Business Account Manager
FilterBuy INC
Business Account Manager
Filterbuy, a leader in the air quality and manufacturing world, is seeking a Business Account Manager (BAM) to develop, maintain, and expand business account relationships while providing exceptional customer service and support. The BAM serves as the primary point of contact for assigned grandfathered and house accounts, understands customer needs, provides solutions, identifies growth opportunities, and drives revenue.
This is a sales and commission-eligible position requiring a proactive, relationship-focused, consultative approach. The successful candidate will balance customer service and account management with ownership of the sales process and established sales, revenue, and account-growth objectives.
Responsibilities include, but are not limited to:
Business Development and Consultative Sales
- Develop, maintain, and expand strong relationships with assigned grandfathered and house accounts. Take ownership of customer relationships, account growth, and the sales process.
- Conduct proactive customer outreach by phone and email to understand each customer's business, purchasing patterns, challenges, and goals. Use active listening, discovery questions, and consultative selling to recommend products and solutions.
- Identify and pursue upselling, cross-selling, increased order frequency or volume, new product or category adoption, expansion to additional locations or departments, and re-engagement of inactive or declining accounts.
- Follow up on quotes, leads, open opportunities, and customer requests to drive sales conversion. Develop account-growth strategies and actively pursue established sales objectives.
Customer Communication and Support
- Monitor Slack, email, and phone for customer outreach and respond promptly, professionally, and with practical solutions. Maintain ownership of customer issues through resolution and build trust through knowledgeable, responsive service.
- Maintain strong knowledge of products, systems, processes, and procedures to provide accurate and consistent information. Generate quotes, place orders, and review and process purchase orders.
- Process cancellations, returns, replacements, refunds, and special shipping instructions. Provide troubleshooting and problem resolution, and recommend additional products or solutions when appropriate.
Daily and Weekly Responsibilities
- Update the wholesale production queue daily as assigned. Monitor plant channels for tracking and order information as needed.
- Maintain accurate, timely CRM records for open and closed deals, opportunities, account activity, and customer information. Keep pipeline information current to support sales forecasting and reporting.
- Attend periodic one-on-one meetings, BAM departmental meetings, weekly sales meetings, and other required meetings.
Sales Performance and Commission
- Contribute directly to Business Team revenue growth. Performance may be evaluated using revenue and account growth, sales activity, opportunity development and conversion, quote conversion, customer retention, pipeline development, new sales opportunities, and other established indicators.
Required skills and qualifications:
Product and Systems Knowledge
- Working knowledge of air filters and HVAC systems.
- Comprehensive knowledge of CRM systems and purchasing portals, and thorough knowledge of Gmail and email systems.
- General knowledge of JustCall, ZoomInfo, Google Suite, Microsoft 365, and Adobe Acrobat; ability to learn and effectively use company systems, tools, processes, and procedures.
Sales and Business Development
- Consultative selling, customer discovery, account development, and relationship-management skills, including upselling and cross-selling.
- Ability to manage leads, opportunities, and pipelines; follow up on quotes and proposals; negotiate effectively; and identify and capitalize on revenue-growth opportunities.
- Ability to develop and execute account-growth strategies, communicate product value and business solutions, and meet or exceed established sales goals. A forward-thinking, strategic approach to account management.
Professional and Interpersonal Skills
- Excellent interpersonal, verbal, and written communication skills, strong active listening and rapport-building skills, and a professional, courteous, and empathetic demeanor.
- Strong problem-solving and troubleshooting abilities; ability to negotiate and handle challenging customer situations professionally.
- Strong organizational and time-management skills, attention to detail and accuracy, and the ability to multitask and prioritize competing demands.
- Self-motivation, accountability, flexibility, and resilience when managing interruptions and changing priorities.
- Ability to work independently while collaborating effectively with internal teams; demonstrated integrity, honesty, and professionalism.
Core Expectations
- A proactive, organized, responsive, solutions-oriented, and results-driven approach that balances exceptional customer service with business development.
This job description is not all-encompassing; however, it is intended to be a general description of the responsibilities of this position.
Company Overview
We are a leading ecommerce company with a mission to deliver high-quality products and exceptional customer experiences. As we continue to grow, we are looking for a Business Account Manager who can build lasting customer relationships while directly contributing to business growth and revenue generation.
Filterbuy provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics or any other legally protected category.
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