Account Executive

OUTFORM; Hart; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global innovation agency seeks an accomplished Account Executive to support the Account Director in managing administrative tasks. This role requires significant experience, proactive initiative, and the ability to handle multiple projects efficiently, alongside client interactions and managing ERP systems.

Benefits

5% company pension contribution

Private healthcare and Medicash plan

DIS insurance

27 days holiday

Qualifications

• Minimum 5 years' experience in a similar role, ideally in manufacturing.
• High initiative with the ability to work autonomously.
• Skilled in managing multiple projects and quick turnaround deadlines.

Responsibilities

• Manage client calls and maintain project information.
• Create and update spreadsheets for various projects.
• Convert quotes into sales orders and manage delivery dates.

Skills

Proactivity

Attention to detail

Client facing skills

Tools

ERP systems

Advanced Excel

Monday.com

Job description

The Company

The Outform Group is an award-winning global innovation agency. We partner with some of the best-known brands and retailers worldwide to transform customer experience through insight, technology, and creativity. Our dream is to be revered as the agency shaping the Future of Retail, and in EMEA and we have ambitious plans for growth.

The Opportunity

We are looking for an accomplished Account Executive to join our team and share our spirit – Dare to Innovate. We have a strong entrepreneurial ambition, and our people must be proactive and agile collaborators. This role will support the Account Director and team.

The Role:

Responsible for managing the administrative and compliance within the team. A strong knowledge of IT including advanced excel and attention to detail.

Job Title: Account Executive

Reporting to: Account Director

Location: Fleet, UK

Hours of Work: 9am – 5.30pm 37.5 hours per week.

Key Responsibilities

• Create, update and maintain spreadsheets and project information
• Managing client calls via Teams/telephone
• Maintaining ERP project status – Draft, Live, Complete
• Set up all client projects – Priority, Sharepoint, Monday.com
• Quotes – convert account director’s Excel quotation/pricing document into Sales Estimate within Sugar for approval and ERP Quote for submission to client
• Convert quotes to sales order once quote approved
• Updating delivery dates within ERP to reflect real world changes to delivery schedules from PM – tying into bi-weekly invoice update meeting
• Pulling relevant reports to proactively track changes of data within ERP. E.g project completion/sales orders being invoiced.
• Manage online portal, including updating product information, receiving new client orders, etc.
• Creation of artwork maps
• Running bi-weekly invoice calls to ensure invoicing dates are accurate.
• Provide support in chasing PMs for costings, CPAs
• Creating commercial invoices and packing lists
• Collating monthly invoice data for client records

Key Skills and Experience

Minimum 5 years’ experience in a similar role, ideally a manufacturing industry.

High level of initiative and proactivity with the ability to work autonomously and balance multiple projects while meeting quick turn-around deadlines. Knowledge of ERP systems, advanced excel and good client facing skills.

Benefits: 5% company pension contribution, Private healthcare and Medicash plan, DIS insurance, 27 days holiday