Account Manager

Envision, Inc.; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Amazing 401K Retirement Plan.

Careers with purpose.

Teamwork environment.

Envision Paid Life Insurance.

Medical, Dental, Vision, FSA Plans.

10 Paid Holidays.

PTO & Vacation.

Tuition Reimbursement.

Job summary

Envision, Inc. is seeking an Account Manager to manage and grow a defined portfolio of customer accounts. You will serve as the primary contact, ensuring client satisfaction, retention, and long-term relationship growth by understanding needs and aligning Envision’s products and services.

The role emphasizes building strong relationships, coordinating with cross-functional teams, and providing tailored solutions to clients in an industrial setting.

Qualifications

• High school diploma or equivalent required.
• 1-3 years of customer service experience in an industrial environment.

Responsibilities

• Primary point of contact for assigned customer accounts.
• Build and maintain strong, long-term client relationships.
• Understand each customer’s business objectives and provide tailored solutions.
• Manage account onboarding, ongoing support, and renewals.
• Coordinate with internal teams to ensure timely, accurate delivery of products or services.
• Monitor account performance, usage, and satisfaction levels.
• Identify opportunities for account growth, upselling, and cross-selling.
• Prepare and present account reviews, reports, and recommendations.
• Resolve customer issues and escalation to ensure timely resolution.
• Maintain accurate account records in ERP, CRM, and other internal systems.

Skills

Strong communication

Problem-solving

Interpersonal skills

Analytical skills

Microsoft Office

Microsoft Dynamics AX

Education

High school diploma or equivalent

Tools

Microsoft Dynamics AX

Microsoft Office

Job description

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference.

We Offer Team Members

• Amazing 401K Retirement Plan.
• Careers with purpose.
• Teamwork environment.
• Amazing 401K Retirement Plan.
• Envision Paid Life Insurance.
• Medical, Dental, Vision, FSA Plans.
• 10 Paid Holidays.
• PTO & Vacation.
• Tuition Reimbursement.

Position Summary

Manage and grow a defined portfolio of customer accounts. Serves as a primary point of contact for assigned clients, ensuring satisfaction, retention, and long-term relationship growth by understanding customer needs and aligning company products or services to meet those needs.

Key Responsibilities/Essential Functions Include

• Primary point of contact for assigned customer accounts.
• Build and maintain strong, long-term client relationships.
• Understand each customer’s business objectives and provide tailored solutions.
• Manage account onboarding, ongoing support, and renewals.
• Coordinate with internal teams (e.g. sales, operations, customer support, finance) to ensure timely accurate delivery of products or services.
• Monitor account performance, usage, and satisfaction levels.
• Identify opportunities for account growth, upselling, and cross-selling.
• Prepare and present account reviews, reports, and recommendations.
• Resolve customer issues and escale concerns as needed to ensure timely resolution.
• Maintain accurate account records in ERP, CRM, and other internal systems.

Job Qualifications

Education:

High school diploma or equivalent, required.

Experience

• 1-3 years of customer service experience in an industrial industry.

Knowledge/Skills

• Strong communication, problem-solving, and interpersonal skills.
• Strong analytical skills.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with Microsoft Dynamics AX preferred.
• Ability to manage multiple priorities and meet deadlines.

Supervisory Responsibilities

Total Number of Employees Directly Supervising: 0

Number of Subordinate Supervisors Reporting to Position: 0

Vision Requirements Include

Can be performed with or without assistive technology: Required to perform activities such as: preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact.

___ Required to perform activities such as: operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery.

___ Required to review/inspect own assigned work, the work of others, or facilities or structures.

Requires Normal (or Corrected To Normal) Vision/acuity

___ Required to operate motor vehicles and/or heavy equipment such as forklifts.

Comments

Envision, Inc. is an Equal Opportunity Employer and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply.

Envision, Inc. employs and advances in employment individuals with disabilities and protected veterans, and does not discriminate on the basis of disability or veteran status in its hiring or employment practices.

Reasonable accommodations are available to enable individuals with disabilities to perform the essential functions of a position.