Account Manager

Cheree Berry Paper•Olivette, MO

8d•Hybrid

About The Position

The Account Manager cultivates new and existing client relationships to help the company achieve its revenue goals while delivering the highest-quality products and services to customers. The primary function of this role is to represent the Cheree Berree Paper & Design brand in the most positive way to meet company and individual sales goals. This position upholds CBP’s mission, vision, goals, and objectives.

Requirements

2-5 years of experience in sales, account, or project management
Bachelor’s Degree in Business, Marketing, or equivalent work experience required
Excellent analytical, decision-making, and prioritization skills
Exceptional verbal and written communication skills with a professional, polished presence
Self-motivated with the ability to work independently and proven skills to generate new business
Proficiency in Microsoft Office

Nice To Haves

experience with luxury accounts or high-net-worth individuals is a plus
an MBA is not required but would be a plus
Familiarity with Mac OS and programs preferred
Experience with HubSpot, Asana, Workamajig, or other project management or CRM software.

Responsibilities

Build new and cultivate existing client relationships to help generate new project leads.
Contribute to overall company revenue growth by meeting sales targets while maintaining profitability targets as set out in the Sales Manual.
Build and promote strong and long-lasting customer relationships by following client development guidelines in the Sales Manual.
Respond to all inbound leads according to the company’s provided response times.
Identify new sales opportunities by expanding client base, product lines or pursuing upsell opportunities.
Prepare call reports, weekly work plans, proposals written, prospects gained, networking events attended, and progress towards overall sales goals.
Document all sales activity in the CRM system and meet with the VP of Sales weekly to review your Sales Report.
Manage every aspect of scoping and proposals for new projects.
Gather and prepare sample packages, proposals, and other collateral materials.
Prepare and send design agreements to clients according to the company’s standard response times.
Distill client needs into clear Creative Briefs for the Design and Project Management teams.
Prepare project proposals based on our pricing, design, and production processes, and by using templates in PandaDoc and Workamajig.
Ensure alignment between scope and estimate of each project.
Finalize project proposals with clients for approval.
Set up accurate financial records in Workamajig and CRM in conjunction with Project Management and Accounting departments.
Update systems with accurate information such as client contact details.
Collaborate with Design and Project Management Departments to move projects from the Sales process to execution phase.
Schedule and lead kick-offs with Project Management and Design departments to ensure proper project handoff.
Lead and document new client calls in collaboration with designers.
Deliver all documents to the Project Manager during kick-off required for proper handoff.
Meet with Project Managers routinely to discuss health and status of current projects and to identify next client touchpoint.
Move projects through company close-out/reflection process and suggest improvements accordingly.
Serve as a steward of company culture in alignment with the company’s mission and values.
Collaborate with management, ownership, and HR to create a positive and inclusive culture for the team.
Maintain professional internal and external relationships that meet company values.