Worklis

Account Officer

Are you a talented communicator with a passion for providing excellent customer service? We are seeking an Account Officer to support our Sales team and enhance our customer engagement.

As an Account Officer, you will be responsible for crafting sales proposals, scheduling product demonstrations, and contacting customers via email or phone to address their inquiries or concerns. You will also update our internal databases with client and contract details and perform back-office sales tasks to support our Account Executives as needed.

Accountant vs Account Officer

While accountants typically focus on managing financial records and preparing financial reports, an Account Officer is responsible for providing customer service and supporting sales activities. Account Officers are often involved in crafting proposals, managing customer accounts, and conducting market research to identify new revenue opportunities.

Role of an Assistant Account Officer

An Assistant Account Officer works closely with the Account Officer to provide administrative support and ensure that customer accounts are managed efficiently. This role may involve preparing reports, updating customer records, and addressing payment issues, among other responsibilities.

Responsibilities

  • Craft new sales proposals and contract renewals
  • Schedule product demos
  • Contact customers via email or phone to answer queries or retrieve information about their account
  • Update internal databases (CRM) with account details
  • Perform back-office sales tasks to support Account Executives as needed
  • Research market trends and competition
  • Create reports on sales and marketing campaigns
  • Maintain digital and physical records of invoices and contracts
  • Address payment issues
  • Identify new revenue prospects

Requirements

  • Work experience as an Account Officer, Account Coordinator or similar role
  • Experience in customer service roles is a plus
  • Familiarity with Client Relationship Systems (CRM)
  • Good verbal and written communication skills
  • Time-management abilities
  • BSc in Marketing, Business Administration or relevant field

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