Inside Account Manager

Pilot CompanyOrange, CA
$17 - $18Onsite

About The Position

The purpose of this job is to develop and provide focus on customer relationships, grow volume, manage attrition and respond to customers’ needs. This role involves growing and maintaining current customer volume through customer relationships and follow-through, identifying base volume customers with growth potential, and performing volume usage analysis to increase domestic gallons. The Inside Account Manager will also manage customer attrition by contacting customers with significant decreases in weekly volume and scheduling visits as needed. Additional duties include providing customized customer reporting, customer support, education, and training, managing sales activity in Salesforce, analyzing and providing pricing/payment terms, acting as a liaison with the Credit Department for collections, conducting fraud reviews, processing card issues, and reporting/analyzing KPIs. The role requires attending weekly sales meetings in person.

Requirements

  • 2 years of relevant industry sales, and/or customer service experience
  • High School Diploma or equivalent
  • Ability to travel within assigned region using own transportation
  • Good driving record
  • Ability to learn company systems and processes with training
  • Advanced Microsoft Office skills
  • Advanced CRM (preferred Salesforce), PRS, and other company software skills
  • Knowledge of fuel and trucking industry
  • Knowledge of company products and offering
  • Excellent written and verbal communication skills
  • Professional demeanor when communicating in person, email or phone
  • Ability to manage time and prioritize work
  • Highly organized with attention to detail
  • Ability to quickly learn new technology and use technology in all areas related to the role
  • Strong customer service skills with the ability to influence others and solve problems
  • Ability to work in a fast-paced, dynamic team environment
  • Ability to handle multiple tasks, meet deadlines, and work independently
  • General office work requiring sitting or standing for long periods of time
  • Ability to lift boxes weighing up to 30 pounds
  • Must have the legal right to work in United States without additional sponsorship
  • Candidates must be legally authorized to work in the United States without employer sponsorship

Nice To Haves

  • Advanced CRM (preferred Salesforce)

Responsibilities

  • Grow and maintain current customer volume through customer relationships and follow through
  • Responsible for generating referrals from base customers and conducting in-person quarterly business reviews for top 50 customers to drive increased volume
  • Identify base volume customers with growth potential
  • Contact new base customers within 48 hours of account assignment to schedule personal introduction with current BDM
  • Perform volume usage analysis to increase domestic gallons
  • Provide solutions to ensure sales targets are not impacted
  • Manage customer attrition
  • Contact customers with a 20% or greater decrease in weekly volume as reported on the weekly volume report and schedule visits as needed
  • Customized customer reporting
  • Customer support, education and training
  • Manage sales activity in Salesforce
  • Analyze and provide pricing/payment terms
  • Liaison with Credit Department for collections
  • Fraud review and recommendations to reduce risk
  • Process card issues
  • Report and analyze KPI’s
  • Attend weekly sales meetings in person

Benefits

  • Medical
  • Dental
  • Vision
  • 401(k)
  • Flexible Spending Accounts
  • Employee fuel discount
  • Tuition reimbursement
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