Account Manager Assistant

POSITION OBJECTIVE

Research solutions, required materials, and business impact to support AM and Professional Services in creating accurate proposals that drive customer success.

KEY RESPONSIBILITIES

• Create and maintain proposal templates.

• Prepare hardware, software, and service proposals for clients.

• Research solutions with input from other teams.

• Manage orders and relationships with vendors/distributors.

• Oversee license lifecycle: purchase, renewal, and expiration.

• Plan, coordinate, and track project tasks and deliverables.

• Prepare content for client review meetings (TBRs), coordinate schedules, and follow up on action items.

• Provide account management for small clients.

• Analyze quote pricing vs. competitors to optimize margins.

• Keep internal systems and tickets updated, assist with scheduling technicians and AM meetings.

• Ensure project documentation and files are accurate and organized.

• Deliver results on a timely basis.

• Assist with training and mentoring of team members.

• Stay current with IT and industry trends.

• Follow and promote company policies, procedures, and safety standards.

QUALIFICATIONS & SKILLS

• Degree in a business-related field.

• Vendor-related sales certifications (preferred).

• Basic knowledge of IT sales processes, hardware, software, and accounting systems (technical expertise not required).

• Strong organizational, project management, and prioritization skills.

• Excellent written and verbal communication.

• Problem-solving and self-learning abilities.

• Customer service and growth mindset.

• Ability to work independently and collaboratively.

• Attention to detail, confidentiality, and professionalism.

• Sense of urgency and delivery of quality results.

KEY PERFORMANCE INDICATORS (KPIs)

• Proposal Quality: Accuracy, completeness, and timely delivery.

• Order Management: Correct and efficient order processing.

• Vendor Management: Strong relationships and improved wholesale pricing.

• Financial Accuracy: Invoicing and accounts receivable aligned with company standards.

• Gross Margin: Consistent and satisfactory across all proposals.

• Client & Team Satisfaction: Positive feedback and relationships.

• Goal Achievement: Meeting targets set by Director and Operations Manager.

• Compliance: Following company policies and safety standards.

Originally posted on Himalayas