Job Overview
- Strengthening relationships with existing accounts.
- Penetrate organizational structure for accounts and develop relationships at all levels beyond main point of contact.
- Understand customers’ business and strategy and our role with the customer.
- Ensure customer satisfaction and follow-up.
- Communicate service issues to Department Managers/Supervisors.
- Identify opportunities and grow business from existing house accounts.
- Assist with collections when needed.
- Manage client profiles and updates on the CRM.
- Build territory maps showing the number of accounts located in each city.
- Fluent in EI systems and demos in order to provide technical updates to accounts.
- Share weekly schedule with all Departments to help coordinate and participate in joint account visits.
- Turn major business opportunities and proposals over to Sales and operational issues to Ops.
- Management of Business Reviews.
- Continually seek improvement in procedures and services to create more efficient and cost-effective operations.
- Assume lead responsibility for the efficient delivery of all (branch) services.
- Ensure that a functioning and agreed upon invoicing - payment process is in place.
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