Account Manager

Custom Interface•Bingen, WA

1d•Onsite

About The Position

The Account Manager (AM) serves as the primary liaison between CII and its customers. This role encompasses maintaining positive client relationships through various communication channels, generating and delivering quotes and proposals, and negotiating and accepting contracts in compliance with QMS documentation. The AM is responsible for communicating client requirements and status updates internally and externally, participating in scheduling purchasing and production activities, and identifying new sales opportunities with existing clients. Key duties also include monitoring client satisfaction, mitigating project risks, prioritizing client projects, ensuring timely quote delivery, coordinating the quoting process, maintaining records, and reporting quarterly on sales activities and client information.

Requirements

Business client support, account management or sales experience, minimum five years
Excellent written and oral communication skills
Excellent active listening skills
Accurate data entry skills
Computer proficiency: Requires a high level of proficiency in preparing spreadsheets
Strong understanding of financial, quoting and forecasting principles
Ability to utilize and navigate complex databases to run reports and pull information
Ability to interpret engineering drawings
Ability to collaborate with others, take direction from others and to delegate as needed
Ability to problem-solve and take ownership of client issues
Effective time management
Must be able to manage multiple projects in a fast-paced setting
Capacity to handle pressure and ability to adapt to rapidly changing conditions and priorities

Nice To Haves

Prior project management experience preferred
Prior experience in a production environment and understanding of production processes preferred

Responsibilities

Maintain positive relationship with CII clients through phone, email and in person communication
Generate and deliver quotes and proposals
Quoting involves reviewing client drawings, working with production and engineering to estimate labor requirements, selecting vendors and gathering pricing data
Negotiate and accept contracts from clients in compliance with the QMS documentation set
Communicate client requirements internally
Communicate status updates to client
Participate in scheduling of purchasing and production activities
Identify and create sales opportunities with existing client
Generate and send quotations using established guidelines
Contact client or potential client
Send quotation to client and cc appropriate Client Services staff (seeking peer review and management approval in special cases)
Assign available company resources to ensure quoting completion
Monitor client satisfaction and communicate this internally
Proactively contact clients to identify opportunities and maintain relations
Mitigate risk in client projects using established guidelines
Monitor and communicate status of work to clients in a timely manner as appropriate
Prioritizing client projects
Responsible for delivering quotes to the client in time
Coordinate completion of the quoting process
Maintain records as required
Perform any other tasks or duties as assigned
Report quarterly on effectiveness of sales activities, logs contact list, outcome and results
Keeps client information updated