Account Manager Assistant

CIO Landing, Inc.; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

CIO Landing, Inc. is seeking a proactive proposals specialist to support AM and Professional Services.

You will create and maintain proposal templates, assemble hardware, software, and service proposals, and research IT solutions with input from cross-functional teams. In this role you will manage vendor relationships, oversee license lifecycles, coordinate project tasks, prepare client review materials, and provide account management for small clients.

Qualifications

• A business-related degree is required.
• Vendor-related sales certifications preferred.
• Basic knowledge of IT sales, hardware, software, and accounting systems.
• Strong organizational, project management, and prioritization skills.
• Excellent written and verbal communication.
• Problem-solving and self-learning abilities.
• Customer service mindset with growth orientation.
• Able to work independently and collaboratively.
• Attention to detail, confidentiality, and professionalism.
• Sense of urgency and delivery of quality results.

Responsibilities

• Create and maintain proposal templates.
• Prepare hardware, software, and service proposals.
• Research solutions with input from other teams.
• Manage orders and vendor relationships.
• Oversee license lifecycle: purchase, renewal, and expiration.
• Plan, coordinate, and track project tasks and deliverables.
• Prepare content for client review meetings (TBRs), coordinate schedules, and follow up on action items.
• Provide account management for small clients.
• Analyze quote pricing vs. competitors to optimize margins.
• Keep internal systems and tickets updated, assist with scheduling technicians and AM meetings.
• Ensure project documentation and files are accurate and organized.
• Deliver results on a timely basis.
• Assist with training and mentoring of team members.
• Stay current with IT and industry trends.
• Follow and promote company policies, procedures, and safety standards.

Skills

Business degree

Vendor certifications

IT sales knowledge

Organizational skills

Project management

Communication

Problem solving

Customer service

Independent working

Team collaboration

Attention to detail

Confidentiality

Delivery urgency

Education

Bachelor's degree in business

Tools

CRM systems

Accounting software

Job description

POSITION OBJECTIVE

Research solutions, required materials, and business impact to support AM and Professional Services in creating accurate proposals that drive customer success.

KEY RESPONSIBILITIES

Create and maintain proposal templates. Prepare hardware, software, and service proposals for clients. Research solutions with input from other teams. Manage orders and relationships with vendors/distributors. Oversee license lifecycle: purchase, renewal, and expiration. Plan, coordinate, and track project tasks and deliverables. Prepare content for client review meetings (TBRs), coordinate schedules, and follow up on action items. Provide account management for small clients. Analyze quote pricing vs. competitors to optimize margins. Keep internal systems and tickets updated, assist with scheduling technicians and AM meetings. Ensure project documentation and files are accurate and organized. Deliver results on a timely basis. Assist with training and mentoring of team members. Stay current with IT and industry trends. Follow and promote company policies, procedures, and safety standards.

QUALIFICATIONS & SKILLS

Degree in a business-related field. Vendor-related sales certifications (preferred). Basic knowledge of IT sales processes, hardware, software, and accounting systems (technical expertise not required). Strong organizational, project management, and prioritization skills. Excellent written and verbal communication. Problem-solving and self-learning abilities. Customer service and growth mindset. Ability to work independently and collaboratively. Attention to detail, confidentiality, and professionalism. Sense of urgency and delivery of quality results.

KEY PERFORMANCE INDICATORS (KPIs)

Proposal Quality: Accuracy, completeness, and timely delivery. Order Management: Correct and efficient order processing. Vendor Management: Strong relationships and improved wholesale pricing. Financial Accuracy: Invoicing and accounts receivable aligned with company standards. Gross Margin: Consistent and satisfactory across all proposals. Client & Team Satisfaction: Positive feedback and relationships. Goal Achievement: Meeting targets set by Director and Operations Manager. Compliance: Following company policies and safety standards.

Originally posted on Himalayas