Account Management Assistant (Builder Sales)

Grand Appliance and TV•Wauwatosa, WI

8d•Hybrid

About The Position

Grand Appliance and TV is seeking a proactive and detail-oriented Account Management Assistant to join their team. This position will provide essential support to the account management team in maintaining client relationships, managing accounts, and ensuring client satisfaction. The role will support sales associates for the Builder Sales division and operates on a hybrid work schedule between the Wauwatosa, WI store and the Milwaukee, WI sales office.

Requirements

Minimum of an Associate's degree is required.
Strong organizational skills and attention to detail.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Ability to multitask and prioritize tasks effectively in a fast-paced environment.

Nice To Haves

Bachelor's degree in business, marketing, communications, or a related field preferred.
Prior experience in account management, customer service, or sales support roles is a plus.
Experience with CRM software (NetSuite, Salesforce, HubSpot) is desirable.

Responsibilities

Serve as a primary point of contact for client inquiries, requests, and concerns.
Communicate with clients via phone, email, and in-person meetings to address account-related matters and provide assistance as needed.
Assist in maintaining accurate client records, including contact information, account details, and communication history.
Monitor account activity and follow up on outstanding issues or requests to ensure timely resolution.
Process client orders, including entering orders into the system, verifying pricing and availability, and coordinating order fulfillment with internal teams.
Prepare and distribute account-related documents such as contracts, proposals, and reports.
Assist in compiling data and generating reports on account performance, sales activity, and client satisfaction metrics.
Provide general administrative support to the account management team, including scheduling meetings, organizing files, and preparing presentation materials.
Assist in managing calendars, coordinating travel arrangements, and handling expense reports for account managers.
Build and maintain positive relationships with clients by demonstrating professionalism, responsiveness, and attention to their needs.
Proactively identify opportunities to upsell or cross-sell products or services to existing clients based on their needs and preferences.