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Account Manager
Account ManagerInside Source • Portland, OR, United States
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Account Manager

Account Manager

Inside Source • Portland, OR, United States
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Insidesource DEI Statement

By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to "unleash human and business potential." We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.

Job Summary

The Account Manager oversees accounts and project teams, guiding projects from scope development to completion. With a consultative approach, they ensure client satisfaction throughout the order lifecycle while building strong, long-term customer relationships. They are also responsible for achieving revenue and margin goals.

Essential Duties and Responsibilities :

Client / Account Servicing

  • Develop and nurture client relationships in support of building trust, aligning business requirements, and increasing revenue opportunities and profitability
  • Maintain comprehensive understanding of client needs, goals, business practices and satisfaction / performance criteria
  • Act as single point of contact for coordination and execution of projects from early planning through follow-up requests
  • Responsible for overall performance of IS account / project teams (sales support, design, project management and field service teams)
  • Accountable for end-to-end client experience and satisfaction
  • Provide timely response to customer requests for products, services and information

Sales, Project & Work Order Management

  • Oversee and direct IS implementation of all client projects, work orders, and service requests
  • Develop and manage project budgets - from high-level estimates to final pricing-considering contract pricing, gross margin guidelines and service fees.
  • Create project timelines and manage progress toward those timelines.
  • Coordinate workflow both internally and externally and manage simultaneous, competing deadlines to ensure projects move smoothly through design, production, and installation.
  • Deliver responsible close of sale requirements by generating proposals and obtaining approvals, terms and conditions, customer purchase orders and deposits
  • Ensure obstacles and / or changes in scope are identified, documented and resolved and ensure client and IS satisfaction throughout project life cycle
  • Perform project management responsibilities as required, to include site visits during installations
  • Partner with New Business Development / Account Executives to respond to requests for information, pricing and / or services
  • Organizational Standards

  • Manage positive and productive interactions of internal and external teams, including collaboration with subcontractors and manufacturers
  • Oversee work of all team members, including designers, project managers, account coordinators, delivery and installation crews
  • Manifest and exemplify IS values of Team First, Client Led, Change Makers, Experience Focused
  • Provide mentorship and encourage growth and development of team members
  • Other Requirements

  • Travel may be required
  • Required participation in company, department and team meetings
  • Attend industry events regularly
  • Supervisory Responsibilities

    None

    Skills, Knowledge, Experience Required

  • Outstanding project management / organizational skills - ability to manage multiple projects with minimal direction; ability to collaborate under tight deadlines in a team environment
  • Proficiency in Microsoft Office (Excel, Teams, Word, Outlook, Power Point)
  • Eye for design and layout of marketing materials
  • Solid skills in copy-editing, grammar, spelling and punctuation
  • Excellent and effective at oral and written communication
  • Strong organizational, analytical and administrative skills
  • Ability to see the big picture and integrate into day-to-day tasks and activities
  • Excellent time management skills
  • Fluid interpersonal and collaborative skills to interact effectively with a wide range of personnel and departments
  • Must be a self-starter, critical thinker, collaborative and creative
  • Ability to lead and inspire cross functional players
  • Contract furniture industry experience strongly preferred including :
  • Understanding of and / or working on RFPs
  • Product knowledge
  • Product specification
  • Core or comparable order management database
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