Internal Account Manager

Evolve Personnel; Tipton; On-site; GBP 35,000 - 48,000; Full time

Job summary

Evolve Personnel seeks an Internal Account Manager to grow and manage a portfolio of existing client relationships in a fast-paced environment. You will identify opportunities to upsell, coordinate with internal teams, and drive customer retention.

You will conduct proactive account reviews, respond to inquiries, and ensure timely quotations and project execution while maintaining strong communication with stakeholders.

Qualifications

• Proven experience in B2B sales or Account Management.
• Track record of meeting or exceeding targets.
• Ability to interpret data and identify trends.

Responsibilities

• Manage a portfolio of existing accounts and maximise sales opportunities.
• Conduct proactive account reviews and quarterly business reviews.
• Identify re-engagement opportunities for down-trading and dormant accounts.
• Upsell and cross-sell based on product trends and customer needs.
• Coordinate with Sales Directors and Marketing for campaigns and quotes.
• Ensure CRM records are accurate with detailed account notes.

Skills

Account Management

B2B sales

Sales targets

CRM Salesforce

Communication

Data analysis

Tools

Salesforce

Job description

We are seeking a dynamic and proactive Internal Account Manager to join our team and drive the growth of our client relationships. In this role, you will be responsible for managing and developing existing customer accounts and identifying new opportunities to win new business. You will be focussed on building customer relationships increasing sales and improving retention.

Responsibilities

• Manage a portfolio of existing customer accounts, maintaining regular contact to build strong relationships and maximise sales opportunities.
• Carry out proactive account management calls and quarterly account reviews.
• Identify and re-engage down-trading and dormant accounts to recover lost business.
• Monitor customer purchasing patterns and product trends to identify opportunities for upselling and cross-selling.
• Develop new business opportunities within existing industries and customer sectors.
• Handle customer enquiries professionally from initial contact through to order completion.
• Prepare and manage quotation requests, ensuring timely follow-up and conversion.
• Oversee customer projects from enquiry through to completion, providing regular updates and ensuring customer satisfaction.
• Work closely with the Sales Directors and Sales & Office Manager to achieve sales targets and business objectives.
• Collaborate with internal departments to ensure orders, quotations, and projects are processed efficiently.
• Liaise closely with the Marketing team to develop customer-focused marketing campaigns and promotional activity.
• Request and coordinate marketing materials, product literature, brochures, email campaigns, and promotional content tailored to your customer accounts.
• Identify opportunities for targeted marketing campaigns based on customer feedback, buying trends, new product launches, and account management activity.
• Ensure CRM systems and customer records are maintained accurately with detailed account notes and follow-up actions.
• Resolve customer issues promptly, providing a high level of customer service at all times.
• Maintain a proactive approach to customer retention and continuous account growth.

Requirements

• Proven experience in B2B sales or Account Management with a track record of meeting or exceeding targets
• Strong analysis skills to interpret data, identify trends, and develop strategic plans
• Proficiency in Salesforce or similar CRM platforms for managing client information and sales pipelines
• Excellent communication skills able to negotiate effectively, and build rapport with customers
• Ability to manage multiple accounts simultaneously while maintaining attention to detail
• A proactive attitude with enthusiasm for continuous learning and professional growth

Join us as an Internal Account Manager where your energy, strategic thinking, and leadership will drive success!