Closing Team Account Manager

About the role

The Closing Team Account Manager plays a key role in supporting both the Independent Agent Account Managers and the Key Account Manager team. This position is responsible for managing active opportunities, maintaining CRM accuracy, and driving business to closure. Acting as the inside connection for agents and outside sales, this role ensures that opportunities are followed through, captured accurately, and transitioned smoothly to Project Management once orders are received.

What to Expect

The Closing Team Account Manager supports the Independent Agent Account Managers by responding to agent inquiries, updating opportunities, and assisting with quotations and follow-ups. They partner with the Key Account Manager team to provide inside support, ensuring smooth communication and execution while outside sales are on the road.

What You’ll Do

• Support the Independent Agent Account Managers by responding to agent inquiries, updating opportunities, and assisting with quotations and follow-ups.
• Partner with the Key Account Manager team to provide inside support, ensuring smooth communication and execution while outside sales are on the road.
• Maintain CRM data integrity — including opportunity values, close dates, and probability percentages.
• Drive opportunities to closure by coordinating with agents, customers, and internal teams to secure purchase orders.
• Prepare and manage documentation for handoff to the Project Management team once orders are received.
• Collaborate with quotations, operations, and project management to ensure that all information required for order entry and execution is accurate and complete.
• Communicate order status updates and manage customer expectations through the close of sale.
• Track and report progress on key sales metrics, including pipeline activity and conversion rates.

What You’ll Bring

• 3+ years of experience in inside sales, account coordination, or customer service — preferably in a technical or manufacturing environment.
• Strong organizational and communication skills with the ability to manage multiple priorities.
• Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite.
• A proactive, detail-oriented mindset with a focus on closing business accurately and efficiently.
• Ability to work collaboratively with external agents and internal teams while maintaining a strong sense of ownership.

Benefits & Well-Being

i2Systems values its Associates, their families, and their overall well-being. To support this commitment, we offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. We go above and beyond by co-sponsoring the cost of many benefits. Our benefits include:

• Comprehensive Medical, Dental, and Vision coverage
• 401(k) with immediate vesting
• Critical Illness, Accident Indemnity, AD&D, and Hospital Indemnity insurance
• Multiple Employee Assistance Program (EAP) options
• Group purchasing and discount programs at many everyday retailers

Benefits are subject to eligibility requirements and plan terms.

Pay

Compensation is commensurate with experience.

Schedule

Hours are flexible to accommodate the needs of the team and the client base.

Skills

Skills required for this role include:

• Strong organizational and communication skills
• CRM proficiency (Salesforce preferred)
• Microsoft Office Suite
• Proactive and detail-oriented mindset
• Collaborative working style

Qualifications

Qualifications for this role include:

• 3+ years of experience in inside sales, account coordination, or customer service — preferably in a technical or manufacturing environment
• Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite
• Strong organizational and communication skills with the ability to manage multiple priorities
• A proactive, detail-oriented mindset with a focus on closing business accurately and efficiently
• Ability to work collaboratively with external agents and internal teams while maintaining a strong sense of ownership

Benefits

Benefits include:

• Comprehensive Medical, Dental, and Vision coverage
• 401(k) with immediate vesting
• Critical Illness, Accident Indemnity, AD&D, and Hospital Indemnity insurance
• Multiple Employee Assistance Program (EAP) options
• Group purchasing and discount programs at many everyday retailers

Equal Opportunity Employer

i2Systems is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law.