Account Management Assistant (Builder Sales)

Account Management Assistant

We are seeking a proactive and detail-oriented Account Management Assistant to join our team. As an Account Management Assistant, you will provide essential support to our account management team in maintaining client relationships, managing accounts, and ensuring client satisfaction. This position will support sales associates for our Builder Sales division and is a hybrid work schedule between our Wauwatosa, WI store and our Milwaukee, WI sales office.

Responsibilities

• Serve as a primary point of contact for client inquiries, requests, and concerns.
• Communicate with clients via phone, email, and in-person meetings to address account-related matters and provide assistance as needed.
• Assist in maintaining accurate client records, including contact information, account details, and communication history.
• Monitor account activity and follow up on outstanding issues or requests to ensure timely resolution.
• Process client orders, including entering orders into the system, verifying pricing and availability, and coordinating order fulfillment with internal teams.
• Prepare and distribute account-related documents such as contracts, proposals, and reports.
• Assist in compiling data and generating reports on account performance, sales activity, and client satisfaction metrics.
• Provide general administrative support to the account management team, including scheduling meetings, organizing files, and preparing presentation materials.
• Assist in managing calendars, coordinating travel arrangements, and handling expense reports for account managers.
• Build and maintain positive relationships with clients by demonstrating professionalism, responsiveness, and attention to their needs.
• Proactively identify opportunities to upsell or cross-sell products or services to existing clients based on their needs and preferences.

Qualifications

• Minimum of an Associate's degree is required; Bachelor's degree in business, marketing, communications, or a related field preferred.
• Prior experience in account management, customer service, or sales support roles is a plus.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to multitask and prioritize tasks effectively in a fast-paced environment.
• Experience with CRM software (NetSuite, Salesforce, HubSpot) is desirable.

Competitive Wages, Benefits, and Growth Opportunities

We understand that our employees are the backbone of our success, and we are committed to providing them with competitive wages and comprehensive benefits packages, such as medical, dental, vision, and other health insurance options as well as retirement savings options. We believe in investing in our team members, nurturing their talents, and offering opportunities for personal and professional growth within our company. When you join Grand Appliance and TV, you become part of a supportive and collaborative work environment that values your contributions and empowers you to reach your full potential.

Our Mission: Serving Customers for a Lifetime

At Grand Appliance and TV, our mission is clear and unwavering; we are dedicated to serving our customers for a lifetime. This commitment extends beyond providing exceptional appliances; it's about building lasting relationships based on trust, integrity, and outstanding service. We believe that our customers deserve nothing less than the best, and we strive to exceed their expectations at every turn.

Equal Opportunity Employer

Grand Appliance and TV is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.