Account Manager

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 manages accounts and project teams in support of all project and daily work activities, from scope development through task or project completion. With a highly consultative approach, they deliver tailored solutions and full client satisfaction throughout the entire project lifecycle, and build strong, sustainable customer relationships. They are responsible for meeting agreed upon 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. Maintain comprehensive understanding of client needs, goals, business practices and satisfaction/performance criteria. Act as single point of contact for coordination and execution of Insidesource activities (ie. Pre- and post-sale). Responsible for overall performance of Insidesource account / project teams (sales support, design, project management and field service teams). Accountable for end-to-end client experience and satisfaction. Provide timely response to customer requests for products, services, and information. Ensure generation of weekly status reports. Responsible for relevant third-party influencers - contractors, A&D and PM firms, etc. - in relation to client account/projects. Sales, Project, and Work Order Management Enter and maintain sales forecast in CRM. Partner with New Business Development/Account Executives to respond to requests for information, pricing and/or services; lead RFP response as needed. With support from Insidesource teams, produce plans, develop specifications, generate detailed and accurate quotes, and present to customer in timely manner. Develop and execute service contracts and service level agreements. Deliver responsible close of sale requirements by obtaining signed proposals, terms and conditions, customer purchase orders, and deposits. Ensure obstacles and/or changes in scope are identified, documented, and resolved, and ensure client and Insidesource satisfaction throughout project lifecycle. Oversee and direct Insidesource implementation of all client projects, work orders, and service requests. Review and/or establish work plans, schedules, and logistics. Oversee work of all team members, including designers, project managers, account coordinators, delivery, and installation crews. Perform project management responsibilities as required, including site visits during installations. Provide (and prepare, if required) project and work order status reports. Attend project and…