What are the responsibilities and job description for the ACCOUNT MANAGER position at The Trade Group?
JOB SUMMARY:
Performs in a capacity required for successful daily operations of the business. Provides comprehensive service to clients from point of quote creation and sale through invoicing. Ensures accurate completion of the project within the given time frame and budget. Ensures problem resolution process for all client issues is prompt and thorough.
ESSENTIAL FUNCTIONS:
- Ensure the coordination of new projects and complete the project within the client provided deadlines.
- Review and verify the sales agreement and backup documents including quotes, calendar/timelines, colors, approvals, and deposit. Information captured in NAVISION.
- Ensure quotes are obtained from approved vendors and apply markups for resale as needed.
- Rectify timelines with the sales consultant and immediately communicate the new/revised timeline when applicable both internally and externally
- Process order by updating Sales Quote to Sales Order, Work Orders for drawings and set up instructions as needed.
- Distribute accurate Orders to correct vendor/department.
- Collect confirmations from vendors including prices, delivery dates, colors, quantities, and shipping information.
- Monitor progress of project timelines with internal and external vendors.
- Confirm schedule for preview date and time.
- Verify and assist in collection of balance due prior to shipping.
- Attend client preview/training and complete any follow up on the project.
- Sales close each job and submit the order for invoicing.
- Maintain calendars of rental programs, maintain aging report and keep sales consultant apprised of goals regarding their monthly quota.
- Ensure client satisfaction as related to the Exhibit Management Program.
- Initiate customer service and/or sales-oriented contact with each EMP client at least once per quarter and follow through when necessary.
- Obtain quotes from approved vendors and apply markups for resale as needed.
- Provide proposals for Show Services including shipping, material handling, electrical, rigging, internet, cleaning, I&D labor, supervisions, any other reasonable service requested by client
- Collect 100% deposit on project before shipping.
- Reconcile each project when the exhibit returns from the show.
- Attend all departmental and Sales meetings.
- Learn TTG’s standard products, services, culture, and procedures.
- Perform administrative and maintenance duties as needed.
- Other duties as assigned
REQUIRED EDUCATION AND EXPERIENCE:
- Bachelor’s degree and at least 2-4 years of experience in sales support or account management.
- The position requires good, basic, clerical and administrative skills with emphasis on verbal and written communication skills (in English), good common sense; positive attitude; willingness to take initiative; and ability to maintain confidentiality.
- Ability to operate computer hardware and to work with and learn new software applications.
- Ability to express ideas clearly and concisely, in writing and verbally.
- Ability to work accurately and quickly under company deadlines.
- Cooperative, courteous, flexible and good natured.
- Conscientious, persistent, resourceful, productive and active.
- Must have the ability to exercise considerable judgment and discretion in establishing and maintaining good working relationships and deal with employees in an efficient and professional manner.
- Must have trade show experience
- Must have reliable transportation.
- Must have attention to detail and accuracy.
- Ability to prioritize and balance multiple tasks and commitment to meeting and exceeding deadlines and goals.
- Valid driver’s license.