Account Manager

Job Summary: The Account Manager is responsible for managing and developing multiple client accounts and ensuring client satisfaction while growing the business. Manages client relationships after a sale has been made with ongoing support or assistance, ensuring the clients are happy with their service and/or purchase and resolving any issues that may arise in the future.

Job Duties and Responsibilities:

• Follow up on leads and winning new clients.
• Develop and implement strategic plans to manage and grow accounts.
• Retain clients and build strong, trusting relationships.
• Understand client needs and identify new business opportunities within your portfolio.
• Speak or meet with clients regularly to discuss their needs and progress towards objectives.
• Provide superior customer service and ensure client satisfaction.
• Communicate and coordinate efforts with internal teams to deliver solutions.
• Identify opportunities for improvement and propose new tools and processes.
• Support stakeholders to improve their performance and reach targets set forth.
• Develop and maintain excellent knowledge and understanding of our business, offerings, competitors, and industry.
• Execute timely follow-up and lead management.
• Create, manage, and maintain a consistent flow of transactions.
• Meet and exceed sales origination activity standards.
• Negotiate agreements and keep records of sales and data using different software.
• Understand all steps needed to ensure the production of transactions are moving forward.
• Manage the sales side by guiding the client through the approval and funding of the transaction.
• Bring a positive and competitive attitude to work.
• Put together proposals as well as estimates.

Job Knowledge, Skills, and Abilities:

• Experience managing large account portfolios.
• Strong leadership skills with assigning tasks, providing feedback, and evaluating team members.
• Effective customer service and project management skills.
• Excellent communication, interpersonal, and negotiation skills.
• Highly organized and solution oriented.
• Detail-oriented and the ability to effectively multi-task, work independently and as a team while prioritizing tasks.
• Self-starter and able to work efficiently under pressure.
• Maintain oversight of all project activities, identify any issues, and ensure these are resolved promptly.
• Strong problem-solving skills and work ethics.
• High degree of attention to detail and accuracy.

Education and Experience:

• A Bachelor’s or Associates’ degree in business management or a related field, or an equivalent combination of education, training, and experience.
• Experience managing large account portfolios would be a plus.
• Proficiency in Microsoft Office (w/advanced Excel skills).
• Perform administrative tasks as needed.

Physical Requirements:
Typical standard office environment conditions; sitting, standing, walking, and minimal lifting. The employee may occasionally have to lift and/or move up to 25 pounds. Attend outings that may require functions outside of normal working hours.

The duties and responsibilities described above are not a comprehensive list and additional tasks may be assigned as the scope of the position may change as necessitated by business demands.