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Key Account Specialist (Account Plan (strategy, performance, Review client…
Key Account Specialist
Primary Point of Contact
Relationship Management
plan/attend client appreciation events
Check-Ins
Follow Ups
Project Review
fielding direct requests T3
redirect T1 and T2 requests
Account Plan
strategy
performance
Review client portfolios - current scope of work
contribute to client forecasting and budgeting
Monitor Client Activities
Project completion follow up
Successes/OFIs
Project Kick Off Meetings
internal
external
Problem Solve Client Issues
contribute to bid desk conversation
PDFs - client communication
Lead/Host External Training Sessions, Tech Talks
Collections Escalations