Account Manager

About The Role

Crown Information Management is seeking an Account Manager to join our Customer Management Team. This role focuses on strengthening relationships with current and previous customers, as well as developing relationships with new prospective clients, through proactive communication, consistent engagement, and sales follow-through. The Account Manager ensures every customer interaction reflects Crown’s commitment to reliable, secure, and customer-focused service.

What You’ll Do

Lead Management & Transactions

• Manage and process all leads associated with jobs of 20 boxes or less, including: Shred Nations, call-ins, in-house leads, web leads, and other sources assigned.
• Respond promptly to inbound calls and inquiries.
• Update repeat customer information (pricing, contact details, agreements).
• Convert “ready-to-go” customers into active services.
• Add and update new locations for in-house accounts.
• Handle all State Accounts within the standard contract scope. Note: Complex media/products and storage customers are referred to Account Executives.
  

Customer Relationship Management (CRM)

• Record all leads and interactions accurately in the CRM system.
• Schedule and maintain follow-up touchpoints to ensure consistent engagement.
• Manage customer communications, including newsletters, service updates, and marketing emails.
• Request customer referrals following completed services.
  
  

In-House Accounts

• Vet each customer on the in-house list (EZ Shred List and TR).
• Create, verify, and activate new accounts in the CRM system.
• Sell and renew shredding services to existing and potential customers.
• Maintain accurate and up-to-date account information and agreements.
• Add or remove locations and record follow-up details such as contract end dates and vendor information.
• Conduct system-wide price checks to ensure data accuracy.
  
  

Additional Responsibilities

• Support company initiatives to enhance customer satisfaction and retention.
• Collaborate with internal departments to deliver seamless service experiences.
• Participate in training, meetings, and process improvement discussions.
• Maintain detailed communication records for assigned accounts.
  
  

Preferred Experience

• Proven ability to build and maintain long-term client relationships
• Understanding of pricing, contracts, and customer onboarding processes