Account Manager

The Account Manager’s primary responsibility is to manage Clients and their business with our client. As a part of this management, they are responsible for providing a business point of contact for the client. They report to the Sales Manager. Account Managers will ensure company policy and procedures are followed and maintained.

Responsibilities:

Client Retention and Client Satisfaction

The trusted advisor to the client about all business IT needs and the client advocate

Manages our relationship with assigned clients and to that end, prepares for QBRs, lead QBRs, and ensures all action items generated from QBRs are logged in the PSA, assigned, and followed up on

Works with the Service Manager in the assignment of technical follow up items

Considers each client, make recommendations, document recommendations in QBR platform, and present these for budget approval

Be alert to areas of opportunity for each client

Works effectively with the Project Coordinator and makes themselves available when needed

Preparation of proposals and acceptance of orders from clients

Procurement of product and software

Maintain proper margin on products ordered

Ensure orders are completed in a timely and accurate manner 100% of the time

Create/review monthly billing reports to ensure clients are being billed correctly

Knowledge, Skills, and Abilities:

Sales background preferred

Drive to keep up on current and future technologies on a broad level

Preferred business experience and acumen

Ability to quickly learn new technologies

Enjoys helping people to the extent that no problem is considered mundane, no matter how simple the solution

Enjoys sharing information, supporting others, and working on a team to achieve team goals

Skill in preparing written communications and materials