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Account Manager

4 months ago

San Francisco Bay Area, United States Insidesource Full time

**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**
Manage accounts and project teams in support of all project and daily work activities from scope development through task/project completion. With a highly consultative approach, deliver full client satisfaction throughout the entire order life cycle and build strong, sustainable customer relationships.

**Essential Duties and Responsibilities**:
CUSTOMER / 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, AND 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
- Travel may be required
- Required participation in company, department and team meetings
- Attend industry events regularly

**Skills, Knowledge, Experience Required**:

- Outstanding project management/organizational skills - ability to manage multiple projects with mínimal 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: $95k - 115k

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