Now Hiring - InsideSource - Account Manager in San Jose, CA

Full description of the position

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.