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Filterbuy

Business Account Manager

Filterbuy, South Gate, California, United States, 90280

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Overview Location:

Remote

(Utah and Southern California)

Duration:

Full-Time, Permanent

Salary:

$55k base salary + variable compensation equal to 1% of collected sales

Filterbuy, a leader in the air quality and manufacturing world, is seeking a Business Account Manager to manage relationships with clients, ensuring their needs are met, and driving the growth of business opportunities. This role typically involves overseeing a portfolio of clients, identifying new business prospects, and developing strategies to maintain and expand relationships.

Responsibilities Business Development

Responsible for developing and maintaining business account relationships, serving as the primary point of contact to grandfathered, existing accounts.

Regular proactive outreach to business customers via phone or email efforts

Ownership of necessary follow up communications

Communication

Monitor slack, email and phone for client outreach. (see “ General Responsibilities ” below for sample inquiries)

Responsible for responding to incoming inquiries pertaining to customer needs in a timely and professional manner

Responsible for maintaining a level of business, system, process and procedure knowledge to communicate consistently and cohesively

General Responsibilities

User dashboard log in assistance and navigation

Review order status and providing updates on estimated shipping dates

Maintaining a working knowledge of lead time expectations via regular and direct plant communication

Use available resources to provide accurate estimated ship date

Provide Shipping/Tracking information

Use resources available both internal and external to review tracking data

Provide Fedex proof of delivery

Maintain a working knowledge of how to navigate and understand Fedex shipping status updates and proof of delivery documentation

Account maintenance and updates including:

Changes to tax exempt status

30 day term eligibility, approval and status updates

Update account contact information

Manage payment methods

Answer basic billing questions Locating and providing receipts/invoices

Liaison between clients and Accounts Receivable team when necessary

Tax Exempt Documentation

Reseller certificates

Credit applications

Review and process Purchase Orders

Special Shipping Instructions

Returns/replacements/refunds

General troubleshooting and problem resolution

Manage Incoming communications to general email/chat/department phone

Route inquiries to appropriate Sales or BAM representative

Qualify and assign incoming leads

Internal Relationship Building

Develop and maintain internal relationships with various departments/business partners to include:

Direct management/supervisory team

Business Team Colleagues

Accounts Receivable and Upper Management/Chief Financial Officer

Residential Customer Experience and C.E. Management Team

Business Marketing Lead

Plant Supervisory team and other key personnel at all plants/distribution centers

IT/ Development Team

External Partner Relationship Building

Develop and maintain a working relationship with Fedex Partnership while upholding company standards and adhering to company policies/procedures

Access and use the Fedex Portal to communicate needs

Package Research

Delivery disputes/issues

Missing packages

Create and manage pick up requests

Shipping changes

Return to sender

Address corrections

Re-Route packages

Fedex delivery holds

Special instructions

Daily/Weekly Tasks

Update the wholesale production queue data daily for Business team (generally assigned to one party)

Update Pipedrive with all deals both open and closed

Maintain adequate records in Pipedrive adhering to the data integrity requirements and expectations

Monitor plant channels to for tracking data where necessary

Attend Weekly meetings where requested (subject to change)

Periodic One on One meetings

Periodic BAM departmental meetings

Weekly Sales Meeting

Required skills and qualifications

Working knowledge of air filters and HVAC systems

Comprehensive knowledge of Pipedrive

Comprehensive knowledge of Supplybuy

Comprehensive knowledge of Django Admin and Customer Dashboard

Thorough Knowledge of Gmail and email systems

General knowledge of Just Call

General knowledge of ZoomInfo

General knowledge of Google Suite

General knowledge of Microsoft 360

General knowledge of Adobe Acrobate

Excellent Interpersonal Skills

Effective verbal and written communication skills

Display empathy and courteousness

Ability to negotiate

Forward and strategic thinking

Professional and Polite demeanor

Display Integrity and Honesty

Rapport building capability

Time management

Self motivation and accountability

Ability to problem solve

Organizational skills

Flexibility/Resiliency to interruptions

Attention to detail and accuracy

Ability to Multi-Task

Comprehensive benefits package including health, dental, and vision insurance

Retirement savings plan with company match

Paid time off and holidays

Company Overview We are a leading ecommerce company with a mission to deliver high-quality products and exceptional customer experiences. As we continue to grow, we’re looking for a Business Account Manager to join our team.

Filterbuy provides equal employment opportunities to all employees and applicants for employment without regard to race,color, religion, sex, national origin, age, disability, genetics or any other legally protected category.

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