Customer Account Manager
| Category: | Professional |
| Location: | American Fork, UT 84003 |
| Pay: | $60,000.00 Annually |
| Posted: | 2 days ago |
| Status: | Open |
Description
Customer Account Manager
Empowering client success with organized processes, reliable support, and proactive solutions that drive lasting growth.
What's in it for you?
- Medical (Aetna)
- Vision/Dental (Humana)
- Retirement: Simple IRA with a 3% match
- Holiday Pay and PTO
- Further Education and Training
- Team and Company Events
- Flexible working hours
Customer Account Manager Details:
Direct Hire position- $
60,000.00 to $ 80,000.00 / annually First Shift
- Looking for an organized and detail-oriented Sales Support Lead to streamline sales processes and support our outbound sales team.
- This role focuses on managing CRM data, assisting with quotes and renewals, and ensuring smooth invoicing and purchase order processes.
- Work closely with sales, marketing, and finance teams to improve efficiency and support revenue growth in a fast-paced B2B/SaaS environment.
- Lead & Appointment Management: Track and manage leads from outbound marketing efforts.
- CRM Management: Maintain accurate customer data and activities in the CRM system.
- Quoting & Renewals: Prepare quotes for new sales and manage annual maintenance renewals to drive retention.
- Purchase Orders & Invoicing: Oversee purchase order processing and invoicing, ensuring accuracy and timely completion.
- Sales Forecasting: Assist with forecasting and reporting on sales activities.
- Documentation: Keep meticulous records of sales transactions, agreements, and renewals.
Customer Account Manager Qualifications:
- Bachelor’s degree in business, marketing, finance, or a related field.
- 3+ years of experience in sales support, sales operations, or a similar role in a B2B/SaaS environment is preferred.
- Bilingual (Spanish) is preferred.
- Proficiency in a CRM platforms (e.g., Zoho CRM, Salesforce, Microsoft 365, HubSpot, etc.).
- Strong MS Excel skills.
- Familiarity with sales automation tools (e.g., HubSpot, Pipedrive) and financial tracking systems.
- Highly organized with strong attention to detail.
- Analytical mindset with problem-solving abilities.
- Excellent communication and collaboration skills.
- Ability to manage multiple tasks in a fast-paced environment.
We are an Equal Opportunity Employer and celebrate diversity at all levels of our organization.
How to Apply:
Email, call, or text us today! Feel free to apply online at www.elwoodjobs.com!
Oliver Bergen
3025 Washington Blvd.
Ogden, UT 84401
(801) 781-2310 ext.
oliver.bergen@elwoodprofessional.com
Qualifications
*See above for qualifications
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