Associate Account Manager - Canada

The Associate Account Manager is a highly visible position who works closely with Account Managers, Fleet Consulting Executives, and key operational areas. Each Client Services member has 100% client retention responsibility.

The Associate Account Manager role builds the skills needed for an Account Manager. Responsibilities include:

• Provide administrative and analytical support within a team’s account portfolio for Core and Fleet Administration Account Managers

• Support Account Managers and their clients to ensure continued service.

• Handle transactions, do research, respond to inquiries, finish projects, and create reports.

• 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.

• No direct management responsibilities

• 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.
• Dedicated to the achievements of colleagues and the 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
• Bilingual French speaking preferred
• Able to manage multiple tasks and consistently communicate results.
• Effective in keeping deadlines, following up on tasks, and maintaining commitments

• High School Diploma required, bachelor’s degree preferred
• One to two years of relevant experience
• Intermediate to Advanced Proficiency in Microsoft Excel
• Outstanding verbal and written communications skills

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

We're proud to offer a competitive salary, extended health, dental and vison care, virtual heath, paid time off, & paid holidays, retirement with company match, exclusive discount programs, wellness programs, and more.

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including geographic location. Final offer amounts are determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual pay offered will be determined on a case-by-case basis.

Wheels applies AI-based analysis to application materials to help assess fitness for hire for the specific job being applied for and to recommend job postings that align with the candidate’s skills, by comparing the candidate’s skills to the characteristics and qualifications listed in job postings and/or criteria established by Wheels’ hiring team.