Account Manager (US Based Client)

Job description

Employment Type: Full-Time Employment Work Set-Up: Onsite onboarding for 2–4 weeks, followed by a transition to a work-from-home setup. Work Schedule: Night Shift (Following U.S Eastern Time Zone) Salary Package: Max of 80,000 PHP/Monthly About the Client: The client helps businesses manage and improve their technology environment , particularly small to mid-sized companies. Their core focus is providing proactive IT support, cybersecurity, and cloud solutions to improve productivity and reduce operational risk. Responsibilities & Procedures Quoting Responsibilities: The role covers quoting equipment, PCs, projects, and managed services such as Microsoft Licensing. Tasks include preparing quotes per client preferences and pricing, submitting them for approval, converting approved quotes to “won” opportunities, and providing details to project and build teams . Procurement Process: Tasks include purchasing approved hardware and licenses, managing Purchase Orders (POs), tracking estimated arrival times (ETA), receiving products, closing POs upon delivery, and generating invoices (excluding project-related invoices) . Renewal Management: Focuses on firewalls, access points, switches, servers, PC warranties, and Microsoft licensing. Responsibilities involve monitoring renewal timelines, preparing and submitting renewal quotes, and coordinating with vendors and clients for timely renewals . Inventory Management: Involves tracking client-owned new and used equipment using the PTG Inventory Spreadsheet shared with colleagues, ensuring accurate categorization and regular updates . Vendor Communication: Requires clear and professional communication of procurement needs, maintaining positive vendor relationships, and prompt resolution of vendor issues . Reporting: Includes preparing reports for Account Managers such as device/asset lists and licensing lists . Sales Board Management: Entails reviewing sales board tickets, forwarding tickets to Account Managers when needed, and independently closing or acting on tickets when appropriate Account Management: Serve as the client’s point person for assigned accounts by working jointly with the Outside Sales rep on new client hand-offs and managing service project requests. Proactively work to develop strong relationships with the key client decision-makers. Gather client feedback and provide it to internal departments to enhance the quality of service as well as recommendations to add products or services. Ensure clients’ needs and requests are satisfied on a timely basis. Prepare for client discussions by understanding a client’s business, key decision makers, and current product or solution gaps before conducting unique touches or a formal business review. Oversee the development of project and product quotes, pricing, and availability by working with internal teams to provide complete information to provide the client with an accurate and timely estimate or quote. Promptly respond to calls and emails from clients, including answering questions problem-solving, and quarterbacking issues resolution or escalation with proper company resources. Inform management of client retention risk through the CODE RED program. This includes developing a client cure plan in conjunction with the services team. Accurate and timely submission of internal reports and required paperwork to management as directed. Attending weekly meetings and training as defined by the manager. Job Requirements: Bachelor's degree in Information Technology or a related field (Master's degree preferred) Must have the desire to succeed and have a competitive, can-do spirit. Exemplary high standards of client service, honesty, integrity, and endeavor. Ability to use initiative in identifying, addressing, and resolving day-to-day issues and challenges. Ability to communicate with peers and management clearly and promptly. Ability to work in a broadly defined team, leveraging resources from across the company, including Services, Sales, Engineering, and Client Support. Two years of experience in a client relation, account management, or client success role preferred. Experience in selling or supporting technology to clients in a business environment preferred. Strong experience with customer service and customer relationship building The innate ability to look beyond what’s on the surface of any client issue and articulate that need or problem to management and other support teams. Proven ability in effectively managing client relationships and being a team player. Able to quickly develop an understanding of financial solutions and knowledge to effectively communicate appropriate strategies and solutions to current clients to help them solve business issues. Superior consultation and organizational skills. Hands-on experience with managing service desks— ConnectWise Managed and Sell) is a plus . Strong written and verbal communication skills with customer service focused aptitude. Detail-oriented individuals who are team players highly self-motivated. Sharing our core belief system of Teamwork, Service, and Growth is table stakes for joining the team. Adaptable to change and willingness to learn different processes—it's what the Growth core value is all Met! Candidates should have well-developed Microsoft Office skills, including Word, Outlook, PowerPoint, WHY INTELASSIST? We grow together. We value your effort. We aim to empower you.