Associate Account Manager

About the role

The Associate Account Manager supports client onboarding, account maintenance, reporting, and issue resolution. This role collaborates with Account Managers and Account Executives, operations, billing, and other internal teams to ensure accurate setup and smooth day-to-day service for assigned clients.

Responsibilities

• Assist with onboarding new clients: gather required information, populate systems and order guides, and coordinate internal resources.
• Maintain and update client order guides, product mappings, and SKU data to ensure accurate ordering and billing.
• Support Account Managers and Account Executives by preparing client reports, consolidating data, and summarizing insights for reviews and meetings.
• Monitor client accounts for issues (pricing discrepancies, missing invoices, short pays, mapping errors) and either resolve or escalate to the appropriate team.
• Process routine data tasks: data entry, spreadsheet cleanup, file imports/exports, and basic data normalization.
• Respond to client inquiries in a timely and professional manner (email/phone/teams), and coordinate follow-up actions with internal teams.
• Use CRM (e.g., Salesforce) to log activity, track requests, and update account information.
• Help manage claims and exceptions by collecting documentation, entering details, and tracking resolution progress.
• Participate in cross-functional projects to improve onboarding speed, data quality, and operational efficiency.
• Contribute to continuous improvement by identifying repetitive tasks that can be automated or streamlined.
• Analyze market intel (e.g., USDA pricing, weather impacts) to provide insights to clients and internal teams.
• Identify upsell/cross-sell opportunities by analyzing client purchasing history and market data.

Requirements

• 1-2 years of experience in customer service, account support, or similar role.
• Industry experience in foodservice, distribution, or produce is a plus.
• Proficiency with Google Sheets/Excel (data entry, filters, basic formulas).
• Experience with CRM systems (Salesforce preferred) or willingness to learn.
• Strong verbal and written communication skills.
• High attention to detail and strong organizational skills.
• Comfortable working with multiple internal teams and shifting priorities in a fast-paced environment.
• Customer-first mindset with professional phone/email etiquette.
• Problem solver who escalates appropriately and follows through.
• Self-starter able to manage tasks independently and ask for guidance when needed.
• Analytical thinker with the ability to work with data and spot discrepancies.
• Collaborative and positive team player with strong interpersonal skills.
• Proactive attitude and willingness to learn and adapt quickly.

Qualifications

• Education: Bachelor's degree in Business Administration, Marketing, or related field.
• Experience: 1-2 years of relevant experience.

Skills

• Data Entry
• Client Reporting
• CRM Systems (Salesforce preferred)
• Communication Skills
• Attention to Detail
• Team Collaboration
• Problem Solving

Benefits

• Medical
• Dental
• Vision
• Ancillary Plans (Flexible Spending Accounts, Critical Illness, Accident, Voluntary Life)
• Company Paid Life Insurance
• 401(k) Plan with Company Match

Pay

Compensation is commensurate with experience.

Schedule

This position is remotely based, with anticipated travel 1-2 times per year.