Account Manager

Are you looking for a dynamic role at a growing local company? Robert Half Talent Solutions is seeking an Account Manager in Milpitas, California. This position offers hands-on experience in account management, with opportunities to build meaningful relationships with clients, grow professionally, and contribute to operational excellence.

Job Type: Fully Onsite | Contract to Permanent

Schedule: Monday–Friday (7:00 AM–4:00 PM OR 6:30 AM–7:30 PM)

Compensation: $25-26/hour

As an Account Manager, you will manage client work request portals, oversee work orders, process invoices, and ensure superior customer service.

This role requires someone detail-oriented and proactive, who thrives in fast-paced environments and is capable of performing repetitive data entry tasks.

If you're a self-starter comfortable communicating in group settings and focused on continuous improvement, this could be the perfect opportunity to grow your career.

• Client Request Entry and Management:
• Manage client portals to track, update, dispatch, and close work orders
• Evaluate and review client portal systems to identify and implement data collection improvements
• Manually input data
• Work Orders & Invoicing:
• Process work orders promptly and ensure they are billed correctly
• Validate invoices for accuracy before issuance
• Monitor work order deadlines in collaboration with the Operations team to ensure client-set expectations are met
• Relationship Management:
• Build and maintain strong, effective relationships with clients
• Attend and actively participate in regular internal meetings
• Budgeting and Compliance:
• Monitor budget utilization and ensure compliance with all contract requirements.
• Process Documentation & Improvement:
• Maintain and update standard operating procedure (SOP) documents for each client account.
• Continuously identify areas for workflow improvement to enhance performance.
• Additional Responsibilities:
• Handle other duties as assigned, contributing to the team’s overall success.
• Work Environment:
• Comfortable with a fast-paced, high-interruption environment and performing repetitive tasks.
• Ability to sit for extended periods while maintaining strong focus and attention to detail.
• Skills & Traits:
• Exceptional attention to detail and organizational skills.
• Proactive, self-motivated, and capable of working independently.
• Strong communication skills, especially in group or team settings.
• Focus on continuous improvement and operational efficiency.

Ready to Take the Next Step?

• Proven experience managing client relationships and requests in a customer service role.
• Excellent communication and teamwork skills.
• Strong organizational and administrative capabilities.
• High-level confidentiality and ethical standards.
• Proven ability to work under pressure and meet strict deadlines.
• Advanced Excel and data entry skills preferred.
• Basic Word and Outlook knowledge.
• Experience with NetSuite and/or FieldPoint, Work Order Management Systems.
• Bilingual in Spanish a plus.