What are the responsibilities and job description for the CUSTOMER ACCOUNT MANAGER position at Custom Power?
Position Summary: The Account Manager is responsible for managing and strengthening relationships with Custom Power’s existing customers, ensuring seamless account management and exceptional service. This role focuses on tracking business performance, managing repeat orders, overseeing quotes, purchase order approvals, and maintaining accurate customer records. The Account Manager acts as the primary liaison between customers and internal teams, proactively addressing concerns, monitoring market trends, and ensuring compliance with contract terms. Additionally, this role supports industry engagement by attending trade shows and customer events to enhance business intelligence and maintain strong partnerships.
Key Responsibilities:
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Account Documentation & Reporting:
- Maintain accurate and up-to-date customer records, including purchase history, forecasts, and key account details.
- Generate reports and dashboards to track account performance, key metrics, and customer engagement.
- Monitor and track business wins, customer orders, and revenue trends for existing accounts.
- Forecast future orders based on historical data, market insights, and customer demand signals.
Quotes & PO Order Management:- Manage the end-to-end process of repeat orders, ensuring timely processing and fulfillment.
- Assist in preparing and delivering proposals, quotes, and contracts tailored to customers.
- Manage the end-to-end process of repeat orders, ensuring timely processing and fulfillment.
- Oversee the purchase order (PO) approval process, coordinating with internal teams to address any discrepancies.
- Act as the primary point of contact for customers regarding quotes, POs, changes, and approvals.
Customer Relationship Management:- Serve as the main liaison for key accounts, ensuring consistent communication and proactive issue resolution.
- Conduct regular check-ins and business reviews with customers to assess satisfaction and identify areas for improvement.
- Address any concerns related to quality, delivery, or service in collaboration with internal departments.
- Communicate customer feedback to internal stakeholders to drive continuous improvement.
Market & Industry Analysis:- Stay informed on industry trends, competitor activities, and market shifts that may impact existing customer demand.
- Provide insights to internal teams to align business strategies with customer needs.
Trade Show & Customer Event Support:- Represent the company at local trade shows, conferences, and customer events to strengthen relationships and gather market intelligence.
- Support business development efforts by sharing insights from customer interactions.
Contract & Pricing Compliance:- Ensure adherence to agreed-upon pricing, contractual terms, and service commitments for existing accounts.
- Address any discrepancies in contract execution in collaboration with legal and finance teams.
Skills & Qualifications:
- Bachelor’s degree in Business, Marketing, Engineering, or a related field (preferred).
- 3 years of account management experience in manufacturing, electronics, or a related industry.
- Strong interpersonal and communication skills with a customer-focused approach.
- Experience with ERP and CRM systems for order tracking and account management; familiarity with SYSPRO ERP is a plus.
- Ability to manage multiple accounts and priorities in a fast-paced environment.
- Detail-oriented with strong organizational, analytical, and problem-solving skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
- Experience with data analysis, forecasting, and reporting tools to support business decisions.
Custom Power is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee. To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR) you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State.