Account Manager

About the Role

Key Responsibilities

• Identify and target potential referral accounts, including insurance agents, property managers, contractors, plumbing companies and other relevant stakeholders.
• Develop and execute strategic business development plans to generate new leads and expand the client base.
• Conduct market research to identify industry trends, competitor activities, and potential business opportunities.
• Represent the company at industry events, trade shows, and networking functions to promote our services and build relationships.
• Maintain and nurture strong, long-term relationships with existing referral accounts to ensure repeat business and referrals.
• Serve as the primary point of contact for referral accounts, addressing any issues, concerns, or requests promptly and professionally.
• Conduct regular meetings with referral partners to review performance, gather feedback, and discuss opportunities for improvement.
• Collaborate with the operations team to ensure seamless service delivery and client satisfaction.
• Develop and deliver compelling presentations and proposals to potential referral partners.
• Collaborate with the marketing team to create targeted campaigns and promotional materials to support business development efforts.
• Track and report on sales performance, market trends, and account activities using CRM software.
• Prepare and maintain accurate records of client interactions, sales activities, and pipeline status.
• Provide regular reports to the Sales Director on business development progress, account status, and market conditions.
• Ensure compliance with company policies, industry regulations, and ethical standards.

Requirements

• Mid-level experience with at least 1 year in a relevant role.
• Ability to identify and develop new business opportunities.
• Strong relationship management skills with referral accounts.
• Experience in conducting market research and representing a company at industry events.
• Proficiency in CRM software and sales reporting.
• Excellent communication and professional interpersonal skills.
• Ability to prepare presentations and proposals.

Benefits & Perks

• Company car
• Health insurance
• Paid time off
• Opportunities for advancement