Inside Account Manager

Overview

Remote account manager handling client relations, sales, quotes, and support.

Key Responsibilities

• quote management
• crm updates
• data reporting
• order monitoring
• customer support
• client relations

Tasks

-Customer and field sales support is the primary function, but will include some selling or promotion of products or services. -Provides reports proactively to show data necessary for account growth opportunities -Under minimal supervision, handles incoming customer requests and fulfills customer needs to ensure customer satisfaction -Manages quote follow-up process including weekly open quote reports, updating CRM to reflect quote status. -Assists in credit and collection activities. -Uses computerized system for tracking, information gathering, and reporting. -Reviews and troubleshoots customer problems and initiates standard action with field service as guided by customer contract. -Monitors open orders to ensure completeness in a prompt manner. -Develops and maintains favorable relationships with new and existing clients in order to increase revenue -Responsible for creating and managing daily customer quotations. -Provides support to lower level staff on non-standard case issues Refers highly unusual situations to higher authority for review and reconciliation. -May assess needs and suggest/promote alternative products or services. -Ensures proper pricing and provides proposal on new services.

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About Lennox

-Over decades it expanded from furnaces into air conditioning, refrigeration and advanced climate‑control systems. -It serves both homeowners seeking quiet, efficient comfort and businesses needing robust, serviceable commercial systems. -Flagship projects include award‑winning heat pumps, smart thermostats and large-scale HVAC retrofits for schools, hospitals and big‑box retailers. -Unusual trivia: in the 1960s the firm briefly built a small crawler tractor and lawn mower called the 'Kitty Track 600'.

Sector Specialisms