Sales & Account Manager

Insperity; Burnsville (MN); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Life & disability insurance

Health savings account

Paid time off

Job summary

Insperity is seeking a Sales & Account Manager who will serve as the primary contact for clients throughout the sales process, qualify inquiries, coordinate proposals, and ensure seamless handoffs to the Project Manager. You will partner with Finance, Design, Production, Shipping and other departments, maintain accurate CRM records, and drive account growth while delivering exceptional client experiences.

The role reports to the President, supports marketing and business development efforts, and

Qualifications

• Bachelor’s degree in business, Marketing, Communications, or related field preferred.
• 5+ years in B2B sales or account management.
• 2+ years supervising a small team.
• Excellent written and verbal communication; organized and detail-oriented.

Responsibilities

• Qualify inquiries, gather project requirements, and maintain CRM records throughout the sales process.
• Develop and manage a pipeline, prepare proposals and quotes, and oversee invoicing and preflight information.
• Maintain regular communication with key accounts to identify repeat business and growth opportunities.
• Coach and support the Client Relations team, ensuring consistent communication and documentation standards.
• Partner with the Project Manager to ensure complete handoffs, pricing, approvals, timelines, and documentation.

Skills

B2B sales

Account management

Leadership

CRM proficiency

Communication

Cross-functional collaboration

Education

Bachelor’s degree

Tools

CRM systems

Job description

The Sales & Account Manager serves as a primary point of contact for clients throughout the sales process, ensuring inquiries are properly qualified, proposals are accurate, follow-ups are completed, and projects are fully prepared for handoff to the Project Manager. This position reports directly to the President and works closely with the Project Manager, Finance, Design, Production, Shipping, and other departments to ensure accurate information, clear communication, and seamless project execution.

Best-in-Class Benefits and Culture:

Our client values their employees’ time and effort. Their competitive compensation of $75,000 - $90,000 annually and extensive benefits package enhance their commitment to your success. Our client’s benefits package includes:

• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available
• Financial security: Life and disability insurance for added protection
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

To thrive/succeed as the Sales & Account Manager, you should have:

• Bachelor’s degree in business, Marketing, Communications, or a related field preferred; equivalent work experience will be considered.
• 5+ years of experience in B2B sales, account management, client relations, or a related customer-facing role, with experience managing relationships from initial inquiry through sale, handoff, or fulfillment.
• 2+ years of experience managing or supervising a small team, with strong leadership, coaching, accountability, and follow-through skills.
• Proven ability to manage multiple client relationships and sales opportunities simultaneously while maintaining a client-focused approach.
• Excellent written and verbal communication skills, with strong organization, attention to detail, problem-solving, and cross-functional collaboration abilities.
• Proficiency with CRM systems and experience maintaining accurate client and sales information; comfortable analyzing sales and performance metrics to identify opportunities for improvement.
• Understanding of basic marketing principles and how marketing activities support sales; experience in custom manufacturing, events, entertainment, advertising, creative production, or a similar project-based environment preferred.

Your responsibilities as the Sales & Account Manager will include:

• Lead the intake and qualification of new client inquiries, gathering accurate project requirements and maintaining detailed CRM records; manage client relationships throughout the sales process, serving as a primary point of contact from initial inquiry through production kickoff.
• Develop and maintain a pipeline of qualified opportunities, following up on proposals and open opportunities to drive conversions and account growth; prepare and oversee proposals, quotes, invoicing, and preflight information, ensuring accuracy before projects move into production.
• Maintain regular communication with key accounts to identify repeat business, referrals, and growth opportunities; serve as an escalation point for client concerns, resolving issues directly or coordinating with leadership as needed.
• Manage and support the Client Relations team through regular check-ins, coaching, training, and clear performance expectations; establish consistent client communication and documentation standards while fostering collaboration across Sales, Client Relations, Project Management, Finance, Design, Production, and Shipping.
• Partner with the Project Manager to ensure complete and accurate handoffs, including client requirements, pricing, approvals, timelines, and documentation.

Marketing & Business Development Support

• Provide client and sales insights to inform marketing strategies and identify new client acquisition opportunities.
• Share feedback on inquiry sources, market opportunities, and client trends with leadership.
• Coordinate with outside marketing resources as needed to support sales initiatives.

Reporting, CRM & Process Improvement

• Prepare weekly reports on inquiries, qualified leads, proposals, open opportunities, conversion rates, and team performance.
• Track client feedback and recurring trends to identify opportunities for improvement.
• Maintain and improve sales templates, scripts, checklists, CRM processes, and documentation standards.
• Monitor the accuracy and completeness of sales and client information prior to Project Management handoff.
• Identify recurring communication, documentation, or accuracy issues and implement practical improvements to enhance customer experience and sales efficiency.

Ready to turn client relationships into lasting partnerships? Bring your sales leadership, relationship-building skills, and passion for delivering an exceptional client experience to a role where your ideas, initiative, and leadership can make a real impact.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.