Customer Relationship Account Manager
Atlas Toyota Material Handling · Madison, WI · 1 mo ago
Business DevelopmentFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Preserve all substantive info.
We need to parse the description.
Content:
- Description: Badger ToyotaLift is currently hiring a full-time Customer Relationship Account Manager to join our aftermarket sales team. We are seeking a highly organized and motivated sales professional to support the team in aftermarket activities, including maintaining an existing book of business and driving new customer development within a defined territory. Badger ToyotaLift, part of the Atlas Companies, is an authorized Toyota Forklift Dealer committed to providing quality service, premium equipment, and innovative solutions for companies of all sizes.
- Why You’ll Love Working At Atlas: bullet points: Strong, People-First Culture: ... events such as food trucks, BBQ’s, holiday parties, celebration lunches, and sporting events. Personal & Family Balance: Monday-Friday schedule. Rest and Relaxation: generous paid time off AND 8 paid holidays. Comprehensive Benefits Package: medical, dental and vision plans, with HSA and FSA options. Company-paid life insurance and short- and long-term disability plans, plus a 401(k) plan with company match. Career Growth Opportunities: tuition reimbursement benefits and internal growth opportunities. Get To Know The Atlas Team ... (some link). This is basically benefits and culture.
- What You’ll Do Day-to-Day: list of duties.
- Requirements: What You’ll Need to Succeed: list.
- Physical Requirements: description.
- Then EEO etc and PI number (should be removed).
We need sections: About the role (maybe intro), Responsibilities (duties), Requirements (maybe combine requirements and physical?), Qualifications (maybe education/degree?), Skills (maybe communication, software), Benefits (benefits package), Pay (if any), Schedule (if any). The posting mentions schedule: Monday-Friday schedule. Also mentions paid time off, holidays. No explicit pay/salary. So we should not create Pay section unless stated. Schedule: we have Monday-Friday schedule mentioned. So we can include Schedule section with that detail.
Benefits: we have comprehensive benefits package details. So include Benefits.
About the role: we have description of role and company.
Responsibilities: the "What You’ll Do Day-to-Day" list.
Requirements: maybe combine "What You’ll Need to Succeed" and Physical Requirements? But we have separate sections: Requirements (maybe education, experience) and Qualifications (maybe degree preferred). However the instruction says use headings for those sections if content exists. We can decide to have Requirements (including driver's license, experience, etc.) and Qualifications (Bachelor's Degree preferred). Skills: maybe communication, software, CRM, etc. But we could also put those under Requirements. To avoid thin sections, we can combine similar content into fewer sections. The instruction: "Prefer a few substantive sections over many thin ones." So we should aim for maybe 4 sections: About the role, Responsibilities, Requirements & Qualifications (combined), Benefits & Schedule (combined?). But we need to follow heading list: we can use only those headings that have content. We could have About the role, Responsibilities, Requirements, Benefits, Schedule. That's five sections. Qualifications and Skills may be thin if we split. Let's see if we have enough content for Qualifications (Bachelor's Degree preferred) and Skills (communication, software, CRM). Could combine them into Requirements section. That would be substantive.
Thus sections:
- About the role (intro + company description + culture? Actually culture could be part of Benefits? But culture is more about why you'll love working; could be part of About the role or Benefits. Since Benefits heading is for benefits package, we could put culture under About the role or maybe a separate section but we don't have a heading for Culture. We'll include culture in About the role.
- Responsibilities (day-to-day duties)
- Requirements (includes driver's license, experience, degree preferred, communication skills, software knowledge, core values, physical requirements)
- Benefits (benefits package: PTO, holidays, medical/dental/vision, HSA/FSA, life insurance, disability, 401k match, tuition reimbursement, internal growth)
- Schedule (Monday-Friday schedule)
We should not include Pay.
Now we need to format:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Preserve all substantive info.
We need to parse the description.
Content:
- Description: Badger ToyotaLift is currently hiring a full-time Customer Relationship Account Manager to join our aftermarket sales team. We are seeking a highly organized and motivated sales professional to support the team in aftermarket activities, including maintaining an existing book of business and driving new customer development within a defined territory. Badger ToyotaLift, part of the Atlas Companies, is an authorized Toyota Forklift Dealer committed to providing quality service, premium equipment, and innovative solutions for companies of all sizes.
- Why You’ll Love Working At Atlas: bullet points: Strong, People-First Culture: ... events such as food trucks, BBQ’s, holiday parties, celebration lunches, and sporting events. Personal & Family Balance: Monday-Friday schedule. Rest and Relaxation: generous paid time off AND 8 paid holidays. Comprehensive Benefits Package: medical, dental and vision plans, with HSA and FSA options. Company-paid life insurance and short- and long-term disability plans, plus a 401(k) plan with company match. Career Growth Opportunities: tuition reimbursement benefits and internal growth opportunities. Get To Know The Atlas Team ... (some link). This is basically benefits and culture.
- What You’ll Do Day-to-Day: list of duties.
- Requirements: What You’ll Need to Succeed: list.
- Physical Requirements: description.
- Then EEO etc and PI number (should be removed).
We need sections: About the role (maybe intro), Responsibilities (duties), Requirements (maybe combine requirements and physical?), Qualifications (maybe education/degree?), Skills (maybe communication, software), Benefits (benefits package), Pay (if any), Schedule (if any). The posting mentions schedule: Monday-Friday schedule. Also mentions paid time off, holidays. No explicit pay/salary. So we should not create Pay section unless stated. Schedule: we have Monday-Friday schedule mentioned. So we can include Schedule section with that detail.
Benefits: we have comprehensive benefits package details. So include Benefits.
About the role: we have description of role and company.
Responsibilities: the "What You’ll Do Day-to-Day" list.
Requirements: maybe combine "What You’ll Need to Succeed" and Physical Requirements? But we have separate sections: Requirements (maybe education, experience) and Qualifications (maybe degree preferred). However the instruction says use headings for those sections if content exists. We can decide to have Requirements (including driver's license, experience, etc.) and Qualifications (Bachelor's Degree preferred). Skills: maybe communication, software, CRM, etc. But we could also put those under Requirements. To avoid thin sections, we can combine similar content into fewer sections. The instruction: "Prefer a few substantive sections over many thin ones." So we should aim for maybe 4 sections: About the role, Responsibilities, Requirements & Qualifications (combined), Benefits & Schedule (combined?). But we need to follow heading list: we can use only those headings that have content. We could have About the role, Responsibilities, Requirements, Benefits, Schedule. That's five sections. Qualifications and Skills may be thin if we split. Let's see if we have enough content for Qualifications (Bachelor's Degree preferred) and Skills (communication, software, CRM). Could combine them into Requirements section. That would be substantive.
Thus sections:
- About the role (intro + company description + culture? Actually culture could be part of Benefits? But culture is more about why you'll love working; could be part of About the role or Benefits. Since Benefits heading is for benefits package, we could put culture under About the role or maybe a separate section but we don't have a heading for Culture. We'll include culture in About the role.
- Responsibilities (day-to-day duties)
- Requirements (includes driver's license, experience, degree preferred, communication skills, software knowledge, core values, physical requirements)
- Benefits (benefits package: PTO, holidays, medical/dental/vision, HSA/FSA, life insurance, disability, 401k match, tuition reimbursement, internal growth)
- Schedule (Monday-Friday schedule)
We should not include Pay.
Now we need to format: About the role
then
...
for prose. For lists, use- .
We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting.
Let's extract details.
About the role:
- Badger ToyotaLift is currently hiring a full-time Customer Relationship Account Manager to join our aftermarket sales team.
- We are seeking a highly organized and motivated sales professional to support the team in aftermarket activities, including maintaining an existing book of business and driving new customer development within a defined territory.
- Badger ToyotaLift, part of the Atlas Companies, is an authorized Toyota Forklift Dealer committed to providing quality service, premium equipment, and innovative solutions for companies of all sizes.
- Why You’ll Love Working At Atlas: (culture) Strong, People-First Culture: commitment to excellence, people, core values, professional development opportunities; events such as food trucks, BBQ’s, holiday parties, celebration lunches, and sporting events.
- Personal & Family Balance: Monday-Friday schedule.
- Rest and Relaxation: generous paid time off AND 8 paid holidays.
- Comprehensive Benefits Package: medical, dental and vision plans, with HSA and FSA options; company-paid life insurance and short- and long-term disability plans; 401(k) plan with company match.
- Career Growth Opportunities: tuition reimbursement benefits and internal growth opportunities.
- Get To Know The Atlas Team ... (link) maybe we can include as a sentence: Learn more about what we offer on our careers page below. -Careers at Atlas Lift | Jobs in Material Handling & Equipment Services | Atlas Companies | Equipment Sales | Chicago, Minnesota, Wisconsin & Indiana
We should keep that as prose.
Responsibilities (What You’ll Do Day-to-Day):
List items:
- Maintain and grow existing customer relationships while identifying opportunities to increase customer loyalty and service penetration.
- Identify opportunities to sell parts, planned maintenance agreements, repairs, batteries, tires, operator training, fleet optimization solutions, and other aftermarket products and services.
- Demonstrate success in prospecting and developing new customer opportunities.
- Develop and execute a territory sales plan to maximize customer retention, account growth, and new business development.
- Conduct all business with honesty, integrity and professionalism, while building and maintaining strong relationships with professional buyers.
- Perform regular customer-facing visits, meetings, and interactions within the assigned territory to support relationship development, identify customer needs, and promote aftermarket solutions.
- Develop a thorough understanding of Company products and competitive offerings to effectively specify, recommend and sell aftermarket products supporting material handling equipment.
- Meet established sales, customer retention, and business development objectives.
- Maintain accurate customer records, activities, opportunities, and communications within HubSpot CRM, including entering and updating customer data in a timely manner.
- Foster positive, collaborative working relationships with internal teams.
- Communicate customer needs and equipment opportunities to the appropriate departments while identifying solutions that align with the customer's best interests.
- Communicate and follow up on all service department estimates in a timely manner.
- Perform other duties as assigned.
Requirements:
- Must possess a valid driver’s license, the ability to maintain a good driving record, and valid car insurance.
- Bachelor’s Degree preferred.
- Minimum of 2-3 years of outside sales, account management, or customer relationship experience preferred.
- Excellent written and verbal communication skills.
- Results driven with strong attention to detail and effective time management skills.
- Knowledge of software programs, including Microsoft Office Suite and CRM databases.
- Must uphold the Atlas Core Values:
- Promote Integrity: Always do the right thing.
- Value People: Treat everyone with respect, courtesy, & dignity.
- Passion for Winning: Deliver exceptional results while remaining humble.
- Embrace Community: Ensure a safe & environmentally conscious culture.
- Continuous Improvement: Promote innovation, drive & embrace change.
- Physical Requirements: This position is primarily performed in an office setting and involves prolonged periods of sitting and computer use. Occasional physical activities may be required, including, but is not limited to, standing, bending, crouching, twisting, pulling, pushing, and lifting (typically up to 80 lbs.), as needed. Regular travel within an assigned territory is required; the ability to operate a motor vehicle is necessary for this role.
We should keep the core values as a list maybe.
Benefits:
- Comprehensive Benefits Package: medical, dental and vision plans, with HSA and FSA options.
- Company-paid life insurance and short- and long-term disability plans.
- 401(k) plan with company match.
- Generous paid time off AND 8 paid holidays.
- Tuition reimbursement benefits.
- Internal growth opportunities.
- (Also maybe mention strong people-first culture events? but that's more culture; we already included in About the role.)
Schedule:
- Monday-Friday schedule.
We should not repeat the job title.
Now produce HTML.
We need to ensure no extra whitespace? It's fine.
Let's craft.
About the role
Badger ToyotaLift is currently hiring a full-time Customer Relationship Account Manager to join our aftermarket sales team. We are seeking a highly organized and motivated sales professional to support the team in aftermarket activities, including maintaining an existing book of business and driving new customer development within a defined territory. Badger ToyotaLift, part of the Atlas Companies, is an authorized Toyota Forklift Dealer committed to providing quality service, premium equipment, and innovative solutions for companies of all sizes. Why You’ll Love Working At Atlas: A strong, people-first culture emphasizes excellence, our people, core values, and professional development opportunities, with events such as food trucks, BBQ’s, holiday parties, celebration lunches, and sporting events. We value personal/family time and offer a Monday‑Friday schedule. Associates receive generous paid time off and 8 paid holidays. The comprehensive benefits package includes medical, dental and vision plans with HSA and FSA options, company‑paid life insurance and short‑ and long‑term disability plans, plus a 401(k) plan with company match. Career growth opportunities are supported through tuition reimbursement benefits and internal growth opportunities. Learn more about what we offer on our careers page below – Careers at Atlas Lift | Jobs in Material Handling & Equipment Services | Atlas Companies | Equipment Sales | Chicago, Minnesota, Wisconsin & Indiana.
Responsibilities
- Maintain and grow existing customer relationships while identifying opportunities to increase customer loyalty and service penetration.
- Identify opportunities to sell parts, planned maintenance agreements, repairs, batteries, tires, operator training, fleet optimization solutions, and other aftermarket products and services.
- Demonstrate success in prospecting and developing new customer opportunities.
- Develop and execute a territory sales plan to maximize customer retention, account growth, and new business development.
- Conduct all business with honesty, integrity and professionalism, while building and maintaining strong relationships with professional buyers.
- Perform regular customer-facing visits, meetings, and interactions within the assigned territory to support relationship development, identify customer needs, and promote aftermarket solutions.
- Develop a thorough understanding of Company products and competitive offerings to effectively specify, recommend and sell aftermarket products supporting material handling equipment.
- Meet established sales, customer retention, and business development objectives.
- Maintain accurate customer records, activities, opportunities, and communications within HubSpot CRM, including entering and updating customer data in a timely manner.
- Foster positive, collaborative working relationships with internal teams.
- Communicate customer needs and equipment opportunities to the appropriate departments while identifying solutions that align with the customer's best interests.