Join AMTdirect If you would like to apply to AMTdirect today, simply submit your resume by clicking below.
Employment Opportunities Submit Resume

Careers with AMTdirect

Career Opportunities | AMTdirect Culture | Life At AMTdirect Career Opportunities Career Overview
Human Resource Mission
Hiring Process
Benefits

Client Success Associate

Is responsible for building and maintaining a sales pipeline including lead qualifications, web-based demonstrations, proposal generation and account management and tracking using Customer Relation Management (CRM) software. Assists and supports others in the achievement of AMTdirect’s company or departmental goals.

Primary Responsiblities

Includes the following, others may be assigned.

Owns the follow-up and qualification activities for leads that are generated via the corporate web-site.
Is able to explain concepts and technical information to unskilled computer users.Is willing to go above and beyond to satisfy and assist clients.
Clearly communicates AMTdirect’s product and solutions over the phone, e-mail or web-ex, drawing upon a thorough understanding of the value of the AMTdirect application and industry “best practices”.
Responds to requests for information from prospects and coordinate software and web services presentations.
Maintains and tracks appropriate prospect and customer information in CRM software.
Takes customization request(s) from clients. Sends the request requests to Client Team Lead(s) for evaluation and quote.
Works with the Sales team to create tools and/or processes that make the inside lead qualification process more effective and efficient.
Actively participate in weekly meetings and report progress and issues in attaining objectives.

Additional Duties and Responsiblities

Includes the following, others may be assigned.

Complies with all company policies and procedures. Performs duties in compliance with quality and safety policies, procedures and programs.
Demonstrates a positive attitude towards the company, management, other employees, and customers. Participates in assigned activities and projects to further elevate AMTdirect’s company team spirit. Assist and supports others in the achievement of company or departmental goals.

Job Specifications:

To perform this job successfully, and employee MUST be able to perform each essential duty and responsibility. The specifications listed below are representative of the abilities, knowledge and skills also needed. Reasonable accommodation may be made to enable employees with disabilities to perform.

Job Description/Expectations: Client Success Associate

Certification, Education, and Experience:

MINIMUM: An undergraduate degree from an accredited college or university in accounting, business administration, computer science, finance or related field; AND three-to-five years property management accounting, lease administration or real estate industry experience;

PREFERRED: Three-to-five years of experience in a client/customer-service work environment; a minimum of two years of entry level telephone sales/marketing experience; a combination of work and experience may be considered.

Computer/Technical Skills:

Technically proficient; adept in learning new software environments; proficient in Microsoft Office particularly Excel; good typing skills; knowledge of Sales force or other CRM tools highly desirable; experience working with new technologies in a fast-paced environment is highly desired.

Core Competencies:

Has a passion for sales coupled with a proven ability to effectively and efficiently qualify prospects. Demonstrates strong interpersonal skills with the proven ability to quickly establish credibility gathering contact and account information through various modes of communication, e.g., phone, e-mail, etc.
Possesses well-developed verbal and written communications skills.
Possesses a professional, helpful attitude at all times; and effective telephone etiquette.
Demonstrates strong interpersonal skills with the proven ability to quickly establish credibility gathering contact and account information.
Possesses well-developed verbal and written communications skills; effectively presents information to a variety of audiences.
Is able to provide follow-up to users to maintain positive user perspective; demonstrates strong analytical and problem solving skills.
Has a strong information technology/computer skills – MRI, YARDI, AMTdirect or Accruent (or other accounting or real estate application software experience) knowledge a strong plus. Is a confident self-starter who possesses an analytical and inquisitive mind-set; and is motivated by client satisfaction.
Is able to provide follow-up to users to maintain positive user perspective; demonstrate strong analytical and problem solving skills.
Has a strong information technology/computer skills – MRI, YARDI, AMTdirect or Accruent (or other accounting or real estate application software experience) knowledge a strong plus.
Makes and keeps commitments/confidences. Demonstrates a good work ethic.
Has the willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions.
Prioritizes and plans work activities, uses time efficiently and develops realistic action plans. Is detail-oriented.
Looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.
Participates as part of a team, understanding the various work styles of others, and their roles on the team. Demonstrates enthusiasm and commitment to the goals and objectives of the team. Seeks assistance from other members.

American with Disabilities Specifications:

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties and responsibilities of this job. The employee is regularly required to sit; use hands to finger, handle or feel objects, tools or controls; speak or listen. The employee is occasionally required to walk and reach with hands and arms. Specific vision abilities required by this job include: close vision, peripheral vision and ability to adjust focus.

WORK ENVIRONMENT: Open, energetic, upbeat office setting.

Apply With AMTdirect