What are the responsibilities and job description for the Account Management Coordinator position at ONE2ONE Inc.?
The Account Management Coordinator is accountable for the following ONE 2 ONE business functions:
Client Warranty and Renewal Management
Client Agreement Addendum Management
Processing Inside Sales Leads (SLIFs)
Quote Process Management
Account Management Support
Account Management Coordinator Expectations:
Emulate and promote the ONE 2 ONE culture by adhering to vision, mission, and core values.
Provide exemplary customer service to all existing and prospective clients
Provide a 5-Star experience to all existing and prospective customers
Participate openly and directly in structured meeting cadences
Own and complete weekly To Dos with a high level of accountability
Follow all company processes, expectations, policies, and procedures
Proper use of the company CRM system, quoting software, and any other programs, as directed
Work unsupervised, stay productive, be a self-starter, proactive, forward thinking and profit-minded team member
Developing long-term relationships with existing customers, to understand their motivations and pain points, and get them excited about working with ONE 2 ONE.
Review and assess incoming Sales Lead Information Forms (SLIFs)
Review, assess, and prepare quotes for existing warranty and renewals for existing customers
Review, assess and prepare addendum quotes for client agreements
Maintain generalized product and service knowledge for all ONE 2 ONE product and service standards
Provide administrative and quote preparation support to Account Management team for inside sales opportunities and campaigns
Complete research on pricing, specifications and requirements from approved vendors and distributors for client proposals, as requested.
Prepare and deliver quotes for client hardware, software, and agreement proposals for Account Management team, as requested
Prepare information and schedule internal and external resources for Sales Engineering requests
Ownership and management of assigned dispatch and department boards and tickets within the company’s CRM
Generate and analyze client reports, including agreement reports, audit reports, Vigilance (technical) reporting, warranty/renewal reports and others, as directed
Generate and update departmental data, reporting and procedures, as directed by management
Internal point of contact for agreement validation and enforcement
Cross train on processing and assessing sales intakes
Coordination and scheduling support for client review meetings for Account Management team
Provide administrative support to Account Management for post-client meeting follow ups and tasks
Attend client meetings to review, support, and provide sales or company presentations
Follow up with clients via phone and email to close Inside Sales deals to achieve the company goals.
Meet or exceed all assigned key performance metrics as defined by management
Participate on committee assignments and initiatives, as directed by management
Requirements
Two- or Four-Year Business or Technical Degree or equivalent experience
Technology experience preferred
Two Years Customer Service or Sales Experience Preferred
Strong written and verbal communication skills
Strong client service focus
Ability to work well under pressure
Excellent organizational and time management skills
Competency with Microsoft Office Suite
Ability to be process-oriented
Client Warranty and Renewal Management
Client Agreement Addendum Management
Processing Inside Sales Leads (SLIFs)
Quote Process Management
Account Management Support
Account Management Coordinator Expectations:
Emulate and promote the ONE 2 ONE culture by adhering to vision, mission, and core values.
Provide exemplary customer service to all existing and prospective clients
Provide a 5-Star experience to all existing and prospective customers
Participate openly and directly in structured meeting cadences
Own and complete weekly To Dos with a high level of accountability
Follow all company processes, expectations, policies, and procedures
Proper use of the company CRM system, quoting software, and any other programs, as directed
Work unsupervised, stay productive, be a self-starter, proactive, forward thinking and profit-minded team member
Developing long-term relationships with existing customers, to understand their motivations and pain points, and get them excited about working with ONE 2 ONE.
Review and assess incoming Sales Lead Information Forms (SLIFs)
Review, assess, and prepare quotes for existing warranty and renewals for existing customers
Review, assess and prepare addendum quotes for client agreements
Maintain generalized product and service knowledge for all ONE 2 ONE product and service standards
Provide administrative and quote preparation support to Account Management team for inside sales opportunities and campaigns
Complete research on pricing, specifications and requirements from approved vendors and distributors for client proposals, as requested.
Prepare and deliver quotes for client hardware, software, and agreement proposals for Account Management team, as requested
Prepare information and schedule internal and external resources for Sales Engineering requests
Ownership and management of assigned dispatch and department boards and tickets within the company’s CRM
Generate and analyze client reports, including agreement reports, audit reports, Vigilance (technical) reporting, warranty/renewal reports and others, as directed
Generate and update departmental data, reporting and procedures, as directed by management
Internal point of contact for agreement validation and enforcement
Cross train on processing and assessing sales intakes
Coordination and scheduling support for client review meetings for Account Management team
Provide administrative support to Account Management for post-client meeting follow ups and tasks
Attend client meetings to review, support, and provide sales or company presentations
Follow up with clients via phone and email to close Inside Sales deals to achieve the company goals.
Meet or exceed all assigned key performance metrics as defined by management
Participate on committee assignments and initiatives, as directed by management
Requirements
Two- or Four-Year Business or Technical Degree or equivalent experience
Technology experience preferred
Two Years Customer Service or Sales Experience Preferred
Strong written and verbal communication skills
Strong client service focus
Ability to work well under pressure
Excellent organizational and time management skills
Competency with Microsoft Office Suite
Ability to be process-oriented
Management Trainee
Stoic Management Group -
Lancaster, PA
Management Trainee
SMG Inc -
Lancaster, PA
Management Trainee
SMG Inc -
Springs, PA
