What are the responsibilities and job description for the Account Manager position at Formula Hire?
Summary
Responsible for managing assigned client accounts. Responsible for order processing and management, project management of new products and existing product changes, sales forecast management, pricing management, developing and maintaining client accounts, internal cross functional team and business partner relationships. Acts as a liaison between clients and cross-functional internal teams to ensure the timely and successful delivery of communication and solutions according to client needs. Responsible for coordinating internal functions to ensure customer needs are met and ensure client satisfaction. Drives and manages the New Product Implementation process by working with internal cross-functional groups on assigned new product launch projects. May be required to give client tours and presentations as needed, travel to client facilities and/or industry trade shows/conferences.
Essential Duties & Responsibilities
- Problem solves both internally and externally to manage client projects and formulate responses to client complaints, documentation and/or information requests.
- Responsible for managing and developing client accounts to maintain favorable client relationships and help clients succeed in their business goals.
- Responsible for working with the Business Development managers to onboard and integrate new clients and develop existing client relationships.
- Liaison between the client and internal teams. Responsible for communicating internal feedback directly to the client.
- Manages the planning and coordination of new product development by driving the new product implementation process; assumes the role of project manager coordinating a core cross-functional peer group to ensure the successful launch of new products from quote acceptance through small scale development, commercial production and shipment.
- Follows through with phone contact and necessary correspondence with existing clients or new sales to include order processing, acknowledgements and order status.
- Ensures that clients receive promised deliveries as specified through contract or order acknowledgement.
- Successfully manage multiple projects simultaneously without missing critical deadlines.
- Meets and confers with clients both on and off-site. Gives presentations and tours as needed.
- Inputs, analyzes, and manages sales forecasts and works with other departments and clients to ensure sales projections are routinely met; reports monthly on account sales performance based on analysis and as request by management.
- Drives new sales growth opportunities of existing accounts by working in conjunction with the Business Development Managers and providing supporting information and documents to educate clients on new market opportunities as well as building and maintaining strong customer relationships.
- Through self-initiated research, continuously increases and updates knowledge of industry, trends, regulations, client trends and domestic and global issues that impact the clients and/or our business.
- Knowledgeable and maintains compliance with applicable standard operating procedures.
- Participates in the development of and must remain knowledgeable as to the terms of all client contracts such as supply and quality agreements; responsible for due diligence in ensuring compliance with the terms of such contract(s).
Qualifications
- Bachelor's degree is preferred. Master’s degree is a plus. Will consider candidates with a high school diploma and 5 years of experience in sales, account management or client success management in a client-centric work environment.
- Must be able to develop and sustain positive relationships with key client contacts in this position.
- Must maintain confidentiality of company financial and other sensitive and proprietary information.
- Must be computer literate and able to demonstrate proficiency in MS Word, Excel, PowerPoint, Outlook, Project, Zoom and Microsoft Teams.
- Must possess strong organizational and time management skills; able to maintain flexibility in response to fast- paced environment with constantly changing priorities and successfully manage multiple projects simultaneously without missing critical deadlines.
Job Type: Full-time
Pay: $62,000.00 - $72,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Profit sharing
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
COVID-19 considerations:
Masks required. Temperatures taken daily. Frequently contacted surfaces sanitized regularly.
Ability to commute/relocate:
- Carlsbad, CA 92008: Reliably commute or planning to relocate before starting work (Required)
Education:
- High school or equivalent (Required)
Work Location: One location