Junior Account Manager - Residential

Job Summary

We are seeking a reliable, detail-oriented Junior Account Manager to support the key account team. This role provides administrative and operational support, maintains accurate client records, coordinates cross-team communication, and assists in delivering consistent, high-quality service to key clients.

Responsibilities

• Point of contact for routine client inquiries, requests, and follow-ups for assigned entities
• Schedule client meetings, prepare agendas, meeting materials, and meeting minutes
• Escalate complex client issues to the Key Account Manager in a timely manner
• Develop, update, and maintain customer profiles, competitor profiles, and market intelligence
• Manage contracts, amendments, pricing, cost changes, and surcharge records per client agreements
• Maintain accurate records in Salesforce, spreadsheets, and other organizational tools
• Track contract renewals, order forecasts, and key account milestones
• Prepare weekly/monthly progress reports, project updates, and account performance summaries
• Aid in creating client business reviews, strategic plans, and PowerPoint materials
• Collect and organize data for KPIs, quotas, and customer feedback tracking
• Coordinate with sales, supply chain, and internal teams to execute account plans
• Attend internal account review meetings, document action items, and track follow-ups
• Support travel arrangements, meeting logistics, and key account events
• Monitor accountancy and flag risks, delays, or new business opportunities
• Handle daily administrative tasks such as scheduling, email management, file organization, and document preparation
• Support upsell/cross-sell by providing product/service information and client history data
• Maintain confidentiality of sensitive client and business information

Qualifications

• Professional experience in accounting support, sales support, customer service, or administrative role
• Proficient with Microsoft Office (Excel, PowerPoint)
• Experience with Salesforce or similar CRM
• Strong written and verbal communication skills
• Excellent diligence, organization, and attention to detail
• Able to multitask and prioritize in a fast-paced environment
• Basic understanding of global supply chain
• Experience with multinational customers
• Proven track record supporting key accounts or B2B clients
• Experience preparing client presentations, business reviews, or account reports
• Strong customer service orientation and positive client feedback history
• Self-motivated, goal-oriented, and strong follow-through
• Willingness to support travel for key account activities
• Preferred qualifications: HVAC Industry experience, Engineering background in ME, HVAC, etc.

Location

This position is remote; however, preference will be given to those in the local surrounding areas.