Account Manager

Position Summary:

DEFINITION:

The Account Manager assists with maintaining the fundamental business relationship with a single and/or multiple major accounts.The primary responsibility of the Account Manager is to assist sales team with all aspects of supporting the account to either increase or secure additional business. The Account Manager may also represent the Red Thread at various project meetings, client meetings, and other customer meetings with the goal of enhancing Red Thread’s position as a primary vendor to the account and/or accounts.

JOB FUNCTIONS:

• Conduct sales calls with or without Sales Representative, as needed
• Create proposals with and for the Sales Rep, including ones which contain complete turnkey solutions. This includes customer quotes, typical presentations, finish documents, etc
• Meet with the customer’s end users on-site to identify project needs
• Process complete and accurate orders in Hedberg and track acknowledgements (with the Sales Coordinator, if applicable)
• Serve as primary point of contact and communication with the customer on designated projects
• Help to establish, develop and maintain the desired level of customer satisfaction for the account. Monitor and measure Red Thread’s performance for quarterly reporting if applicable
• Publish status reports for review by the sales team and customer. Participate in regular team meetings, weekly field office conference calls, virtual presentations with field office general agents, and update all parties on the status of projects and activities
• Identify and enlist resources necessary to effectively service the customer
• Coordinate the production of installation drawings, plans and presentation materials with the Design Dept. and customer to ensure functionality of product as well as accuracy of specifications
• Coordinate projects with Project Management and requests for delivery, service and installation with Operations personnel or outside contractors
• Attend and take notes for all project meetings
• Perform site visits as necessary
• Be familiar with all contract agreements between the client and Red Thread
• Utilize all order management reports to track orders
• Ensure that all punch-list items have been resolved and orders closed out for invoicing in a timely fashion
• Maintain accurate and standardized order records

QUALIFICATIONS

SKILLS & ABILITIES:

• Strong customer service, presentation and organizational skills
• The ability to problem solve and to work in a team environment
• Strong attention to detail with excellent follow-through
• Solid computer skills: Word, Excel, Hedberg

LEVEL OF EDUCATION/TRAINING/LICENSE:

• BA/BS degree

EXPERIENCE:

• 1-year of industry experience required; 2-3 year of industry experience preferred