恒可富企业咨询服务(上海)有限公司
客户代表Account Executive
10 months ago
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Important information
Contract type:
Permanent
Location:
Shanghai, China
Work mode:
Onsite
Published on:
20 August 2026
What they need
该职位来源于猎聘
岗位概述 Role Summary 客户执行负责日常客户服务任务,包括文件准备、数据录入与基础沟通支持。该职位是客户服务团队的基础执行角色,确保操作准确性并支持整体服务流程。 The Account Executive is responsible for executing day-to-day client service tasks, including document preparation, data entry, and basic client communication. This role ensures operational accuracy and supports the overall service workflow. ________________________________________ 🧩 核心职责 Key Responsibilities
- 维护客户档案,更新内部系统数据
- 协调内部团队回复常规客户咨询,复杂问题及时升级
- 负责客户关系的维护与管理,持续提升客户满意度,并主动挖掘客户潜在需求
- 支持客户的月度账单及跟进客户回款情况
- 协助客户接入流程的其他相关的行政支持
- Maintain client records and update internal systems
- Coordinate with internal teams for responding to client inquiries and escalate complex issues
- Responsible for maintaining and managing client relationships, continuously enhancing client satisfaction, and proactively identifying potential client needs.
- Support monthly billing and collection processes
- Assist in client onboarding procedures and other administrative tasks ________________________________________ 🎯 资格与技能Qualifications & Skills
- 本科及以上学历,专业为英语、会计、金融、工商管理、法律与经济学优先。
- 具备基本的会计和税务原则知识,熟悉财务报表及行政流程。
- 优先考虑具有客户管理、咨询或相关专业服务销售经验的候选人;在国际公司担任客户经理的经验将被视为加分项。
- 具备有效的倾听和解决问题的态度,能够帮助团队完成时间紧迫的任务。
- 具备英语和普通话的商务水平,意大利语、法语、德语或西班牙语流利者优先。
- 熟练掌握 MS Office 办公软件,能够撰写和理解复杂邮件。
- 举止得体,学习能力强,注重细节,充满热情且具备自我驱动力。
- 能够独立开展项目,同时有效协助同事处理复杂请求。
- Bachelor’s degree or above, degree in English, Accounting, Finance, Business Administration, or Law & Economics is preferred.
- Basic knowledge of accounting and taxation principles, familiarity with financial statements & administrative procedures.
- Preference is given to candidates with experience in customer management, consulting sales, or related professional services; account manager experience at international companies is a plus.
- Effective listening and problem-solving attitude helping the team to meet time-sensitive deadlines.
- Business proficiency in English and Mandarin is a must, fluency in Italian, French, German or Spanish is a plus.
- Good knowledge of MS Office Package ability to draft/understand elaborate emails.
- Well-mannered, fast learning with a passion for details and self-motivated.
- Able to carry on projects independently while effectively assisting colleagues on complex requests.
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