Circular Action Alliance · 6 hours ago
Account Specialist, Producer Engagement
United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Design and manage notifications to remind producers of reporting deadlines, fee payments, and other compliance obligations.
Develop webinar schedules, agendas, and post-session resources to provide clear, actionable guidance for compliance.
Leverage tools like Salesforce to automate and personalize notifications, ensuring timely delivery of critical information.
Collaborate with internal teams to create and distribute producer resources, such as guides, FAQs, and webinars tailored to specific compliance stages.
Ensure all notifications and resources align with organizational standards and regulatory requirements.
Conduct consultations with producers to resolve specific compliance challenges, ensuring actionable outcomes.
Develop and execute customized engagement plans for producers to guide them through key compliance milestones.
Provide regular updates to producers on upcoming deadlines, changes to requirements, and available resources to support compliance.
Maintain accurate records of producer interactions in the CRM system, ensuring a comprehensive view of engagement history.
Provide producers with guidance to address compliance challenges, such as data preparation or reporting accuracy.
Help producers navigate CAA’s systems and tools, offering step-by-step assistance to resolve issues and ensure smooth participation.
Escalate complex inquiries to senior team members or technical experts when additional support is needed.
Monitor producer activity and compliance progress using CRM tools, identifying potential gaps or risks.
Generate reports on producer engagement metrics, compliance trends, and notification effectiveness to inform internal planning.
Use data insights to recommend enhancements to engagement strategies or resource offerings.
Gather and document producer feedback on notifications, resources, and overall engagement to refine strategies.
Contribute to the development of standardized processes for producer engagement and compliance support.
Identify opportunities to improve automation, segmentation, and targeting within engagement workflows.
Qualification
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Required
2-4 years in client engagement, account management, communications, or a related field.
Strong ability to manage multiple projects simultaneously, ensuring timely execution of engagement plans and notifications.
Strong written and verbal skills, with an emphasis on clear, concise, and solution-oriented messaging.
Preferred
Experience in environmental compliance, producer responsibility, or a nonprofit environment is a plus.
Proficiency with CRM tools (e.g., Salesforce) is a plus.
Bachelor’s degree in business, environmental studies, communications, or a related field preferred but not required.
Benefits
Medical, dental, and vision benefits
Life insurance
Retirement
Paid time off
Company
Circular Action Alliance
Circular Action Alliance (CAA) is a U.S.
Founded in 2022Washington, District of Columbia, US
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
