Account Services Associate
Core
Support customers during critical moments (renewals, invoicing, provisioning) and drive operational efficiency for Qualtrics' Experience Management platform.
Role type
Account Services Associate (Operations)
Builds
Customer support workflows and operational processes for SaaS clients
Domain
SaaS / Experience Management
Deliverable
client delivery
Required skills
Prioritization, process optimization, contractual analysis, cross-functional collaboration, written and spoken English
Preferred skills
Business Administration/Accounting degree, MS Office proficiency, experience supporting English-speaking customers
Technologies
Salesforce, Zuora, Ironclad, MS Word, MS Excel, MS Outlook
Responsibilities
Own end-to-end customer interactions for invoicing and payment processing; evaluate and action crediting requests via contractual analysis; engage with internal stakeholders (legal, security, finance) to ensure timely renewals and compliance; communicate with customers via email, chat, and phone; research and summarize materials to answer client questions; identify opportunities to streamline business-critical processes.
Seniority
Individual Contributor, entry-level to mid-level
