Account Manager II

Account Manager II

Copay is currently looking to hire an Account Manager II within our Corporate Payments division. This position falls under our Payables line of business and is located in Brentwood, TN. In this role, you will serve as the primary client services contact responsible for supporting retention, client satisfaction, and issue resolution of assigned accounts. You will manage a portfolio of customers, ensuring effective use of products and services, and resolving issues with a strong level of technical knowledge. This position reports to the Account Management Manager and will regularly collaborate cross-functionally with other departments.

As an Account Manager II, Copay will set you up for success by providing:

• Assigned workspace in our Brentwood, TN office
• Company-issued equipment with remote access
• Formal, hands-on training

The responsibilities of the role will include:

• Working directly with clients to provide day-to-day account support, problem resolution, research, and analysis
• Responding to inbound emails, faxes, phone calls, and Salesforce cases
• Developing and executing a client service delivery strategy for assigned clients around needs, contract specifications, and cost components
• Conducting regularly scheduled calls and presentations to review business performance, including training and education
• Making decisions regarding client setup, support, and approving financial fees or transaction concessions
• Preparing and presenting solutions proactively to retain relationships
• Using customer feedback to monitor service levels, identify problems, and determine revenue growth opportunities
• Effectively interacting with internal departments to support a customer base
• Troubleshooting client-raised servicing issues to determine if the issue is system-related, training-related, or configuration-related
• Serving as a key contributor in developing and testing new processes and procedures that enhance the user experience
• Acting as a change agent when appropriate

Qualifications & Skills:

• High school diploma or GED required
• Minimum of three years progressive experience working within a call center or customer service team with demonstrated problem-solving skills
• Salesforce experience highly preferred
• Self-driven to develop professionally, improve performance, and maximize available tools
• Demonstrates leadership qualities that influence peers to work collaboratively, automate manual processes, and utilize systems to their fullest potential

Benefits & Perks:

• Medical, Dental & Vision benefits available the 1st month after hire
• Automatic enrollment into our 401k plan (subject to eligibility requirements)
• Virtual fitness classes offered company-wide
• Robust PTO offerings including: major holidays, vacation, sick, personal, & volunteer time
• Employee discounts with major providers (i.e., wireless, gym, car rental, etc.)
• Philanthropic support with both local and national organizations
• Fun culture with company-wide contests and prizes

Equal Opportunity/Affirmative Action Employer:

Copay is an Equal Opportunity Employer. Copay provides equal employment opportunities to all qualified applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information and/or military status or any other group status protected by federal or local law. If you require reasonable accommodation for the application and/or interview process, please notify a representative of the Human Resources Department.