Demo

Account Manager

Relay Resources
Portland, OR Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/4/2025

Description

Not just work. Meaningful work. Disabled people / people with disabilities and neurodivergent people are strongly encouraged to apply.

Account Management - 55%

  • Build and maintain strong relationships with assigned accounts, acting as the primary point of contact for client inquiries.
  • Collaborate with clients to understand their needs, provide tailored solutions, and ensure satisfaction with Relay Resources' services.
  • Proactively identify opportunities to up-sell or cross-sell additional services.
  • Monitor contract performance and ensure timely renewals or adjustments.
  • Prospect federal, state, and local RFP (Request for Proposal) sites to identify new business opportunities.
  • Evaluate RFPs for fit with company capabilities and coordinate with internal teams to prepare compelling responses.
  • Recommending improvements to internal workflows based on client feedback or personal observations.

Administrative & Analytical - 40%

  • Maintain and update Salesforce CRM, ensuring data accuracy and integrity.
  • Generate and analyze sales reports, providing actionable insights to the sales team and leadership.
  • Assist in the preparation of proposals, presentations, and other sales materials.
  • Coordinate with internal departments to ensure seamless service delivery for clients.
  • Manage and prioritize incoming requests, ensuring timely follow-up and resolution.
  • Preparing customized reports for leadership on account progress or team performance.
  • Documenting lessons learned from client projects or RFP processes to improve future outcomes.
  • Maintaining an organized archive of client interactions and agreements for future reference thru Salesforce.
  • Testing and implementing new tools or software to improve sales and account management efficiency.
  • Other duties as assigned - 5%

  • Attending client events or industry networking sessions to represent the company.
  • Conducting market research to identify emerging trends and opportunities relevant to clients.
  • Participating in strategic sales planning meetings to contribute ideas or updates.
  • Keeping up to date with industry trends, tools, or certifications to bring added value to the team.
  • Requirements

    MINIMUM QUALIFICATIONS :

  • Bachelor's degree in business, Marketing, or a related field (or equivalent experience).
  • 5 years of experience in account management, sales coordination, or a similar role.
  • Proficiency in Salesforce, and Asana.
  • Experience with prospecting RFP opportunities across federal, state, and local levels.
  • Strong analytical skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • PREFERRED QUALIFICATIONS :

  • Experience in a B2B environment, preferably in janitorial, building solutions, or related industries.
  • Familiarity with sales reporting and data visualization tools.
  • Demonstrated ability to work collaboratively in a hybrid work environment.
  • KNOWLEDGE, SKILLS, AND ABILITIES

  • Core principles and best practices of account management.
  • Federal, state, and local government procurement processes, particularly related to Requests for Proposals (RFPs) a plus.
  • Proficiency in Salesforce CRM for account management and reporting.
  • Sales lifecycle processes, including lead generation, opportunity management, and closing deals.
  • Knowledge of sales forecasting and pipeline management
  • Familiarity with analytics tools for sales data visualization and performance tracking.
  • Organizational processes, including interdepartmental collaboration for service delivery
  • Microsoft Office Suite : Advanced use of Excel , PowerPoint , and Word for reporting and presentations.
  • Project management tools such as Asana or similar platforms.
  • Knowledge of client success metrics and how to measure customer satisfaction effectively.
  • RELAY CORE COMPETENCIES

  • Focus on Strengths : Leveraging personal and team strengths for optimal performance.
  • Prioritize Informed Action : Making data-driven decisions.
  • Communicate Clearly : Ensuring transparency and clarity in all communications.
  • Champion Disability Inclusion, Equity, and Diversity : Advocating for and practicing inclusivity.
  • Build Supportive Relationships : Establishing trust and rapport with clients and colleagues.
  • MANAGER LEVEL COMPETENCIES

  • Guide Daily Work
  • Drive Teamwork
  • Develop Talent
  • SCOPE & ACCOUNTABILITY

    Perform duties independently.

    SUPERVISORY RESPONSIBILITY

    Ability to work with moderate supervision and some independent decision making.

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