Account Manager II
Setpoint Integrated Solutions, Inc.
Summary
The Account Manager II plays a strategic role in managing mid- to high-level client accounts, ensuring consistent delivery of value and satisfaction. In addition to maintaining relationships, this role involves analyzing client needs, coordinating cross-functional teams, and developing tailored solutions that drive retention and growth. The Account Manager II is expected to proactively identify business opportunities, lead client meetings, and contribute to the development of account strategies.
Responsibilities
Responsible for the direct day to day selling of company product and service offerings as directed, specifically using Application Selling methods to drive new business
Build, maintain, and retain relationships with key buying influences and key management contacts at site by building effective long-term relationships and customer loyalty
Develops and maintain a thorough knowledge of the Company’s available services, lines of business, pricing structures, and offers additional services as appropriate to assigned existing customers
Participate in OEM training classes to understand technical differentiators of our OEM product offerings
Complete customer survey reports for all meaningful customer touchpoints. (Meaningful defined as a touchpoint with a primary customer requiring action items or follow up requirements)
Regularly meets with Sales Director and Operational stakeholders to review customer retention and relationship activities, progress versus goals, and status of key customer relationships
Using the available data - develop, maintain, and implement an account strategy and plan with sales management
Schedules and completes proactive customer calls and visits capturing key information, working with OEM partners on a regular basis.
Proactively identify and notify appropriate Company stakeholders of customers’ upcoming capital projects future expenditures, or other potential opportunities
Partners with the operations team, when needed, to address customer services issues
Builds relationships and increases Company visibility through participation in Company-sponsored activities, trade shows, chamber of commerce events and other similar activities
Create and maintain customer trust in the company as a quality, value-added, solutions provider
Demonstrated ability to meet Level II capabilities
Demonstrate product knowledge at a level sufficient to independently make customer presentations that will drive business opportunities
Proactively utilize and develop relationships with OEM representatives to grow sales and demonstrate the company’s commitment to their brands
Develop, maintain, and execute an account and product and services growth strategy
Achieve new wallet share growth at key accounts, adding company services and/or product offerings to the spend
Competent in PowerBI, Dynamics, and other commercial tools required for pipeline growth, decision making and performance management.
Develop an Account Management strategy that includes routine visits and meetings that allows flexibility for new opportunities.
Minimal supervision required
Positional Requirements & Qualifications
Education & Experience
Proficient with computer software tools including but not limited to: emails, appointment setting, spreadsheets, and tableau dashboards
Years of industry-specific, customer-facing sales experience: minimum of 4 years
Manage Book of Business +$3m
Bachelor’s Degree in Engineering, Business, Marketing, Sales, or related field or equivalent experience preferred
TWIC Card preferred or must be able to obtain
Skills & Abilities
Focus on safety and Team player
Strong desire to succeed and promote new business
Highly organized and Effective time-management
Strong interpersonal, communication, technical, and presentation skills
Ability to build strong customer relationships quickly
Clear background check within company and customer requirements
Must be able to pass drug & alcohol screening
Essential Physical Functions
Lifting up to 25 pounds
Bending, stooping, ability to stand for extended periods of time
Must be able to travel and have a clear driving record in accordance to company driving guidelines
This job description is intended to describe the general nature and level of the work being performed. This is not an exhaustive list of all duties and responsibilities. The company reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
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