Account Manager

Job Description

Job Description

Triad Technologies
Account Manager
Sharonville, OH

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The Sales Representative is responsible for maximizing sales profitability, growth and account penetration within an assigned territory and/or market segment by effectively selling the company’s products and/or related services. This is a full-time position, M – F, 8:00 am – 5:00 pm.

• Developing and maintaining business relationships with current customers and prospective customers in the assigned territory/market segment to generate new business and achieve revenue and profitability goals.
• Following the company’s process for communicating customer requirements to all internal stakeholders to create accurate and competitive quotes and deliver successful projects.
• Serving as a conduit to coordinate customer requests and resolve escalated issues, ensuring long-term customer satisfaction.
• Builds and strengthens relationships with current customers to assure that accounts remain successful and profitable. Identifies upcoming projects, changes within the account and key contacts to develop opportunities as well as establish long-term, ongoing relationships.
• Works collaboratively across the organization and serves as a conduit for ensuring customers’ needs are met. When required, resolves escalated issues and works to remedy all complaints or disputes that arise from customers in a timely manner.
• Shares information and best practices with peers and assists with developing solutions for meeting customer requirements, troubleshooting issues and serving as a sounding board.
• Executes territory and/or account plans and acts on opportunities with current customers and expands Triad’s presence within the account. Plans and organizes personal sales strategy by maximizing the return on investment of time for the territory/segment.
• Hunts for new business development opportunities in customer segments that align to Triad’s sales plan. Researches sources for developing prospective customers, makes introductory calls, and utilizes consultative selling skills to qualify customer requirements and potential ROI of accounts. Develops end user relationships and gains access to the next-level buying influences.
• Coordinates the flow of information between the customer, product managers, engineering, logistics and technical service groups. Clarifies project requirements and capturing all relevant details for proposal development. Communicates initial project concept and ensures the customer’s scope of work is clearly understood.
• Presents proposals to customers and follows up to move open opportunities through the sales funnel and close new business.
• Follows up with customers post project to handle inquiries and serves as a resource. Stays on top of future needs by working an account management plan and participating in the customer’s planning process.
• Proactively seeks out customer feedback and provides the management team reports that identify their needs, challenges, interests, competitive activities, and potential for new products and services.
• Maintains CRM database, files, and other necessary documentation to support the sales and marketing function. Prepares weekly and monthly activity reports of account plans and opportunities projected to close.
• Participates in trade shows, open houses and other activities for promoting the Triad in the marketplace.
• Analyzes the territory/market potential and determines the value of existing and prospective customers. Uses territory/market analysis to develop territory sales forecasts that support product line, territory and account goals.
• Keeps abreast of product applications, technical services, market conditions, and competitive activities. Provides feedback on competitors, selling strategies, untapped opportunities, threats and what is working and not working in the marketplace.
• Prepares monthly expense reports and respects the company’s guidelines for expenses.
• Other duties as assigned.

• 5+ years of experience in technical sales, account management, or related roles – automation, fluid power, and seal technology sales experience preferred.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions in written oral and diagram form.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence and to speak effectively before groups of customers or employees of the organization.
• Must have working knowledge of Microsoft Office products and be able to navigate Epicor Profit 21 system.
• Fluid Power experience preferred.
• Must have a valid driver’s license. Must be willing to travel 80% of the time and overnight stays may be required.

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