Account Manager
1 month ago
ACCOUNT/PROJECT MANAGER
We have an immediate opportunity for a talented Account/Project Manager in the Norcal area. Our customer base is growing exponentially, and we are looking to add this new role to our dynamic Norcal team supporting the on-boarding of new clients, managing multiple stakeholders throughout the technology installation and implementation process, training end-users to utilize our software (SaaS) & offer continued support throughout the client’s product journey.
The Account/Project Manager will facilitate regular communications with customers to ensure they are aware of all product capabilities/features to be successful and identify opportunities for additional training. They will assist with tracking opportunities and act as a liaison that streamlines information flow between area partners (end-customers, engineers, contractors, distributor) and the Pelican ecosystem.
A person in this role thrives in a team environment supporting and working in conjunction with the area Business Development Manager and Project Engineer. We are seeking someone with an interest & aptitude for learning technical/mechanical systems, a background or education in engineering, or history of selling SaaS. The ideal candidate will have at least 2 years’ experience in Account Management/B2B Sales with superior relationship building skills, a great listener, asks good questions, confident, comfortable doing public speaking and training for small groups, organized, excellent writing skills, positive, and eager to learn and grow.
Responsibilities
Develop and maintain strong business relationships with customers and other area partners through regular phone calls and visits.
Create action plans to support all the stakeholders throughout the lifecycle of projects.
Keep detailed project notes and consistently update and track all aspects of active projects in the CRM.
Identify opportunities for growth within the current customer base.
Learn to articulate our value proposition to prospective customers through phone/email prospecting, booking external appointments and/or virtual presentations (have a positive persistent style).
In person and virtual training of customers on how to use/best practices for the Web Application once installation has been completed.
Coordinates contractor training and events.
Expedites the resolution of customer challenges.
Qualifications
SKILLED WRITER:
Develop clear and effective product messaging and customer follow-up correspondence.
Communicate effectively over the phone, in writing, and in-person within the context of a highly technical consultative sales environment.
Document and track all leads, contacts, opportunities, and activity history consistently.
TIME MANAGEMENT SKILLS:
Ability to identify critical actions and adjust priorities as necessary.
Proven follow-up and customer management skills.
Work closely with Business Development Manager aligning daily activities and practices to effectively meet assigned business objectives through a strategic approach.
TECHNICAL:
Interest in learning complex technical material.
Ability to relay complex technical information in a clear and concise manner.
REQUIREMENTS:
2 + years of proven Account Management/B2B outside sales experience
Technical aptitude
Sense of humor
Self-starter
Computer skills: Excel, MS Office, and a CRM platform
Valid driver’s license and clean driving record
Insatiable appetite to learn
100% remote with travel to meetings with the Team, clients & partners
Based in the Norcal area
Display a “passion to win” by always operating with a positive can-do attitude and being a team player
Out of the box, potential fits: Financial Planner, 401k sales, military background, or self-employed
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