Account Manager at The Planet Group
Franklin, TN
About the Job
Job Description
The Account Manager will work closely with assigned Business Development Managers (BDMs) and is responsible for the day to day interactions with assigned clients, and to manage assigned client programs through their lifecycle including; initiation, planning, execution, and monitoring, and to recommend business opportunities and to identify and remedy improvements or risks that need to be addressed with assigned clients.
Responsibilities:
Manage and provide exceptional customer service to assigned BDM(s) and their client base:Quote and maintain pricing for assigned clients
Document all non-order activities in Customer Relationship Management (CRM) system
Maintain and update account notes for all delivery locations
Set-up and maintain e-Commerce templates for assigned clients
Problem resolution regarding, orders, pricing, complaints and or service levels
Collaborate and build strong relationships with key stake holders and internal teams to support needs of the BDM and their clients
Educate customers and team about additional products and services which are available
Qualify leads and inquiries – distribute to appropriate parties as required
Create and monitor customer stocking agreements in CRM system against monthly actual usage trends and implement or recommend updates as required
Recommend opportunities for new projects, products or services to BDM and/or the client
Prepare quarterly usage forecasts for review with BDM and other leadership
Attend Quarterly Business Reviews with BDM as required
Follow up on assigned new leads within the BDM’s territory
Identify opportunities for improvement with order and/or delivery operations and implement or recommend improvements as required
Enter orders for assigned clients in ERP system as required
Participate in team, customer or departmental tasks/projects as assigned by manager
Cross train on accounts as assigned by manager
Follow company policies, procedures, designated SOPs and Work Instructions
Comply with all safety guidelines and standards as dictated by 5S practices
Maintain and promote both an environment of continuous improvement and lean manufacturing practices
Ad hoc projects and other duties as assigned
Might be very occasional travel to visit a customer
Qualifications & Requirements:5+ years of customer service experience
Bachelor’s degree preferred
Exceptional written and verbal communication skills
Strong interpersonal skills and ability to work with others in a positive and collaborative manner always
Must be able to work in a fast-paced environment with minimal supervision; be flexible, be able to prioritize competing deadlines, be able to adapt to changes, understand urgency and when to escalate
Proven time management skills; organized with strong attention to detail and outstanding follow up
Can handle stressful situations, multitask, and problem solve
Experience working in an ERP system including reviewing purchase orders in an order management system and the CRM application
Highly Proficient with MS Office (Outlook, Word, Excel, PowerPoint)
The Account Manager will work closely with assigned Business Development Managers (BDMs) and is responsible for the day to day interactions with assigned clients, and to manage assigned client programs through their lifecycle including; initiation, planning, execution, and monitoring, and to recommend business opportunities and to identify and remedy improvements or risks that need to be addressed with assigned clients.
Responsibilities:
Manage and provide exceptional customer service to assigned BDM(s) and their client base:Quote and maintain pricing for assigned clients
Document all non-order activities in Customer Relationship Management (CRM) system
Maintain and update account notes for all delivery locations
Set-up and maintain e-Commerce templates for assigned clients
Problem resolution regarding, orders, pricing, complaints and or service levels
Collaborate and build strong relationships with key stake holders and internal teams to support needs of the BDM and their clients
Educate customers and team about additional products and services which are available
Qualify leads and inquiries – distribute to appropriate parties as required
Create and monitor customer stocking agreements in CRM system against monthly actual usage trends and implement or recommend updates as required
Recommend opportunities for new projects, products or services to BDM and/or the client
Prepare quarterly usage forecasts for review with BDM and other leadership
Attend Quarterly Business Reviews with BDM as required
Follow up on assigned new leads within the BDM’s territory
Identify opportunities for improvement with order and/or delivery operations and implement or recommend improvements as required
Enter orders for assigned clients in ERP system as required
Participate in team, customer or departmental tasks/projects as assigned by manager
Cross train on accounts as assigned by manager
Follow company policies, procedures, designated SOPs and Work Instructions
Comply with all safety guidelines and standards as dictated by 5S practices
Maintain and promote both an environment of continuous improvement and lean manufacturing practices
Ad hoc projects and other duties as assigned
Might be very occasional travel to visit a customer
Qualifications & Requirements:5+ years of customer service experience
Bachelor’s degree preferred
Exceptional written and verbal communication skills
Strong interpersonal skills and ability to work with others in a positive and collaborative manner always
Must be able to work in a fast-paced environment with minimal supervision; be flexible, be able to prioritize competing deadlines, be able to adapt to changes, understand urgency and when to escalate
Proven time management skills; organized with strong attention to detail and outstanding follow up
Can handle stressful situations, multitask, and problem solve
Experience working in an ERP system including reviewing purchase orders in an order management system and the CRM application
Highly Proficient with MS Office (Outlook, Word, Excel, PowerPoint)
