Account Manager

CFS

Bedford Hills, NY

JOB DETAILS
SKILLS
Administrative Skills, Billing, Communication Skills, Credit and Collections, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Service Systems, Customer Support/Service, Data Entry, Detail Oriented, Documentation, English Language, Establish Priorities, Intuit Quickbooks, Maintenance Services, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multilingual, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Records Management, Sales Management, Spanish Language, Writing Skills
LOCATION
Bedford Hills, NY
POSTED
2 days ago

Account Manager



Location: Bedford Hills, NY (Onsite)
Employment Type: Full-Time


About the Opportunity


Our client is seeking an organized and customer-focused Account Manager to join their growing team. This role serves as the primary point of contact for commercial clients, ensuring exceptional service, accurate account management, and seamless coordination between customers and internal operations teams.


This is an excellent opportunity for someone who enjoys building relationships, multitasking in a fast-paced environment, and delivering outstanding customer service.


Responsibilities



  • Serve as the primary contact for customer inquiries, service requests, and issue resolution

  • Build and maintain strong relationships with commercial clients

  • Manage customer records, contracts, service schedules, and account documentation

  • Enter and update work orders, invoices, service reports, and account information in company systems

  • Coordinate service requests and communicate scheduling updates to customers and field personnel

  • Conduct customer follow-ups to ensure satisfaction and service expectations are met

  • Track account activity and maintain accurate, up-to-date records

  • Partner with operations and field teams to ensure services are delivered efficiently

  • Assist with work order completion, proposals, and customer retention initiatives

  • Support billing and collections by communicating with customers regarding invoices and account status

  • Identify opportunities to expand services within existing client accounts


Qualifications



  • 1+ years of experience in account management, customer service, administrative support, or a related role

  • Strong customer service and relationship-building skills

  • Excellent verbal and written communication abilities

  • Strong attention to detail and data entry accuracy

  • Proficiency with Microsoft Office, including Excel, Word, and Outlook

  • Experience with QuickBooks, CRM systems, or service management software is preferred

  • Ability to prioritize multiple tasks and work effectively in a fast-paced environment

  • Bilingual English/Spanish is a plus

About the Company

C

CFS

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Financial Services
FOUNDED
1994
WEBSITE
http://www.cfstaffing.com/