Account Management Assistant

Grand Appliance and TV•Sturtevant, WI

About The Position

Grand Appliance is seeking a proactive and detail-oriented Account Management Assistant to join their team. This role provides essential support to the account management team in maintaining client relationships, managing accounts, and ensuring client satisfaction. The company is recognized as a Top Workplace for 2026, reflecting a commitment to a supportive culture and putting people first.

Requirements

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.
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

Experience with CRM software (e.g., 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.