Sales Account Management Support Specialist

Integra • Dallas, TX

12d • Remote

About The Position

The Account Management Support Specialist supports customer relationships and helps keep account activity organized, accurate, and moving forward. Working alongside Account Managers, this role coordinates customer information across multiple systems and platforms, prepares reports and account updates, tracks follow-ups and action items, supports customer meetings, and ensures internal teams and customers have the information they need. The position is suited to someone who is comfortable with technology, quick to learn new tools, detail-oriented, and confident communicating with customers at different levels. It offers an opportunity to learn the business and build a career in client partnership and Account Management.

The role maintains CRM account records and customer documentation, monitors account data quality, tracks issues, engagement, pipeline updates and renewals, and creates reports, dashboards, summaries, presentations, proposals, and meeting materials. It coordinates with sales, customer success, operations, finance, and technical teams to collect and validate information, and supports standardized workflows for account maintenance, reviews, renewals, document storage, and internal handoffs.

Integra describes itself as a vertically integrated company delivering turnkey data center solutions across site selection, design, manufacturing, procurement, commissioning, and warranty. It emphasizes collaboration, accountability, and continuous improvement, and offers performance-based incentives, healthcare coverage, insurance, paid time off, education assistance, and retirement and savings programs.

Requirements

• Bachelor’s degree or equivalent experience in Business, Communications, Information Management, Operations, or a related field.
• At least 2 years of experience supporting account management, customer success, sales operations, client services, or account administration.
• Experience maintaining CRM data, account documentation, customer records, reports, dashboards, or shared account repositories.
• Strong attention to detail when entering, updating, and validating account information.
• Ability to maintain organized account documentation, notes, reports, and reference materials.
• Experience tracking follow-ups, renewal dates, account changes, and action items across multiple systems.
• Proficiency with CRM platforms, Microsoft Excel, PowerPoint, Teams, shared workspaces, document repositories, dashboards, and task-tracking tools.
• Ability to follow standardized workflows, maintain data hygiene, and support process consistency across account-management systems.

Responsibilities

• Maintain accurate CRM account records, including profiles, contacts, activities, opportunities, renewal dates, account health indicators, and follow-up actions.
• Document customer conversations, meeting notes, decisions, next steps, account changes, contracts, and key business details in appropriate systems.
• Organize and update account plans, customer profiles, status summaries, renewal notes, support history, and internal reference materials.
• Use CRM, Microsoft Excel, PowerPoint, Teams, shared workspaces, document repositories, dashboards, and task-tracking tools to support account maintenance.
• Track open issues, customer engagement, pipeline updates, renewals, and action items so account teams have current information.
• Create, update, and distribute reports, dashboards, account summaries, presentations, proposals, and executive-ready materials using current account data.
• Monitor account data quality, identify missing or outdated information, and resolve documentation gaps across tools and repositories.
• Coordinate with sales, customer success, operations, finance, and technical teams to collect, validate, and maintain account information.
• Prepare agendas, notes, follow-up summaries, and action-item trackers for customer meetings and business reviews.
• Support standardized workflows for CRM updates, document storage, account reviews, renewal tracking, and internal account handoffs.

Benefits

• Competitive pay with incentive opportunities that recognize results and contributions.
• Medical, dental, and vision coverage.
• Life and disability insurance programs.
• Voluntary benefits options.
• Generous paid time off.
• Education assistance and tuition support.
• Retirement and savings programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level