Jr. Technical Account Manager

ROBO; United States; A distancia; USD 42.000 - 54.000; Jornada completa

Descripción de la vacante

ROBO is seeking a Junior Account Manager to support a seamless customer experience through effective coordination and data management. You will assist with QBR preparation, prepare presentations, and track action items while handling calendar logistics for client meetings and internal teams.

The role also involves CRM maintenance, client communications, and supporting small client requests with strong organization and attention to detail.

Formación

• Bachelor's degree preferred in business, marketing, information technology, or related field.
• 1–2 years of experience in account management, client services, or project coordination.
• Experience with data analysis, reporting, and CRM systems is a plus.
• Proficiency in Excel, Word, and PowerPoint.
• Familiarity with Halo ITGlue and other IT documentation tools.

Responsabilidades

• Coordinate QBR preparation and follow-up with clients.
• Prepare client presentations and reports from gathered data.
• Manage meeting and calendar logistics for internal and external stakeholders.
• Support CRM and outreach efforts using platforms like HubSpot.
• Maintain up-to-date client records, trackers, and documentation.

Conocimientos

Organizational skills

Time management

Verbal and written communication

Attention to detail

Proactive

Team player

Adaptable and eager to learn

Professional client-service mindset

Independent work capability

Ability to thrive in a fast-paced env

Educación

Bachelor's degree in Business, Marketing, Information Technology, or related field

Herramientas

HubSpot

Salesforce

Halo ITGlue

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Descripción del empleo

About ROBO: ROBO is a fast-growing IT service provider. We pride ourselves on doing two things: delivering exceptional customer service and developing elite technical talent. If you're looking for a chance to grow and thrive on technical challenges to solve, we're your dream come true.

ROBO Culture: ROBO is founded on its 6 core values: Endless Learning, Caring is Our Superpower, Own the Problem, Follow Up & Follow Through, Adapt and Overcome, and A Positive Energetic Environment Brings Life to Our Work. ROBOs live out the core values every day and are fanatical about providing the best customer service. At ROBO we are passionate about our employees, helping them develop their skill and knowledge to reach beyond their potential.

Position Summary: The Junior Account Manager plays a key support role in ensuring a seamless customer experience through effective coordination, data management, and communication. This position assists with Quarterly Business Review (QBR) preparation and follow-up by gathering, organizing, and analyzing client data and reports, preparing presentations, and tracking action items. The Junior Account Manager also manages meeting and calendar logistics, ensuring timely scheduling, preparation, and communication between clients and internal teams. In addition, this role provides project and task support by assisting with small client requests, maintaining documentation and trackers, and ensuring accuracy in all data entry. The Junior Account Manager also supports CRM and outreach efforts by maintaining up-to-date client records, managing follow-ups, and assisting with client communications through platforms such as HubSpot.

• Bachelor's degree in Business, Marketing, Information Technology, or a related field preferred.
• 1-2 years of experience in account management, client services, project coordination, or a similar role.
• Experience with data analysis, reporting, and CRM systems (HubSpot, Salesforce, or similar) is a plus.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Familiarity with CRM platforms, ticketing systems, and IT documentation tools (e.g., Halo CRM, ITGlue).
• Basic understanding of IT systems, software, and hardware preferred.
• Strong organizational and time-management skills, with the ability to manage multiple tasks simultaneously.
• Excellent verbal and written communication skills.
• Detail-oriented and accurate, particularly with data entry and reporting.
• Proactive and resourceful, with the ability to anticipate needs and follow through on tasks.
• Team player who can collaborate effectively with internal teams and clients.
• Adaptable and eager to learn, with a curiosity for understanding client needs and technology solutions.
• Professional demeanor and strong client-service orientation.
• Ability to work independently while maintaining accountability for deadlines and deliverables.
• Comfortable working in a fast-paced, dynamic environment.
• Excellent attention to detail Benefits