Account Management Team Lead

Wild Marketing Group•Waukesha, WI

6d•Onsite

About The Position

The Account Management Team Lead supports and guides the Account Management function across the organization, providing day-to-day leadership, training, and quality oversight for the team. This is a working lead role. The Account Management Team Lead carries their own book of accounts while leading the group, so the position requires strong attention to detail, proficiency with data entry, and the ability to balance individual account work with team oversight. The Account Management Team Lead handles correspondence with clients and vendors to keep their own projects on track, while ensuring the broader team’s work meets the same standard.

Requirements

5+ years of experience as an Account Manager in this role or a similar function, with demonstrated command of order entry, NetSuite, and vendor/client correspondence
Prior experience training, mentoring, or informally leading coworkers; direct supervisory experience preferred
Sound judgment for prioritizing team workload and escalating the right issues at the right time
Comfortable giving constructive feedback and holding team members accountable to deadlines and quality standards
Understanding of general accounting principles
Strong work ethic, high energy and motivated to support the customer
Excellent communication and analytical skills

Nice To Haves

Promotional industry experience preferred

Responsibilities

Directly supervise the Account Management team: assign accounts and workload, set priorities, and monitor capacity across the group
Train, onboard, and mentor new and existing Account Managers on order entry, vendor correspondence, and NetSuite processes
Review team members' orders, correspondence, and NetSuite entries for accuracy and quality before issues reach the client
Conduct regular check-ins and performance conversations with direct reports, and provide input to the Sr. VP of Sales on performance reviews
Help develop, document, and refine account management processes and best practices for the team
Communicate department priorities, policy changes, and process updates from the Sr. VP of Sales to the account management team
Track team-wide order and account metrics, identifying trends and coaching opportunities across the group
Entering Purchase Orders into order entry system: branded merchandise and fulfillment
Interpret invoices and order acknowledgments from vendors
A daily review of the order tracker to ensure all PO's are within the scheduled timeframes. If required, emails and/or phone calls to the appropriate parties getting the order back on track
High-volume correspondence with vendors and customers on product proof approvals
Updates to all defined internal and external parties regarding order status on a weekly basis
The ability to manage multiple projects/customer accounts at one time and remain organized is essential
Track orders internally and for client, provide clear communication of status
Complete the order in NetSuite as shipped with supporting documentation
Work directly with suppliers regarding billing discrepancies. Update NetSuite accordingly ensuring reconciliation and accuracy for WMG accounting team
Manage expectations with the client regarding discrepancies for resolution