Account Executive

Inmar - Winston-Salem, NC

Full-time

Winston-Salem, NC

Wholesale Trade Agents and Brokers

About the position

The Account Executive, Retail Settlement is responsible for managing and analyzing retailer data to enhance client relationships and provide meaningful insights. This role involves chargeback research, variance analysis, and understanding industry trends to support priority clients effectively. The Account Executive collaborates closely with management on various research projects and data analysis initiatives, ensuring high-quality data processing and client education.

Responsibilities

• Perform detailed, routine clerical work of an analytical and customer service nature to ensure accurate, timely processing of client's data
• Handle inbound and outbound client and customer requests and inquiries via phone and email
• Create spreadsheets and relevant reports that provide insight into key data points (monthly, quarterly, ad hoc)
• Collect, clean, and analyze data
• Ensure high data quality through regular quality checks/controls
• Identify and troubleshoot client problems
• Educate and train clients on services and on industry in general
• Make coupon processing decisions
• Assist manager or other Company personnel in scheduling training team members or other associates regarding the department's function and conducting training sessions as required
• Assist manager in the development and maintenance of quality standards
• Ensure that communications from the manager or other areas of the company are understood and supported by other team members
• Collaborate and communicate with data professionals and upper management to oversee highly visible projects
• Utilize best practices in time management skills in order to perform regular daily tasks in addition to extra projects as assigned by supervisor/manager
• Participate in User Acceptance Testing (UAT) as assigned
• Assist with reporting and enhancement requests
• Maintain accurate database
• Assist with processing files for invoicing
• Contribute to process improvement initiatives
• Review industry updates, retailer reviews, and trends
• Utilize Salesforce to interact with clients regarding data issues or requests

Requirements

• Bachelor's Degree required or relevant years of experience
• 3 - 5 years related work experience involving business account service, in-depth data analysis OR equivalent combination
• Web Research Excel Basic to Intermediate
• Excel Basic to Intermediate
• MS Powerpoint Basic
• Propensity for Learning
• Good Written, Oral, & Presentation Skills