Account Manager Associate - Energy Industry

AppDirect•Westlake, TX
•Hybrid

About The Position

As an Account Manager Associate at Broker Online Exchange (BOX), an AppDirect company, you will be part of the sales team managing brokerage partners and advisors. You will build strong partner relationships and help with needs ranging from pricing and contracting to introducing aspiring partners to the energy industry. The role develops expertise in the deregulated energy market and builds partnerships that contribute to business revenue. It suits a proactive person who thrives in a fast-paced, client-facing environment. The position combines broker outreach, account management, partner support, deal coordination, and collaboration with internal teams. It offers experience and exposure to support career growth into more senior account management roles as the department expands. BOX uses a hybrid work model: in-office collaboration on Monday, Tuesday, and Wednesday, with work-from-home flexibility on Thursday and Friday. Occasional travel, meetings, or hosted events may be involved to strengthen partner relationships and deepen market understanding.

Requirements

  • Bachelor’s degree in Communications, Sales, Marketing, Business Administration, or a related field, or equivalent practical experience.
  • At least 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 and confidence interacting with brokers, suppliers, and internal teams.
  • Strong relationship-building abilities to foster trust, credibility, and long-term partnerships.
  • Ability to manage multiple tasks and priorities simultaneously while maintaining accuracy and responsiveness in a fast-paced environment.
  • Ability to learn quickly and adapt to new tools, processes, and evolving business needs.
  • Ownership and accountability, ensuring assigned responsibilities are completed on time and to a high standard.
  • Comfort working in a small, collaborative team and contributing to a supportive, high-performance culture.
  • Proficiency in Microsoft Office Suite, especially Excel, to organize data, track activity, and support operational processes.

Responsibilities

  • Build and identify a high-performing broker portfolio through targeted outreach using cold calls, emails, and LinkedIn InMails; onboard brokers and support their long-term success.
  • Manage broker accounts day to day, completing tasks needed to support, price, and close new business 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 pricing and contracting by helping brokers structure competitive deals, gather customer information, and navigate supplier requirements.
  • Build relationships with internal and external stakeholders and communicate clearly, confidently, and professionally.
  • Develop knowledge of suppliers, products, pricing structures, and broker operations to become a resource within the indirect sales channel.
  • Identify new business opportunities within assigned accounts by analyzing trends, uncovering growth potential, and contributing to revenue through partner success.
  • Assist with special projects that improve operational efficiency, partner experience, or departmental initiatives.
  • Maintain organized, detailed records of deal progress, broker activity, and account health.
  • Learn and use internal software tools and platforms to streamline workflows, support brokers, and ensure seamless operations.
  • Collaborate with 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.

Benefits

  • Hybrid work model with in-office collaboration Monday through Wednesday and work-from-home flexibility Thursday and Friday.
  • Work-life balance and flexibility in personal lives.
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