- Provide administrative and analytical support within a team’s account portfolio for Core and Fleet Administration Account Managers
- Provide back-up to Account Managers and their clients in support of continuity of service
- Execute transactions, conduct research, manage inquiries, complete projects, and prepare reports for internal and external use
- Conduct research, collect data, update status events, and prepare appropriate reporting based upon specific client parameters.
- Respond to clients, dealers, drivers, internal customers, and vendor phone/email inquiries within established service level standards.
- Assist in managing open Salesforce requests to ensure cases and associated tasks remain current and do not go overdue.
- Escalate issues that impact service delivery.
- Audits and Reporting of Data Integrity
- Data and Exception Management
- Clearly communicate recommendations to customers and across the organization
- Understand customers fleet policies, anticipate needs, participate in executing on goals.
- Meet or exceed all departmental driven phone and Salesforce KPIs
- Assist in creating SOPs and FAQ documentation.
- Other duties as assigned.
- Thorough knowledge of clients and service offerings
- Able to proactively identify and understand internal and external client needs.
- Effective at influencing across the organization through knowledge and expertise.
- Committed to success of coworkers and organization.
- Demonstrate integrity, enthusiasm, and a willingness to be involved and make a difference.
- Strong written and oral skills to collaborate effectively with clients and internal/external organizations.
- Initiative-taker, ability to work independently and manage priorities effectively.
- Problem solver
- Strong organizational skills and attention to detail
- Able to manage multiple tasks and consistently communicate results.
- Effective in keeping deadlines, following up on tasks, and maintaining commitments
- College degree or equivalent experience
- One to two years of relevant experience
- Intermediate to Advanced Proficiency in Microsoft Excel
- Outstanding verbal and written communications skills
Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.