliber uses E-Verify to confirm the identity and employment eligibility of all new hires. 

Must be eligible to work in the U.S. with no restrictions. 

Skills Required

  • Associate degree or equivalent combination of education and experience
  • Minimum 1-3 years of experience
  • Ability to build and maintain effective, productive relationships and work cross-functionally
  • Good communication, interpersonal, and influencing skills
  • Keen attention to detail and accuracy
  • Ability to work well under pressure and handle stressful situations
  • Assertive, resilient, and welcoming of change
  • Good analytical abilities, including root cause analysis and thoughtful input for process changes
  • Actions embody the company's core values
  • Must be eligible to work in the United States without restrictions
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The Company
HQ: Lewisville, TX
7,217 Employees
Year Founded: 1997

What We Do

As one of the nation's largest auto collision repair providers, Caliber offers unlimited opportunities to drive your career forward. Surrounded by a purpose-driven, team-centric culture, you are empowered to create the roadmap for your future. With more than 1,800 centers nationwide across 41 states, Caliber features a wide range of automotive services including collision, auto glass and fleet solutions. We are known for providing an outstanding customer experience and regularly rank among the highest customer satisfaction scores in the industry. Our commitment to caring for people extends to our Caliber teammates and their careers. When you join Caliber, you're not just an employee but part of a dedicated team. You'll receive mentoring from some of the brightest minds in the industry, as well as industry-leading pay and a comprehensive day-one benefits program. At Caliber, we care about your well-being. We're proud to have been the only auto repair company on Forbes' list of "America's Best Large Employers"-an honor awarded to companies with high employee satisfaction. We're also proud to have been recognized by Inc. as a Best in Business Extra Large Company (500+ employees), receiving a gold medal for our efforts in going above and beyond to make a positive impact. Caliber is an equal-opportunity employer. We are committed to fostering an inclusive and diverse workplace

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