Account Manager

Insidesource DEI Statement


By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to "unleash human and business potential." We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.

Job Summary

The Account Manager oversees accounts and project teams, guiding projects from scope development to completion. With a consultative approach, they ensure client satisfaction throughout the order lifecycle while building strong, long-term customer relationships. They are also responsible for achieving revenue and margin goals.


Essential Duties and Responsibilities:

Client/Account Servicing

• Develop and nurture client relationships in support of building trust, aligning business requirements, and increasing revenue opportunities and profitability
• Maintain comprehensive understanding of client needs, goals, business practices and satisfaction/performance criteria
• Act as single point of contact for coordination and execution of IS activities (ie. Pre and post-sale)
• Responsible for overall performance of IS account / project teams (sales support, design, project management and field service teams)
• Accountable for end-to-end client experience and satisfaction
• Provide timely response to customer requests for products, services and information
• Ensure generation of weekly status reports
• Responsible for relevant 3rd party influencers - contractors, A&D and PM firms, etc. in relation to client account/projects

Sales, Project & Work Order Management

• Enter and maintain sales forecast in CRM
• With support from IS teams, produce plans, develop specifications, generate detailed and accurate quotes and present to customer in timely manner
• Develop and execute service contracts and service level agreements
• Deliver responsible close of sale requirements by obtaining signed proposals, terms and conditions, customer purchase orders and deposits
• Ensure obstacles and/or changes in scope are identified, documented and resolved and ensure client and IS satisfaction throughout project life cycle
• Oversee and direct IS implementation of all client projects, work orders, and service requests
• Review and/or establish work plans, schedules and logistics
• Oversee work of all team members, including designers, project managers, account coordinators, delivery and installation crews
• Perform project management responsibilities as required, to include site visits during installations
• Provide (and prepare, if required) project and work order status reports
• Attend project and construction meetings as required
• Provide exceptional leadership and communication to customer and internal teams
• Partner with New Business Development/Account Executives to respond to requests for information, pricing and/or services

Organizational Standards

• Manage positive and productive interactions of internal and external teams, including collaboration with subcontractors and manufacturers
• Manage workload of internal teams to ensure activities are appropriately balanced and supported
• Manifest and exemplify IS values of Team First, Client Led, Change Makers, Experience Focused
• Provide mentorship and encourage growth and development of team members

Other Requirements

• Travel may be required
• Required participation in company, department and team meetings
• Attend industry events regularly

Supervisory Responsibilities

None

Skills, Knowledge, Experience Required

• Outstanding project management/organizational skills - ability to manage multiple projects with minimal direction; ability to collaborate under tight deadlines in a team environment
• Proficiency in Microsoft Office (Excel, Teams, Word, Outlook, Power Point), Adobe Systems (Photoshop, InDesign) Core, hubspot and Miro
• Eye for design and layout of marketing materials
• Solid skills in copy-editing, grammar, spelling and punctuation
• Excellent and effective at oral and written communication
• Strong organizational, analytical and administrative skills
• Ability to see the big picture and integrate into day-to-day tasks and activities
• Understanding of the complexities required to thrive in the dealer and/or AEC environment
• Excellent time management skills
• Fluid interpersonal and collaborative skills to interact effectively with a wide range of personnel and departments
• Must be a self-starter, critical thinker, collaborative and creative
• Ability to lead and inspire cross functional players
• Contract furniture industry experience strongly preferred including:
• Understanding of and/or working on RFPs
• Product knowledge
• Product specification

Pay Range : $80,000 - $100,000, plus sales commission plan.
The specific compensation offered to a candidate may be dependent on several factors including, but not limited to, experience, education, and specific licensing or qualifications.