Overview
The
Account Manager
is a highly visible, customer-facing leader responsible for building, strengthening, and expanding strategic relationships across assigned accounts. This role blends relationship management, business development, field engagement, and operational excellence to ensure clients receive exceptional service, proactive communication, and solutions aligned to their organizational goals.
The Account Manager acts as the primary liaison between higher education customers, procurement teams, and supplier partners, ensuring program performance, catalog adoption, issue resolution, and value delivery. Success requires a balance of strong presentation skills, analytical thinking, polished presence, and the ability to travel for onsite meetings, vendor shows, and customer events.
Key Responsibilities 1. Customer Relationship Management & Growth
Serve as the primary point of contact for assigned accounts, cultivating strong, long-term relationships with key stakeholders.
Maintain regular customer outreach, ensuring proactive communication, program engagement, and timely issue resolution.
Understand customer goals, purchasing trends, and organizational dynamics to identify growth opportunities.
Support customer adoption of punchout catalogs, system integrations, B2B testing, and new program features.
2. Business Development & Account Expansion
Expand existing accounts by identifying unmet needs, additional product opportunities, and service enhancements.
Develop and execute account plans focused on retention, growth, and customer value creation.
Coordinate with internal teams to build custom solutions tailored to customer requirements.
Assist in onboarding new customers and ensuring a smooth transition through detailed setup and engagement planning.
3. Business Reviews & Executive-Level Presentations
Design, refine, and deliver high-impact business review presentations that clearly communicate performance, ROI, spend insights, and expansion opportunities.
Coordinate scheduling, logistics, and preparation for quarterly and annual business review meetings (onsite and virtual).
Facilitate cross-functional discussions with internal stakeholders and supplier partners to address customer needs and opportunities.
4. Field Engagement, Travel & Vendor Events
Represent the company at vendor shows, customer events, and industry conferences, serving as a polished and knowledgeable brand ambassador.
Meet regularly with customers onsite across the region, approximately 40% travel required.
Engage with faculty, staff, procurement teams, and administrative leaders to promote program visibility, adoption, and partnership.
5. Operational & Administrative Excellence
Ensure accuracy in account data, meeting notes, customer records, and CRM tracking.
Support order management activities, including error resolution, returns assistance, renewals, and service agreement support.
Communicate progress on monthly, quarterly, and annual initiatives to customers and internal leadership.
Collaborate with Customer Service, Accounting, Integration, and Supplier teams to ensure seamless customer experience.
6. Reporting & Performance Tracking
Analyze sales trends, customer spend, program adoption metrics, and account performance.
Prepare dashboards, reports, and recommendations to provide insights into revenue growth, customer engagement, and risk areas.
Maintain detailed activity logs and performance KPIs for leadership review.
7. Content, Marketing & Professional Branding
Share field insights, customer highlights, and event updates on LinkedIn to enhance customer engagement and brand visibility.
Provide photos, stories, and event content to support marketing and customer success initiatives.
Key Performance Indicators (KPIs)
Customer retention and satisfaction rates.
Growth of existing accounts and acquisition of new business.
Timeliness and effectiveness in addressing customer inquiries and resolving issues.
Successful execution of client meetings, reviews, and events.
Required Skills & Qualifications Education & Experience
Bachelor’s degree in Business, Marketing, Supply Chain, or related field preferred.
5+ years of experience in account management, customer success, procurement, field marketing, or similar roles.
Strong track record of managing multiple customers and delivering growth.
Technical Skills
Proficiency with PowerPoint, Excel, Outlook, Teams/Zoom, and CRM systems.
Experience creating and delivering executive-level presentations.
Familiarity with higher education, purchasing workflows, or procurement environments a plus.
Soft Skills & Attributes
Exceptional verbal and written communication skills with polished executive presence.
Strong organizational and time-management capabilities.
Creative mindset with the ability to contribute to marketing and customer engagement activities.
Self-motivated, accountable, and comfortable working in fast-paced, customer-facing environments.
Collaborative team player who builds trust with internal and external stakeholders.
Working Conditions & Travel
On-site role with significant travel (up to 40%) to customer locations across Texas.
Flexibility to adjust schedule to meet customer needs, vendor events, and peak business cycles.
#J-18808-Ljbffr
Account Manager
is a highly visible, customer-facing leader responsible for building, strengthening, and expanding strategic relationships across assigned accounts. This role blends relationship management, business development, field engagement, and operational excellence to ensure clients receive exceptional service, proactive communication, and solutions aligned to their organizational goals.
The Account Manager acts as the primary liaison between higher education customers, procurement teams, and supplier partners, ensuring program performance, catalog adoption, issue resolution, and value delivery. Success requires a balance of strong presentation skills, analytical thinking, polished presence, and the ability to travel for onsite meetings, vendor shows, and customer events.
Key Responsibilities 1. Customer Relationship Management & Growth
Serve as the primary point of contact for assigned accounts, cultivating strong, long-term relationships with key stakeholders.
Maintain regular customer outreach, ensuring proactive communication, program engagement, and timely issue resolution.
Understand customer goals, purchasing trends, and organizational dynamics to identify growth opportunities.
Support customer adoption of punchout catalogs, system integrations, B2B testing, and new program features.
2. Business Development & Account Expansion
Expand existing accounts by identifying unmet needs, additional product opportunities, and service enhancements.
Develop and execute account plans focused on retention, growth, and customer value creation.
Coordinate with internal teams to build custom solutions tailored to customer requirements.
Assist in onboarding new customers and ensuring a smooth transition through detailed setup and engagement planning.
3. Business Reviews & Executive-Level Presentations
Design, refine, and deliver high-impact business review presentations that clearly communicate performance, ROI, spend insights, and expansion opportunities.
Coordinate scheduling, logistics, and preparation for quarterly and annual business review meetings (onsite and virtual).
Facilitate cross-functional discussions with internal stakeholders and supplier partners to address customer needs and opportunities.
4. Field Engagement, Travel & Vendor Events
Represent the company at vendor shows, customer events, and industry conferences, serving as a polished and knowledgeable brand ambassador.
Meet regularly with customers onsite across the region, approximately 40% travel required.
Engage with faculty, staff, procurement teams, and administrative leaders to promote program visibility, adoption, and partnership.
5. Operational & Administrative Excellence
Ensure accuracy in account data, meeting notes, customer records, and CRM tracking.
Support order management activities, including error resolution, returns assistance, renewals, and service agreement support.
Communicate progress on monthly, quarterly, and annual initiatives to customers and internal leadership.
Collaborate with Customer Service, Accounting, Integration, and Supplier teams to ensure seamless customer experience.
6. Reporting & Performance Tracking
Analyze sales trends, customer spend, program adoption metrics, and account performance.
Prepare dashboards, reports, and recommendations to provide insights into revenue growth, customer engagement, and risk areas.
Maintain detailed activity logs and performance KPIs for leadership review.
7. Content, Marketing & Professional Branding
Share field insights, customer highlights, and event updates on LinkedIn to enhance customer engagement and brand visibility.
Provide photos, stories, and event content to support marketing and customer success initiatives.
Key Performance Indicators (KPIs)
Customer retention and satisfaction rates.
Growth of existing accounts and acquisition of new business.
Timeliness and effectiveness in addressing customer inquiries and resolving issues.
Successful execution of client meetings, reviews, and events.
Required Skills & Qualifications Education & Experience
Bachelor’s degree in Business, Marketing, Supply Chain, or related field preferred.
5+ years of experience in account management, customer success, procurement, field marketing, or similar roles.
Strong track record of managing multiple customers and delivering growth.
Technical Skills
Proficiency with PowerPoint, Excel, Outlook, Teams/Zoom, and CRM systems.
Experience creating and delivering executive-level presentations.
Familiarity with higher education, purchasing workflows, or procurement environments a plus.
Soft Skills & Attributes
Exceptional verbal and written communication skills with polished executive presence.
Strong organizational and time-management capabilities.
Creative mindset with the ability to contribute to marketing and customer engagement activities.
Self-motivated, accountable, and comfortable working in fast-paced, customer-facing environments.
Collaborative team player who builds trust with internal and external stakeholders.
Working Conditions & Travel
On-site role with significant travel (up to 40%) to customer locations across Texas.
Flexibility to adjust schedule to meet customer needs, vendor events, and peak business cycles.
#J-18808-Ljbffr