UNITED DIRECT SOLUTIONS
Job Description
Job Title: Account Manager
Department: Client Services
Reports To: Client Services Manager
FLSA Status: Exempt
Prepared By: Andria Reynolds
SUMMARY
Provide excellent service and build relationships with our clients while coordinating with the Sales team and other departments to maintain exceptional delivery of services and products.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Provide client assistance to the assigned client base by phone, written correspondence, and/or in person as required or requested.
• Communicate and provide assistance to production personnel to ensure timely and correct processing of client job orders.
• Attend daily operations meetings to monitor and provide information essential to processing client job orders.
• Assist the Sales Executive with client relations before, during, and after sales.
• Work closely with the Sales Executive regarding the daily production schedule of activities and inform them about issues regarding clients.
• Consults independently with clients regarding the design and processing of mail pieces within an established timeframe.
• Process and enter estimates for assigned client base and new prospects.
• Process and enter incoming job orders for assigned client base and new prospects.
• Monitor and follow up on client job order processing with production personnel.
• Sign off and approve production job packets for order processing.
• Sign off and approve job orders for invoicing.
• Based on job specifications, can identify estimates or job orders that need modified pricing with approval from Client Services Manager, Procurement Manager or upper management.
• Authorized to create purchase orders and make purchases following a defined purchasing process.
• Follow Client Service initiative programs with the intent to build relationships and grow business. Must have purchases approved by the Client Services Manager and adhere to reporting procedures to measure effectiveness of program.
• Schedule and lead monthly/quarterly/bi-annual/annual client meetings as requested by client or Sales Executive.
o The Client Services Manager or Client Service Supervisor may attend.
o The Client Services Manager or Client Service Supervisor must attend a Quarterly Business Review.
• Schedule and lead internal Kick Off Meetings as defined by Kick Off process.
• Schedule and lead lunch/dinner outings with Client.
• Mentor CSR’s as needed.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
Successful completion of MDP test. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Must be proficient in Microsoft Office, with emphases on Excel, Word, and Outlook. Must have a strong knowledge and understanding of the company and industry to include the following:
• Bindery Process
• Store Front
• Data Service Functions
• Estimating
• Presort
• Digital Print Processes
• Inserting Capabilities
• Inkjet / Tab Process
• Proofing
• USPS Regulations
• Prepress (graphics, artwork, and composition)
• Paper & Envelopes
• Inventory Management
• Ability to train others
The requirements listed above represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
EDUCATION/EXPERIENCE
Associate’s degree (A. A.) or equivalent from two-year college or technical school; or three to eight years of experience in client services area; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, co-workers, clients, and the general public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
REASONING ABILITY
Ability to solve practical problems and deal with various concrete variables in situations with limited standardization. Ability to interpret various instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS
The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.