Account Manager II

About the role

The Account Manager II plays a strategic role in managing mid- to high-level client accounts, ensuring consistent delivery of value and satisfaction. This position involves analyzing client needs, coordinating cross-functional teams, and developing tailored solutions that drive retention and growth. The Account Manager II proactively identifies business opportunities, leads client meetings, and contributes to the development of account strategies.

Responsibilities

• Responsible for the direct day-to-day selling of company product and service offerings, specifically using Application Selling methods to drive new business.
• Build, maintain, and retain relationships with key buying influences and key management contacts at client sites by fostering effective long-term relationships and customer loyalty.
• Develop and maintain thorough knowledge of the Company’s available services, lines of business, and pricing structures; offer additional services as appropriate to assigned existing customers.
• Participate in OEM training classes to understand technical differentiators of OEM product offerings.
• Complete customer survey reports for all meaningful customer touchpoints (defined as interactions requiring action items or follow-up).
• Regularly meet with Sales Director and operational stakeholders to review customer retention, relationship activities, progress versus goals, and status of key customer relationships.
• Using available data, develop, maintain, and implement an account strategy and plan with sales management.
• Schedule and complete proactive customer calls and visits, capturing key information and working with OEM partners on a regular basis.
• Proactively identify and notify appropriate Company stakeholders of customers’ upcoming capital projects, future expenditures, or other potential opportunities.
• Partner with the operations team to address customer service issues as needed.
• Build relationships and increase Company visibility through participation in Company-sponsored activities, trade shows, chamber of commerce events, and similar engagements.
• Create and maintain customer trust in the company as a quality, value-added solutions provider.
• Demonstrate product knowledge at a level sufficient to independently make customer presentations that drive business opportunities.
• Proactively utilize and develop relationships with OEM representatives to grow sales and demonstrate the company’s commitment to their brands.
• Develop, maintain, and execute an account and product growth strategy to achieve new wallet share growth at key accounts by adding company services or product offerings.
• Competent in PowerBI, Dynamics, and other commercial tools required for pipeline growth, decision-making, and performance management.
• Develop an Account Management strategy that includes routine visits and meetings, allowing flexibility for new opportunities.
• Operate with minimal supervision.

Requirements

• Proficient with computer software tools including email, appointment setting, spreadsheets, and Tableau dashboards.
• Minimum of 4 years of industry-specific, customer-facing sales experience.
• Experience managing a Book of Business of $3M or more.
• Bachelor’s Degree in Engineering, Business, Marketing, Sales, or a related field (or equivalent experience preferred).
• TWIC Card preferred or must be able to obtain.

Skills & Abilities

• Focus on safety and teamwork.
• Strong desire to succeed and promote new business.
• Highly organized with effective time-management skills.
• Strong interpersonal, communication, technical, and presentation skills.
• Ability to build strong customer relationships quickly.
• Clear background check within company and customer requirements.
• Must be able to pass drug and alcohol screening.

Essential Physical Functions

• Lifting up to 25 pounds.
• Bending, stooping, and ability to stand for extended periods of time.
• Must be able to travel and have a clear driving record in accordance with company driving guidelines.