Team Lead - Account Management

Job Description

Job Description

The Team Lead – Account Management- This position oversees the day-to-day management of operational accounts and management of strategic relationships with ODW customers. A key role will also be the mentoring and development of the staff inside the account management team.

Financial Roles

• Responsible for revenue and profit performance versus forecast of team’s accounts
• Oversee team’s revenue and profit forecasts (monthly and annually)
• Responsible for organic sales growth within team’s accounts
• Manage primarily high-level customer accounts
• Approve profit losses on transactions handled by team based on Authority Level
• Review team’s financial reports and discuss any issues or non-approved losses that are noticed
• Able to approve and send com-checks based on Authority Level

Strategic Roles

• Integrate closely with sales and analytics to understand customer expectations and commitments
• Responsible for customer onboarding process facilitation in conjunction with Operations Manager
• Ensure workloads are covered on a holistic team basis when team members are out of the office
• Approve "pushing" loads to the next day
• Monitor "committed" versus "uncommitted" loads
• Establish relationships with all team’s account contacts and higher ups in order to be the escalation and QBR point of contact
• Perform regular analysis on all accounts to proactively recognize trends, such as loss of business, inflated margins and manage KPI’s
• Work with customers to establish desired KPI
• Ensure all customers have backup personnel capable to handle based on employee and customer tiers
• Constantly seek to develop dynamic process improvements for the company
• Proficient in developing and delivering QBR and other customer presentations
• Increase personal exposure to outside training, seminars and other activities to increase overall SCM industry knowledge
• Take part in all candidate interviews for Operation’s positions
• First line of assistance on any team members’ TMS questions/issues

Management Roles

• Responsible for customer satisfaction of team’s accounts
• Communicate team and team member revenue and profit goals (monthly and annually)
• Keep team aware of company goals, new events, etc
• Creation of team’s monthly AOP in conjunction with team members’ input
• Manage hours worked for all Non-Exempt employees that report to Team Leader
• Manage vacation time of team members
• Oversee risk management items within team structure
• Manage team members’ workloads
• Clear understanding of LTS service offerings
• Clear understanding of LTS systems and their performance objectives
• Monitor team’s daily progress on A/P Rec to ensure no delays invoicing customer.
• Assist with escalating any unresolved invoice discrepancies to avoid billing delays
• Responsible for growth, maturity, encouragement and teaching of team members
• Delegation to team members to promote their professional growth and exposure
• Approachability with team members and other staff
• Composure in conflict management situations with customers and team members
• Serve as point person for any after-hours issues on Team’s accounts
• Adhere to the team building activities annual budget
• Ensure team building activities bring value to the overall team members’ growth and development

Skills and Specifications

• Driven, enthusiastic and highly motivated
• Ability to process sort and sift through large amounts of data quickly
• Strong communication skills
• Ability to work in a team environment
• Ability to prioritize, multi-task and manage time effectively
• Working knowledge of Microsoft Office
  • Advanced Excel skills required
  • Advanced Access skills preferred
• Project management
• Must be willing to learn new skills and technology
• Must be able to work unsupervised
• Must have good interpersonal skills for dealing with internal customers
• Attention to detail

Education and Experience

• Bachelor’s Degree (mandatory)
• Educational background/coursework in Statistics (highly preferred)
• 3 + Years’ Experience with logistics, customer management, onboarding, IT solutions

• Problem-solving and time management skills

Physical & Mental Requirements

While performing the duties of this job, the employee requires the ability to:

• Hear, read and comprehend, write and communicate
• Continuously sit, type and perform repetitive wrist motion
• Occasionally stand, walk, bend, squat/kneel, twist/turn or reach
• Focus (with or without corrective lenses) to see close and distant, along with depth perception capabilities

The physical demands herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OUR VALUES

Pillared on our core values, we strive for collective growth and reaching our highest potential. We are dedicated to helping our teammates experience fulfillment through their individual strengths and innovative ideas.

Respect | Give and it will be given.

We treat others as we want to be treated. We cannot control events, but we can control our response. We build respect through honesty, fairness, and integrity.

Trust | Earned over time.

We do what we say we will do. We are clear, direct, and honest. We seek to understand and be understood.

Team | Accomplish more together.

We work hard toward a common goal. We desire to make everyone successful. We achieve the best results as a team.

Opportunity | Realize your potential.

We believe all people have significance and potential. We understand work and life are integrated and we value both. We strive to make an impact in the world around us.

EQUAL OPPORTUNITY EMPLOYER

• ODW Logistics is an equal opportunity employer and prohibits discrimination and harassment of any kind. All employment decisions at ODW Logistics are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. ODW Logistics will not tolerate discrimination or harassment based on any of these characteristics.

DISCLAIMER: The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as an exhaustive list of all duties, responsibilities, success profile characteristics or qualifications required of employees assigned to this job. Management retains the discretion to add to or change the duties of the position at any time.

EXPERIENCE FULFILLMENT AT ODW LOGISTICS.

INDSA

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