Account Manager

Kellermeyer Bergensons Services, LLC; Oceanside (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Kellermeyer Bergensons Services, LLC in Oceanside, CA is seeking an Account Manager to lead relationships with existing and newly acquired clients. You will serve as the primary point of contact, ensuring satisfaction, retention, and growth, while onboarding new clients and identifying sales opportunities.

This role requires collaboration with Sales, operations, and onboarding teams to ensure smooth handoffs, timely responses, and proactive account planning.

Qualifications

• 2–5 years client relationship management or similar role
• Experience with MS Word, Outlook, Excel, and PowerPoint
• Experience in the facilities industry
• Knowledge of janitorial services
• Experience working with C-suite and Director level clients
• Strong communication and active listening
• Excellent organization and time management
• Critical thinking and problem solving

Responsibilities

• Serve as the primary contact for assigned clients to maintain relationships
• Manage key accounts focusing on growth, retention and satisfaction
• Identify upsell and cross-sell opportunities to maximize sales
• Assist in development and execution of sales and account growth strategies
• Coordinate with Sales and onboarding team for smooth transition to account management
• Address client inquiries promptly and professionally
• Escalate complex service issues as needed
• Maintain client information in CRM systems
• Monitor account performance against goals and report to management
• Visit client sites to review scope of work and build relationships
• Prepare Quarterly Business Reviews using PowerPoint for each assigned customer

Skills

Client relationship management

Strong communication

Active listening

Organization

Time management

Education

Bachelor’s degree or equivalent experience

Tools

MS Word

Outlook

Excel

PowerPoint

Job description

Position Summary

The Account Manager is responsible for managing and nurturing relationships with both existing and newly acquired clients. This role serves as the primary point of contact for assigned accounts, ensuring high levels of client satisfaction, account retention, and growth. The manager also plays a key role in onboarding new clients, identifying sales opportunities, and aligning client needs with company offerings.

Essential Duties and Responsibilities

• Serve as the primary point of contact for assigned clients, maintaining strong, positive relationships.
• Manage key accounts, focusing on account growth, retention, and satisfaction.
• Identify and pursue upselling and cross-selling opportunities to maximize sales potential.
• Assist in the development and execution of sales and account growth strategies.
• Work with Sales and onboarding team to ensure a smooth transition from sales to account management.
• Address client inquiries and service needs promptly and professionally.
• Escalate complex service issues or high-value opportunities to senior staff or specialized departments as necessary.
• Ensure that client information is accurately maintained in CRM systems.
• Monitor account performance against goals and report regularly to management.
• Monitor and analyze client KPIs, working with Operations to develop and manage Corrective Action Plans as required.
• Regularly visit client site locations to review scope of work execution and build client relationships, aligned to the strategic account plans and escalations/action plans as required
• Work with manager to complete Quarterly Business Reviews using Powerpoint for each assigned customer

Qualifications

• 2-5 years client relationship management, account management, or a similar customer-facing role
• Proficient with MS Word, Outlook, Excel and PowerPoint
• Experience in the facilities indusry
• Knowledge of janitorial services
• Worked with C-suite and Director level clients
• Strong communication skills;active listener
• Experience building customer relationships
• Strong organization and time management skills
• Critical thinking, problem solving skills, and ability to drive change

Education

• Bachelor’s degree or equivalent experience required

Travel

• up to 25% Nationwide

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