Account Representative

PointHaus Group; Coral Gables (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

PointHaus Group Inc is seeking an account representative to serve as the primary link between the company and its clients, managing existing accounts and securing new business.

You will build relationships, understand client needs, deliver quotes and presentations, collaborate with teams, and seek upsell opportunities, while maintaining CRM records.

Qualifications

• Excellent communication and relationship-building skills.
• Strong organizational skills and attention to detail.
• A proactive, problem-solving mindset and ability to work independently.
• Experience in account management, sales, or customer service (1–3 years preferred).

Responsibilities

• Serve as the primary point of contact for assigned client accounts.
• Build and maintain strong, long-term relationships with customers.
• Understand client needs and provide tailored solutions to meet their goals.
• Prepare and deliver quotes, proposals, and presentations.
• Collaborate with internal teams (sales, operations, customer service) to ensure seamless client experiences.
• Identify opportunities to upsell or cross-sell products and services.
• Track account activity and maintain accurate records in CRM software.

Skills

Relationship-building

Communication

Organization

Problem-solving

Independent work

Job description

An account representative at PointHaus Group Inc acts as the primary link between a company and its clients, managing existing accounts, securing new business, and ensuring customer satisfaction

What You’ll Do:

• Serve as the primary point of contact for assigned client accounts.
• Build and maintain strong, long-term relationships with customers.
• Understand client needs and provide tailored solutions to meet their goals.
• Prepare and deliver quotes, proposals, and presentations.
• Collaborate with internal teams (sales, operations, customer service) to ensure seamless client experiences.
• Identify opportunities to upsell or cross-sell products and services.
• Track account activity and maintain accurate records in CRM software.

What We’re Looking For:

• Excellent communication and relationship-building skills.
• Strong organizational skills and attention to detail.
• A proactive, problem-solving mindset and ability to work independently.
• Experience in account management, sales, or customer service (1–3 years preferred).