Account Manager

Insidesource; San Francisco (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Insidesource is seeking an Account Manager in San Francisco to manage client accounts and project teams from scope through delivery. You will deliver tailored solutions, maintain strong client relationships, and drive revenue and margin goals across the project lifecycle.

You will lead cross-functional teams, coordinate with designers, PMs, and vendors, and ensure exceptional client experiences while meeting annual sales targets and delivering on commitments.

Qualifications

• Account management experience in the contract furniture industry required.
• Experience working on RFPs.
• Product knowledge and product specification experience.
• Ability to lead and inspire cross functional players.
• Eye for design and layout of marketing materials.
• Solid skills in copy-editing, grammar, spelling, and punctuation.
• Proficiency in Microsoft Office (Excel, Teams, Word, Outlook, Power Point).
• Proficiency in Adobe Systems (Photoshop, InDesign) CORE, Hubspot, Miro, or willingness to learn quickly.
• Understanding of the complexities and sophistication required to thrive in the dealer environment.
• Fluid interpersonal skills to interact effectively with a wide range of customers, vendors, personnel, and departments.
• Ability to see the big picture and integrate into day-to-day tasks and activities.
• Excellent and effective oral and written communication.
• Prior experience successfully managing multiple projects simultaneously in a fast-paced work environment.
• Excellent analytical and problem-solving skills.
• Strong organizational and administrative skills
• Experience in customer service required.
• Demonstrated commitment to professionalism, integrity, and sound judgment in business transactions, and to providing the highest level of customer satisfaction.

Responsibilities

• Develop and nurture client relationships to increase revenue opportunities and profitability.
• Maintain understanding of client needs and satisfaction criteria.
• Act as single point of contact for coordination and execution of Insidesource activities.
• Oversee performance of account/project teams.
• Ensure end-to-end client experience and satisfaction.
• Provide timely responses to product and service requests.
• Generate weekly status reports.
• Coordinate with third-party influencers for client projects.
• Enter and maintain sales forecast in CRM.
• Respond to information, pricing and service requests; lead RFP responses as needed.
• Develop plans, specifications, quotes; present to customer.
• Develop and execute service contracts and SLAs.
• Close sales with signed proposals and deposits; manage changes in scope.
• Oversee project implementation and logistics; manage teams.

Tools

Adobe Photoshop

Adobe InDesign

Hubspot

Miro

MS Office (Excel, Teams, Word, Outlook, PowerPoint)

Copy-editing & communication

Project management

Account management

RFPs

Design/layout eye

Cross-functional leadership

Customer service

Negotiation & closing

Job description

By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to “unleash human and business potential.” We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.

Job Summary

The Account Manager manages accounts and project teams in support of all project and daily work activities, from scope development through task or project completion. With a highly consultative approach, they deliver tailored solutions and full client satisfaction throughout the entire project lifecycle, and build strong, sustainable customer relationships. They are responsible for meeting agreed upon revenue and margin goals.

Essential Duties and Responsibilities:

• Develop and nurture client relationships in support of building trust, aligning business requirements, and increasing revenue opportunities and profitability.
• Maintain comprehensive understanding of client needs, goals, business practices and satisfaction/performance criteria.
• Act as single point of contact for coordination and execution of Insidesource activities (ie. Pre- and post-sale).
• Responsible for overall performance of Insidesource account / project teams (sales support, design, project management and field service teams).
• Accountable for end-to-end client experience and satisfaction.
• Provide timely response to customer requests for products, services, and information.
• Ensure generation of weekly status reports.
• Responsible for relevant third-party influencers - contractors, A&D and PM firms, etc. - in relation to client account/projects.

Sales, Project, and Work Order Management

• Enter and maintain sales forecast in CRM.
• Partner with New Business Development/Account Executives to respond to requests for information, pricing and/or services; lead RFP response as needed.
• With support from Insidesource teams, produce plans, develop specifications, generate detailed and accurate quotes, and present to customer in timely manner.
• Develop and execute service contracts and service level agreements.
• Deliver responsible close of sale requirements by obtaining signed proposals, terms and conditions, customer purchase orders, and deposits.
• Ensure obstacles and/or changes in scope are identified, documented, and resolved, and ensure client and Insidesource satisfaction throughout project lifecycle.
• Oversee and direct Insidesource implementation of all client projects, work orders, and service requests.
• Review and/or establish work plans, schedules, and logistics.
• Oversee work of all team members, including designers, project managers, account coordinators, delivery, and installation crews.
• Provide (and prepare, if required) project and work order status reports.
• Attend project and construction meetings as required.
• Provide exceptional leadership and communication to customer and internal teams.
• Achievement of annual sales goals as established by Manager.

Leadership and Professional Development

• Manage positive and productive interactions of internal and external teams, including collaboration with subcontractors and manufacturers.
• Manage workload of internal teams to ensure activities are appropriately balanced and supported.
• Provide mentorship and encourage growth and development of team members.
• Participation in weekly Sales Meetings and Monthly Staff Meetings.
• Regular attendance at industry events.

Insidesource Core Responsibilities

• Exemplify Insidesource values of Team First, Client Led, Change Makers, Experience Focused.
• Participate in All Company Meetings and Regional Town Halls.
• Embody diversity, equity, and inclusion in our Insider community and business practices.

Supervisory Responsibilities

None

Skills, Knowledge, Experience Required

• Account Management experience in the contract furniture industry required.
• Experience working on RFPs.
• Product knowledge and product specification experience.
• Ability to lead and inspire cross functional players.
• Eye for design and layout of marketing materials.
• Solid skills in copy-editing, grammar, spelling, and punctuation.
• Proficiency in Microsoft Office (Excel, Teams, Word, Outlook, Power Point).
• Proficiency in Adobe Systems (Photoshop, InDesign) CORE, Hubspot, Miro, or willingness to learn quickly.
• Understanding of the complexities and sophistication required to thrive in the dealer environment.
• Fluid interpersonal skills to interact effectively with a wide range of customers, vendors, personnel, and departments.
• Ability to see the big picture and integrate into day-to-day tasks and activities.
• Excellent and effective oral and written communication.
• Prior experience successfully managing multiple projects simultaneously in a fast-paced work environment.
• Excellent analytical and problem-solving skills.
• Strong organizational and administrative skills
• Experience in customer service required.
• Demonstrated commitment to professionalism, integrity, and sound judgment in business transactions, and to providing the highest level of customer satisfaction.

The anticipated salary range for this role is $80K-110K. Actual compensation will be determined based on factors such as experience, skills, qualifications, and internal equity.