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Account Manager

Company: TRC Staffing
Location: Alpharetta
Posted on: October 5, 2021

Job Description:

Overview: The Account Manager will manage sales efforts and ensure that customers have ongoing support for estimates, orders & implementations. The Account Manager will provide both pre-sales support and continuous customer success functions. The Account Manager will be responsible for clearly understanding & communicating our corporate capabilities & offerings, communicating with customers, generating estimates in the NetSuite ERP software, leading Video Zoom meetings & assisting with order management and implementation.

Key Responsibilities:

  • Lead weekly or monthly business reviews via Video Conferencing (Zoom). Prepare agenda & presentation material including customer account review of orders &repairs. Discuss business objective and goals for the upcoming quarter with forecasting and projections.
  • Own all interaction with both current and prospective clients
  • Engage sales with customer cross-sell opportunities uncovered
  • Generate estimates and enter customer details in NetSuite ERP system
  • Ensure successful customer onboarding and solution adoption
  • Assist with order management; project manage & ensure operations is within expected SLAs (order processing status/shipping status/delivery status) and communications are sent to customers throughout the process
  • Respond to prospect and customer issues/concerns and coordinate escalation of issues with operations and leadership
  • Work closely with operations/leadership to ensure that problems are resolved, and resolution is communicated to appropriate customer contacts
  • Consistently communicate with current clients to maintain high levels of client engagement and help ensure long term success
  • Identify areas of client concern and raise attention to clients who may be “at-risk.”
  • Identify opportunities to improve customer-facing tools, documentation, and training materials
  • Understand customers objectives, needs & become an expert at the solutions they provide both internally & externally


  • 3+ years experience in account management, client success, or pre-sales support
  • 1-3 years experience in information technology (IT), OEM sales/support, Managed Services, reseller services or carrier solutions
  • Proficient with Microsoft Office Suite: Word, Excel, PowerPoint, NetSuite
  • Background or knowledge of the healthcare industry, helpful but not necessary.

Keywords: TRC Staffing, Alpharetta , Account Manager, Other , Alpharetta, Georgia

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