Account Manager

Heritage Business Interiors
Calgary AB
11 days ago

Job Description

Job Summary

The Account Manager is responsible for managing and growing relationships with key clients. This role involves understanding client needs, providing tailored solutions and ensuring a high level of customer satisfaction. Working well with client project teams and internal teams to deliver on client projects.


Specific Responsibilities and Duties

Customer Relationship Management/Account Servicing

  • Build and maintain strong client relations to foster long term loyalty and repeat business
  • Serves as the primary point-of-contact for coordinating all dealer activities, services, orders and personnel for each assigned account
  • Provides timely response to customer’s requests for products, services and/or information
  • Conducts regular check-ins to understand client needs and challenges.
  • Maintains comprehensive understanding of customer’s needs, corporate goals, business practices and satisfaction/performance criteria
  • Fosters on-going relationships with client personnel, and client stakeholders, contractors, A&D firms, etc.

Sales Growth & Marketing

  • Develop and execute account plans to meet or exceed sales targets
  • Identify upselling and cross selling opportunities to expand product usage within accounts through marketing full range of dealership’s products and services
  • Provides frequent and regular follow-up with customer regarding information for products and services including all support for customer’s requests
  • Monitor market trends and competitor activities to identify new opportunities.

Project & Work Order Management

  • Oversees all customer projects and work orders with internal dealer team to ensure accurate order processing and timely delivery of customer orders and service requests
  • Reviews work plans, schedules and logistics established for customer’s major projects
  • Oversees work of all project team members, including designers, project managers, installation managers, customer representatives/project coordinators, installation crews,
  • Provides frequent and regular status reports to customer regarding project and work order status
  • Address and resolve client issues related to orders or products promptly and professionally
  • Attends project and account meetings as necessary

Strategic Planning

  • Analyze account performance metrics and provide updates to management
  • Contribute to Sales Forecasting
  • Participate in promotional strategies to maximize client engagement

Product Knowledge and Education

  • Stay updated on Haworth and HBI’s product lines, current and new
  • Educate clients on product features, benefits, and usage

Knowledge/Skill Requirements

  • Excellent communications and interpersonal skills, high level of customer service
  • Ability to prioritize and effectively manage multiple client accounts
  • High level of organization and time management skills
  • Strong problem-solving capabilities
  • Good verbal and written communication skills
  • Computer literate (word processing, spreadsheets, project applications)
  • Ability to work independently as well as in team applications

Qualifications/Education

  • Proven experience in account management or sales, preferably in contract office furniture industry (furniture, modular walls, raised floor)
  • Strong interpersonal and communication skills with the ability to build rapport with clients; as well as fit into HBI’s team environment and culture.
  • High level of organizational and attention to detail
  • Excellent time management skills
  • Proficiency in CRM software and Microsoft Office applications
  • Minimum education bachelor’s and/or design diploma/degree

Key Competencies

  • Customer-Centric mindset
  • Excel in an integrated project delivery model with all stakeholders (internal and external)
  • Negotiation and problem-solving abilities
  • Adaptability in a fast-paced environment
  • Proactive approach to meeting client needs
  • Self-starter, accuracy in work, attention to detail and commitment to meet deadlines

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