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
The Account Manager oversees accounts and project teams, guiding projects from scope development to completion. With a consultative approach, they ensure client satisfaction throughout the order lifecycle while building strong, long-term customer relationships. They are also responsible for achieving revenue and margin goals.
Essential Duties and Responsibilities:
Client/Account Servicing
- Develop and nurture client relationships in support of building trust, aligning business requirements, and increasing revenue opportunities and profitability
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Maintain comprehensive understanding of client needs, goals, business practices and satisfaction/performance criteria
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Act as single point of contact for coordination and execution of IS activities (ie. Pre and post-sale)
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Responsible for overall performance of IS account / project teams (sales support, design, project management and field service teams)
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Accountable for end-to-end client experience and satisfaction
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Provide timely response to customer requests for products, services and information
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Ensure generation of weekly status reports
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Responsible for relevant 3rd party influencers - contractors, A&D and PM firms, etc. in relation to client account/projects
Sales, Project & Work Order Management
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Enter and maintain sales forecast in CRM
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With support from IS teams, produce plans, develop specifications, generate detailed and accurate quotes and present to customer in timely manner
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Develop and execute service contracts and service level agreements
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Deliver responsible close of sale requirements by obtaining signed proposals, terms and conditions, customer purchase orders and deposits
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Ensure obstacles and/or changes in scope are identified, documented and resolved and ensure client and IS satisfaction throughout project life cycle
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Oversee and direct IS implementation of all client projects, work orders, and service requests
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Review and/or establish work plans, schedules and logistics
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Oversee work of all team members, including designers, project managers, account coordinators, delivery and installation crews
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Perform project management responsibilities as required, to include site visits during installations
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Provide (and prepare, if required) project and work order status reports
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Attend project and construction meetings as required
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Provide exceptional leadership and communication to customer and internal teams
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Partner with New Business Development/Account Executives to respond to requests for information, pricing and/or services
Organizational Standards
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Manage positive and productive interactions of internal and external teams, including collaboration with subcontractors and manufacturers
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Manage workload of internal teams to ensure activities are appropriately balanced and supported
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Manifest and exemplify IS values of Team First, Client Led, Change Makers, Experience Focused
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Provide mentorship and encourage growth and development of team members
Other Requirements
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Travel may be required
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Required participation in company, department and team meetings
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Attend industry events regularly
Supervisory Responsibilities
None
Skills, Knowledge, Experience Required
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Outstanding project management/organizational skills – ability to manage multiple projects with minimal direction; ability to collaborate under tight deadlines in a team environment
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Proficiency in Microsoft Office (Excel, Teams, Word, Outlook, Power Point), Adobe Systems (Photoshop, InDesign) Core, hubspot and Miro
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Eye for design and layout of marketing materials
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Solid skills in copy-editing, grammar, spelling and punctuation
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Excellent and effective at oral and written communication
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Strong organizational, analytical and administrative skills
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Ability to see the big picture and integrate into day-to-day tasks and activities
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Understanding of the complexities required to thrive in the dealer and/or AEC environment
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Excellent time management skills
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Fluid interpersonal and collaborative skills to interact effectively with a wide range of personnel and departments
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Must be a self-starter, critical thinker, collaborative and creative
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Ability to lead and inspire cross functional players
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Contract furniture industry experience strongly preferred including:
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Understanding of and/or working on RFPs
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Product knowledge
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Product specification
Pay Range: $80,000 - $100,000, plus sales commission plan.
The specific compensation offered to a candidate may be dependent on several factors including, but not limited to, experience, education, and specific licensing or qualifications.
