Temporary AM Stand In: Manage email accounts and monitor Salesforce notifications and pipeline quote expirations for Account Managers who have left the company or on leave. Customer facing as needed.
Sales Initiatives: Collaborate with the Strategy and Insights team on new sales initiatives, including developing business plans and promotional incentives to drive growth.
Conduct basic market research to assist Account Managers in finding potential business opportunities.
Initiate Action
Price List Management: Manage dealer price lists, including inputting ESP and Diverzify data accurately.
SFDC Maintenance: Ensure the integrity and accuracy of data within SFDC, including updates and troubleshooting.
Reporting and Analysis: Generate comprehensive CSI reports, including 3-year revenue analysis, Tableau visualizations, transaction history, and account base information.
Event Coordination: Organize and coordinate Lunch & Learn sessions to promote products and services.
Manage Work
Marketing Collaboration: Partner with Connect/Inform to create compelling marketing newsletters, email blasts, and promotional items that drive engagement and sales
Log leads and update project status within the territory.
Customer Service Liaison: Act as a liaison between customers and the company to resolve issues and enhance customer satisfaction.
Product Recommendations: Provide expert recommendations for replacement products based on customer needs and preferences.
Team Support: Provide additional support by backing up teammates and managing multiple regions as directed by management to ensure seamless coverage.
Training and Development: Provide Salesforce training for new Account Managers and internal partners, ensuring they are proficient in system use.
Build Trusting Relationships
Create and manage simple prospect lists by analyzing basic market reports and helping to complete remedial account maps
Pricing and Product Management: Maintain excellence in managing pricing, product inquiries, and identifying new selling opportunities.
CSI Maintenance: Troubleshoot and resolve issues within the CSI system, manage mass account transfers, hardcode accounts to the correct sales managers, and merge duplicate accounts to maintain data integrity.
Customer Onboarding: Partner with Customer Service to input new customers into Salesforce, ensuring a seamless onboarding process.
Backup Support: Serve as a backup for Account Managers during their leave, vacation, or on an “as needed” basis, ensuring continuous support and client engagement.
Contact Research through Zoom info to find basic contact info for targeted end-users.
Document customer insights for the sales team to use during appointments.