Account Manager

Inside Source

San Jose, CA, US

$90k - $110k

About the job

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

  • Maintain comprehensive understanding of client needs, goals, business practices and satisfaction/performance criteria

  • Act as single point of contact for coordination and execution of IS activities (ie. Pre and post-sale)

  • Responsible for overall performance of IS 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 3rd party influencers - contractors, A&D and PM firms, etc. in relation to client account/projects Sales, Project & Work Order Management

  • Enter and maintain sales forecast in CRM

  • With support from IS 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 IS satisfaction throughout project life cycle

  • Oversee and direct IS 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, to include site visits during installations

  • Provide (and prepare, if required) project and work order status reports

  • Attend project and construction meetings as required

  • Provide exceptional leadership and communication to customer and internal teams

  • Partner with New Business Development/Account Executives to respond to requests for information, pricing and/or services Organizational Standards

  • Manage positive and productive interactions of internal and external teams, including collaboration with subcontractors and manufacturers

  • Manage workload of internal teams to ensure activities are appropriately balanced and supported

  • Manifest and exemplify IS values of Team First, Client Led, Change Makers, Experience Focused

  • Provide mentorship and encourage growth and development of team members Other Requirements

  • Travel may be required

  • Required participation in company, department and team meetings

  • Attend industry events regularly Supervisory Responsibilities

None

Skills, Knowledge, Experience Required

  • Outstanding project management/organizational skills – ability to manage multiple projects with minimal direction; ability to collaborate under tight deadlines in a team environment
  • Proficiency in Microsoft Office (Excel, Teams, Word, Outlook, Power Point), Adobe Systems (Photoshop, InDesign) Core, hubspot and Miro
  • Eye for design and layout of marketing materials
  • Solid skills in copy-editing, grammar, spelling and punctuation
  • Excellent and effective at oral and written communication
  • Strong organizational, analytical and administrative skills
  • Ability to see the big picture and integrate into day-to-day tasks and activities
  • Understanding of the complexities required to thrive in the dealer and/or AEC environment
  • Excellent time management skills
  • Fluid interpersonal and collaborative skills to interact effectively with a wide range of personnel and departments
  • Must be a self-starter, critical thinker, collaborative and creative
  • Ability to lead and inspire cross functional players
  • Contract furniture industry experience strongly preferred including:
  • Understanding of and/or working on RFPs
  • Product knowledge
  • Product specification Pay Range: $90,000 - $110,000, 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.