account advisor

Sunshine Concepts-Palm Desert

Sunshine Concepts- Palm Desert is a rapidly growing business consulting firm that supports our clients within the telecommunications industry and the Palm Desert, CA community. Our diverse team brings years of experience in sales consulting, brand management, and relationship marketing, providing businesses with solutions to enhance their growth. The root of our success has been our customer-centric approach. This strategy has proven that building meaningful relationships with your community fosters long-term customer and brand loyalty. Over the past year, we've grown by almost 200% which is why we are urgently seeking Client Account Advisors to join our innovative team!Sunshine Concepts - Palm Desert partners with some of the nation's largest telecommunications providers, including Lifeline. As a Client Account Advisor, you'll represent Lifeline, engaging with customers directly through our residential sales and marketing campaign to qualify and educate potential customers on their telecommunications services. Our Client Account Advisors serve as the primary point of contact for customers, building relationships, driving sales, and ensuring they are satisfied with their experience from start to finish. In this role, you'll learn valuable skills to help propel your career within the telecommunications industry. When you join our team as a Client Account Advisor, we provide you with the necessary tools and training for success.Responsibilities of the Client Account Advisor: -Meet with potential customers in the community, within assigned territory, to educate and guide them about Lifeline's latest telecommunications services &amp; promotions to find the solutions that best fit their needs and close sales -Guide customers through the enrollment process, assisting with inquiries, troubleshooting issues, and ensuring every interaction leads to satisfaction and trust -Build and nurture long-lasting client relationships to ensure their ongoing happiness and brand loyalty -Stay informed about our Lifeline's products and services to effectively communicate with customers, promote the brand effectively, and boost sales -Accurately record and manage customer account details to ensure smooth service activations and installations -Work together with top-performing Client Account Advisors to deliver seamless service and quickly address customer concerns or inquiries -Help achieve sales goals, identify new opportunities, and implement targeted outreach strategies to drive the business forwardQualifications of the Client Account Advisor Role:-High School diploma or GED equivalent; A Bachelor's degree in Business Administration, Communications, or any industry-related degree is a plus, but not required -1-2+ years of experience in customer service, sales, retail, or any customer-facing role is preferred- experience in the telecommunications industry is a plus -Strong work ethic and commitment to achieving goals -Excellent communication and interpersonal skills -Ability to multitask and thrive in a fast-paced environment -Genuine passion for connecting with people and building authentic relationships -A knack for technology and an interest in the telecommunications industryJob Type: Full-timePay: $49,472.81 - $60,171.55 per yearBenefits:<ul><li>401(k)</li></ul>Schedule:<ul><li>8 hour shift</li><li>Monday to Friday</li><li>Weekends as needed</li></ul>Supplemental Pay:<ul><li>Bonus opportunities</li><li>Commission pay</li><li>Performance bonus</li></ul>Work Location: In person

Client Account Advisor

ABIC

As a Client Advisor, you will be responsible for delivering exceptional client service and driving sales through customer relationship management. You'll work closely with clients to understand their needs and provide tailored solutions that promote satisfaction and loyalty.Responsibilities<ul><li>Build and maintain strong, long-lasting client relationships.</li><li>Act as the main point of contact for clients and manage their accounts.</li><li>Identify and assess clients' needs to provide satisfactory solutions.</li><li>Promote and sell company products and services based on client requirements.</li><li>Handle client inquiries and resolve issues promptly and effectively.</li><li>Collaborate with internal teams to address client needs and improve service delivery.</li><li>Stay updated with the latest industry trends and products.</li></ul>Qualifications<ul><li>Bachelor's degree in Business, Marketing, or related field.</li><li>Proven experience as a Client Advisor, Account Manager, or similar role.</li><li>Strong understanding of sales and customer service principles.</li><li>Excellent communication and negotiation skills.</li><li>Detail-oriented and highly organized.</li><li>Ability to work independently and in a team environment.</li></ul>Job Type: Full-timePay: Rs80,000.00 - Rs120,000.00 per monthWork Location: In person

Client Advisor

Payroc

<div><div>Title
</div><div>Payment Processing Advisor
</div><div>Referral Partnerships
</div><div></div><div>Reports to
</div><div>VP, Sales &amp; Revenue Growth
</div>Position Overview
Payroc is seeking a dynamic and results-driven Payment Processing Advisor to join our Financial Institutions team, specializing in the sale and support of Payroc solutions. This role is ideal for an experienced sales professional with a passion for relationship management and a proven track record in acquiring and retaining business clients &ndash; particularly within the banking or payment processing space. As a Payment Processing Advisor, you will be responsible for identifying, developing, and closing new business opportunities with financial institutions, while also managing and growing existing partner relationships. With a competitive pricing structure, robust support resources, and a compelling compensation package (including base salary and commission), Payroc empowers you to not only meet but exceed your sales goals.
Duties and Responsibilities
<ul><li>Identify, develop and close new accounts through networking, phone and face-to-face sales techniques.
</li><li>Responsible for the retention and profitability of existing accounts and referral relationships.
</li><li>Assist with the new account conversion process including the completion of paperwork, scheduling of equipment installations and participation in conference calls to ensure a positive new client experience.
</li><li>Respond to current and prospective customer inquiries and promptly resolve issues or concerns from customers and Bank Partner employees.
</li><li>Partner and communicate, both verbally and in writing, with equipment installation team, customer service and other departments as needed to ensure continual customer satisfaction.
</li><li>Meet monthly sales and activity goals.
</li><li>Capture accurate and complete information in CRM system.
</li><li>Qualify accounts and decision makers to start the sales process.
</li><li>Participate in Partner Sales meetings to review targets, forecasts and productivity.
</li><li>Adhere to the systemic schedule for sales calls, follow-up appointments, sales meetings and networking events.
</li></ul>Qualifications
<ul><li>2-3 years of outside sales with successful new account acquisition and account management experience
</li><li>Payment Processing or Banking industry sales experience is preferred
</li><li>Proficient level of computer skills - Microsoft Office Products and Salesforce
</li><li>Professional, motivated self-starter with the ability to learn and generate leads from referral sources
</li><li>Ability to work in fast-paced, constantly changing, ethical entrepreneurial environment
</li><li>Excellent presentation skills with an assertive and systematic approach
</li><li>Outstanding time management, organization
</li><li>Marked decision-making, problem resolution and creative thinking skills
</li></ul>Working Conditions<ul><li>
Frequent interaction with team members, management, agents, Business Development Managers (BDMs), and external partners to facilitate smooth operations and collaborations
</li><li>Occasional physical tasks such as lifting office supplies, deliveries, or meeting materials (up to 25 lbs).
</li></ul>Travel Component
<ul><li>approximately 80%
</li></ul>Job Classification
Exempt 
<ul><li>
</li>
</ul>At Payroc we are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individuals&rsquo; qualifications without regard to race, color, religion, national social or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation or any other status protected by the laws regulation in the location we operate. Payroc does not tolerate discrimination or harassment based on any of these characteristics.
Payroc is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources Department at HR@payroc.com</div>

Payment Processing Advisor

Smith Chason College

<div>JOB TITLE: Accounting Advisor
STATUS: Non-Exempt/Hourly
TYPE: On-Campus
REPORTS TO: Regional Student Accounts Manager
PURPOSE
The Accounting Department is central to the fiscal performance of the Campus and is responsible for maintaining the overall health of all student accounts. This may include, but is not limited to, ensuring all student accounts are up-to-date, students are in good financial standing, any changes to a student&rsquo;s account are communicated to the appropriate staff member(s), and all transactions have been correctly recorded in a timely fashion. The Accounting Advisor will work closely with the Campus&rsquo; Financial Aid and Admissions departments on current and new student accounts. The Accounting Advisor will also report to the Campus Director on the overall financial performance of the Campus.
OVERALL JOB RESPONSIBILITIES<ul><li>
Maintain the accuracy of each individual student&rsquo;s account</li><li>
Post quarterly tuition and fees in SIS for every student</li><li>
Collect and process the Registration Fee for all incoming students</li><li>
Create, review, and update monthly payment plans for current and new students</li><li>
Post student&rsquo;s private payments in SIS</li><li>
Process payment reminders and delinquency notices</li><li>
Post late fees for student late payments</li><li>
Process accounting holds (placing students on academic hold for delinquent payments)</li><li>
Coordinate accounting holds with IT department</li><li>
Monitor all past due payments and follow-up with current/previous students for collections via phone calls, text messages and emails</li><li>
Review, audit, and prepare delinquent accounts to submit to designated collection agencies before referring account to Corporate Office</li><li>
Process requests for living expenses, and credit balances</li><li>
Timely response and meetings for student questions and concerns</li><li>
Accounting financial clearance for externship students and graduates</li><li>
Process bank deposits</li><li>
Adhere to all State and Accrediting Agencies regulations</li><li>
Additional duties as assigned by the Accounting Manager and/or Campus Director</li></ul>
OVERALL EDUCATION/QUALIFICATIONS/COMPETENCIES<ul><li>
A minimum of two years progressive administrative experience</li><li>
A minimum of one year accounting and/or collections experience</li><li>
Must have strong technical and analytical skills to successfully navigate numerous computer applications, internet research, and database management</li><li>
The ability to prioritize, multi-task, and meet deadlines through strong time management skills</li><li>
Must be able to work well under pressure while staying organized and can work flexible schedules as business needs dictate</li><li>
Ability to maintain the highly confidential nature of working with financial information</li><li>
Essential qualities: positive attitude, strong desire to help others, self-driven nature, confidence, and results-oriented</li><li>
Be able to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectives</li><li>
Other necessary character traits include being a team player and having the ability to communicate effectively both verbally and written,</li><li>
Always behave in a professional manner in way of appearance, demeanor, and attitude</li><li>
Consistently display the highest levels of integrity in all that is done</li></ul>
PHYSICAL REQUIREMENTS/ WORKING CONDITIONS
The physical demands described here 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 the essential functions<ul><li>
Must be able to remain in a stationary position for prolonged periods of time</li><li>
Can independently move objects up to 25 lbs.</li><li>
Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions</li><li>
Must have sufficient hearing and speaking ability to communicate in person or on the phone/computer with others</li><li>
Must be able to occasionally function in activities that include walking, bending, squatting, and reaching</li></ul>
CULTURE OF CARE
Culture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals. Culture of Care encourages one-on-one relationships. Creating a culture that focuses on the student and their wellness. This includes understanding the student's complex lives. It is about creating a school where everyone feels welcomed by:
Creating a sense of community in all interactions and communications with students<ul><li>
Identifying problem areas and offering assistance</li><li>
Coordinates Student Services assistance as necessary</li><li>
Opening up safe conversations for cooperative solutions</li><li>
Holding students to standards and goals that will ultimately make them successful in their career</li></ul>
DISCLAIMER
I have read the above Job Description and understand its contents. I further understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or physical requirements/working conditions associated with my job. I may be required to perform additional tasks necessary to meet standards of quality. I understand that my employment with Smith Chason College is on an &ldquo;at-will&rdquo; basis.</div>

Accounting Advisor

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