Client Programs Account Specialist — AI-Savvy & Multi-Client

Unified Resources, Inc.; Houston (TX); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

18 days paid vacation

Health insurance including FSA/HSA

401(k) matching

Job summary

Unified Resources, Inc. is seeking an in-office Client Programs Account Representative to support multiple marketing programs and clients. You will move between systems, analyze program data patterns, and leverage approved AI tools to accelerate automation and problem solving.

Responsibilities include managing client relationships, creating Excel trackers, validating data, and processing claims and orders for compliance. A customer-first mindset and strong communication are essential for success.

Qualifications

• 2–5 years professional experience, including customer service.
• Strong written and verbal communication.
• Strong organizational skills and detail-oriented.

Responsibilities

• Manage relationships with internal stakeholders, clients, customers, and vendors to meet SLAs.
• Build and maintain Excel reports/trackers; validate data and catch discrepancies.
• Use AI tools to support automation and fraud detection in program integrations.
• Review and process claims, co-op/rebate/promotional submissions, and eCommerce orders for compliance.
• Provide technical support for digital signage programs.
• Collaborate within a team covering multiple concurrent client programs.
• Manage online phone system and multiple email inboxes during business hours.
• Provide prompt, friendly customer service by phone and email.
• Gather information, assess needs, and resolve issues, educating customers.

Skills

Advanced Excel

AI tools experience

Order management

Communication

Tools

Excel (pivot tables, formulas)

AI tools (ChatGPT, Copilot, Claude)

Job description

Unified Resources, Inc. is seeking an in-office Client Programs Account Representative to support multiple marketing programs and clients. You will move between systems, analyze program data patterns, and leverage approved AI tools to accelerate automation and problem solving.

Responsibilities include managing client relationships, creating Excel trackers, validating data, and processing claims and orders for compliance. A customer-first mindset and strong communication are essential for success.