Account Manager Associate

AppDirect•Westlake, TX

4d•Hybrid

About The Position

As an Account Manager Associate at Broker Online Exchange (BOX), you will be an integral part of the sales team, focusing on managing brokerage partners and advisors. Your role will involve building strong relationships, assisting partners with pricing and contracting, and educating aspiring partners about the industry. You will become an expert in the deregulated energy market, developing partnerships to increase business revenue. This position is suited for an individual who excels in a fast-paced, client-facing setting and demonstrates proactive initiative.

Requirements

Bachelor’s degree in Communications, Sales, Marketing, Business Administration, or a related field (or equivalent practical experience).
1+ year of experience in Sales Support, Account Management Support, Business Administration, or a similar office-based role.
Highly organized, detail-oriented, and self-motivated, with strong administrative and follow-through skills.
Positive, professional, and supportive attitude, with the ability to create an encouraging environment for partners and peers.
Excellent verbal and written communication skills, with the confidence to interact effectively with brokers, suppliers, and internal teams.
Strong relationship-building abilities, capable of fostering trust, credibility, and long-term partnerships.
Proven ability to manage multiple tasks and priorities simultaneously, while maintaining accuracy and responsiveness in a fast-paced environment.
Quick learner with the ability to adapt to new tools, processes, and evolving business needs.
A sense of ownership and accountability, consistently ensuring assigned responsibilities are completed on time and to a high standard.
Comfortable working in a small, collaborative team, contributing to a supportive and high-performance culture.
Proficiency in Microsoft Office Suite, especially Excel, with the ability to organize data, track activity, and support operational processes.

Responsibilities

Build and identify a high-performing broker portfolio by executing targeted outreach via cold calls, emails, and LinkedIn InMails then onboarding them effectively, and supporting their long-term success.
Own the day-to-day management of your broker accounts, ensuring all tasks required to support, price, and close new business are completed accurately and on time.
Serve as the primary point of contact for partner brokers, providing proactive support, guidance, and expertise to help them win and retain customers.
Support the pricing and contracting process, helping brokers structure competitive deals, gather customer information, and navigate supplier requirements.
Build strong relationships with internal and external stakeholders, communicating with clarity, confidence, and professionalism.
Develop a strong understanding of suppliers, products, pricing structures, and broker operations, becoming a trusted resource within the indirect sales channel.
Identify new business opportunities within your assigned accounts, analyzing trends, uncovering growth potential, and contributing to revenue through partner success.
Assist with special projects that enhance operational efficiency, improve partner experience, or support departmental initiatives.
Maintain organized, detailed records in a fast-paced environment, tracking deal progress, broker activity, and overall account health.
Become proficient with internal software tools and platforms, using them to streamline workflows, support brokers, and ensure seamless operations.
Collaborate cross-functionally with internal teams, including operations, pricing, and supplier partners, to deliver a smooth experience from initial quote to completed contract.
Participate in occasional travel, meetings, or hosted events to strengthen partner relationships and deepen market understanding.
Grow your career in Account Management, gaining the experience and exposure needed to advance into more senior roles as the department continues to expand.