Consumer & Community Banking - Frosch, Account

hace 2 semanas

Bogota, Colombia JPMorgan Chase & Co A tiempo completo

**JOB DESCRIPTION**

**JOB SUMMARY**

**ESSENTIAL FUNCTIONS**

**Account Management**
- Develop strategic business plans for improved service to clients
- Establish sound business relationships with key clientele
- Identify opportunities for technology and service solutions
- Capitalize on all up-selling opportunities within client portfolios for regional and global consolidations, new business, technology, tools, and so on
- Act as a client advocate with vendors during negotiations, service reviews, and program meetings
- Monitor contract terms, SLAs, volume and service levels to ensure favorable contract for client
- Provide best in class customer service that exceeds clients’ expectations
- Project positive attitude with high energy, diplomacy, and creativity in work strategies
- Facilitate client support with a high degree of initiative, confidentiality, and professional demeanor
- Participate in operational projects, training and functions as appointed by manager
- Perform administrative duties associated with the position which include but are not limited to conducting reviews, creating and updating pertinent reports, and reviewing new accounts and account profiles
- Embody FROSCH Core Values at all times: Respect, Integrity, Excellence, Communication, Commitment and Delivering the Unexpected

**Account Management Support Responsibilities**
- GuideMe
- PinPoint
- Obex
- Sabre Virtual Payment
- Yapta
- TripBAM
- Additional role supporting billing efforts
- Conduct CCM client demos and reporting requests
- Conduct iBank and analytic demos when reporting not available
- Assist with the processing and implementation of acquisition agencies that have corporate accounts
- Support efforts of Nicole Sorkness and the implementation department as we migrate to a new implementation tool
- Retain CFA Institute & Sumitomo and if needed another strategic account

**Revenue Generating Role**

The purpose of this role is to engage with existing FROSCH clientele (and possibly prospects) to understand their post COVID-19 organizational structure/policies and help them craft/implement a revised travel program that fits within these guidelines.

Understanding that larger clients may have done this already or would be referred to TCG, the program would initially be geared towards our small/midsize clients that partnered with FROSCH for our family culture and the personalized attention they are accustomed to receiving.

Collecting Client Information
- Engage with existing clients with a very brief survey that collects information on where they are today with travel.
- Key items for initial survey
- Current assigned resources for travel
- Organizations culture around vaccinations
- Duty of Care strategy
- State of vendor relations
- The last question would ask if they would be interested in a complimentary call with our engagement Director to review their program in greater detail.
- Outbound calls to our existing clients that have not responded asking if we can send them this survey or offer to collect the information over the phone.

Client Engagement - Discovery Call
- Based on the information the client provides, create a customized agenda that targets the areas in which they expressed interest. Through this call we will gather information on their current state of travel, plans for future state and allow us to begin to offer our suite of services (listed below) to support those efforts.

Post Call Review and Plan Construction
- Debrief call with current Account Manager and/or Director and agent team lead to review findings and potential next steps.
- Create for the client a customized a “Travel 2.0: Safe, Smart and Efficient” plan with a focus on revenue generation for FROSCH.

Travel 2.0: Safe, Smart and Efficient
- Travel Manager Outsourcing Services: For those organizations that no longer have a Travel Manager resource, create a customized plan where Travel Manager services are outsourced to FROSCH.
- Duty of Care: Recommend implementation of FROSCH Duty of Care offerings and where applicable recommend 3rd party Duty of Care providers that offer FROSCH commission. Key focus will be on COVID-19 guidelines for entry/exit into forecasted destinations (GuideMe), traveler action plan in case of a positive COVID-19 test/medical emergency and traveler tracking mapped against COVID-19 hotspots (PinPoint).
- Vendor Relations: Comprehensive review of current preferred vendors with analysis on how they “fit” into their current future state of travel. Identify opportunities to bring in FROSCH Preferred vendors to partner with the client while ensuring all vendors meet the clients guidelines around health and safety.
- Virtual Events/On Site Meetings: Provide recommendations of FROSCH GC&E services that fit within the mold of their strategy around virtual events and onsite meetings.
- Traveler Education Seminars: For many travelers within their organization, their first business trip will be their first time on an airp

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