Account Manager Intern

Ruiz Financial Solutions is seeking a highly motivated and customer-oriented Customer Service Representative to join our dynamic team in the financial services industry. As a premier provider of financial solutions, we pride ourselves on our commitment to excellence and delivering top-notch services to our clients. In this role, you will serve as the first point of contact for our valued customers, addressing their inquiries and concerns with professionalism and efficiency. Your ability to understand customer needs and provide relevant solutions will play a critical role in enhancing customer satisfaction and loyalty. You will be responsible for managing various customer interactions, including phone calls, emails, and chat messages, ensuring timely and accurate responses. As part of a collaborative team, you will have the opportunity to develop your skills in the financial sector while contributing to the overall success of the company. We are looking for individuals who are not only passionate about helping others but also possess a strong desire to grow within a thriving organization. If you are ready to make a significant impact on our customers' experiences and support their financial goals, we encourage you to apply and join our mission to empower clients through exceptional service. Responsibilities Manage inbound and outbound customer communications via phone, email, and chat. Provide prompt and accurate information to clients regarding financial products and services. Assist customers with account inquiries, transaction issues, and service requests. Identify and escalate priority issues to the appropriate departments as necessary. Conduct follow-up calls to ensure customer satisfaction and resolution of issues. Maintain detailed records of customer interactions and transactions in our CRM system. Collaborate with team members to enhance customer service processes and improve efficiency.

We're seeking an experienced Account Manager to join our fast-growing team working with home healthcare organizations across the US. In this role, you'll own end-to-end relationships with healthcare providers who employ anywhere from 50 to 5,000+ employees. The ideal candidate thrives on helping clients achieve their business goals through technology adoption and program optimization. You'll work closely with home care and home health agencies to understand their unique challenges around employee engagement, retention, and performance - then partner with them to implement effective solutions. Key Responsibilities: - Own full lifecycle of client relationships from onboarding through ongoing success - Analyze client metrics and provide strategic recommendations - Configure and optimize client programs based on their specific objectives - Serve as trusted advisor to client stakeholders - Drive product adoption and engagement - Identify expansion opportunities within accounts ** Requirements:** - 3+ years of account management or customer success experience - Strong analytical and problem-solving abilities - Excellent communication and relationship building skills - Experience working with healthcare organizations preferred - Ability to understand client business needs and translate them into actionable plans - Track record of retaining and growing strategic accounts This is an opportunity to make a meaningful impact helping healthcare providers better engage and retain their essential workforce. If you're passionate about client success and ready to own strategic relationships, we'd love to talk with you.