Robert Wheatley
Senior Account Manager @Stored Value Solutions (SVS)
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WORK HISTORY
Senior Account Manager @Stored Value Solutions (SVS)
Development and execution of a client service delivery strategy for assigned clients around needs, contract specifications and cost components• Promotes up-sell and cross-sell opportunities; acts as lead generator for Account Executive• Responsible for understanding and managing contract expiration dates and presenting SVS solutions in advance to retain relationships• Monitors and manages the terms and conditions of a client contract• Conducts regularly scheduled calls, presentations and/or on-site client visits to review business performance including training and education• Proactively communicates service status and acts as an escalation point for service issues• Coordinates card production, implementation and reporting activities• Documents client interactions, issues and actions per departmental guidelines• Ensures a collaborative and partnered relationship with all internal and external stakeholders• Initiates and sustains extensive communication, coordination and business acumen across SVS business channels to partner with appropriate departments in the leadership of strategic account initiatives or resolution of client issues• Maintain up-to-date knowledge of SVS’ current product offerings, processes and strong awareness of industry developments/trends• Responsible for positively and assertively influencing other SVS groups to rally support for client issues• Performs other duties and special projects as assigned• Required to work outside of normal business hours
EDUCATION
Bellarmine University
Bachelor of Arts, Business Administration
SKILLS
ABOUT ROBERT WHEATLEY
23 years account management experience. 11 years of experience in the stored value…
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