Account Specialist II

Join our Wheels team and be part of a dynamic, exciting and engaging business!

Together Let’s Go Far

Essential Functions

• Analyze reporting to clients based on client’s requirements which will lead to policy adherence for Outsourced clients.
• Oversee communication to drivers to drive cost containment using an effective model for Outsourced clients.
• Support Client Success with Business Reviews to clients, including service goals, costs, cost reduction opportunities, daily maintenance, including client requirements opportunities, and overall relationship management.
• Ensure data integrity for all billing and reports provided to clients.
• Support the Onboarding Team for all clients assigned to personal portfolio.
• Be proficient in, and use extensively all LP systems including ePlan, SalesForce and The Client Management Tool.
• Analyze reporting to clients based on client’s requirements which will lead to policy adherence.
• Oversee communication to drivers to drive cost containment using an effective model based on client needs.
• Support Client Success with Business Reviews to clients, including service goals, costs, cost reduction achieved, daily maintenance, including overall relationship management.
• Create or review/enhance and recommend fleet policy changes and enhancements to improve administrative time and cost savings to represented clients.
• Manage maintenance and accident repair approval over client parameters, including decisions on repairs and rental vehicle approval for applicable Outsourced clients.
• Manage client inventory including driver assignments, moves and storage making decisions on behalf of client to provide best utilization of fleet vehicles at the lowest cost to client for Outsourced clients.
• Other duties assigned to ensure overall departmental efficiency.

Other Duties

• Ensure that departmental processes are designed and implemented in a way to mitigate operational risks / losses.
• Be actively involved in all team and department meetings and when applicable take a leadership role.
• Other duties and responsibilities as assigned.
• Demonstrate aptitude to relate fleet performance to future outcomes and can communicate your findings of the analysis of fleet performance to your client.

Competencies

• Develop professional partnerships and useful internal relationships through effective communication.
• Responds and acts confidently, assertively, and decisively while taking responsibility and accountability for position requirements.
• Works independently; effectively manages time while juggling competing priorities.
• Demonstrates resourcefulness and solves problems.
• Works effectively with internal systems. Must be able to work in a fast-paced environment while exhibiting the flexibility to adapt to the department’s needs.
• Develop professional partnerships and useful internal relationships through effective communication.
• Responds and acts confidently, assertively, and decisively while taking responsibility and accountability for position requirements and job functions.
• Works independently; effectively manages time while juggling competing priorities. Project management aptitude and ability to keep projects on task and on time.
• Industry knowledge that lends itself to making decisions on behalf of client and making recommendations to reduce costs and run an effective fleet.
• Works effectively with internal systems. Must be able to work in a fast-paced environment while exhibiting the flexibility to adapt to the department’s needs.

Job Specifications

Leadership Responsibility:  This position’s leadership responsibilities involve developing others, building and maintain relationships, managing effective teams and work groups, and valuing diversity and difference.

Work Environment:  This position can be based in Alpharetta, GA, Rolling Meadows, IL, or virtual and operates in a professional office/home office environment.

Position Type/Standard Schedule:  This is a Full-time position and hours of work are Monday through Friday; 8:00 a.m. to 5 p.m.

Travel:  No travel is expected for this position.

Education & Experience

• College degree preferred or equivalent work experience.
• Minimum of 4 years Customer Service or Sales experience.
• Strong analytical skills, proficient in verbal and written communication.
• Microsoft Office Suite (Word and Excel required, PowerPoint preferred).
• Proficient at Excel with the ability to run pivot tables and analyze data in addition to utilizing MS Project and Excel to manage client action items, milestones, and analysis of costs.
• Proficient in verbal and written communication.
• Self-motivated, ability to plan and execute to obtain desired results.

LeasePlan is now  Wheels! We’re a leading fleet and mobility company that manages large corporate fleets, small to midsize fleets, trucks, heavy-duty, and material handling equipment. We’re proud to manage over 800,000 vehicles in the U.S. Wheels is a leader in fleet electrification, telematics, and last mile delivery.

Together Let’s Go Far
At Wheels, we believe that—together, as one team—we can achieve amazing things for our clients, for our team, and for our business. We have brought together an incredibly talented, diverse team of dynamic and innovative professionals who share a single-minded passion for leading customer service and client success. 

We value people who are courageous, determined, innovative and committed to doing the right thing. When you join our team, you’ll work alongside teammates who are passionate, friendly and smart. We foster a welcoming and inclusive environment for all, and we’re committed to helping one another continuously learn and grow.