Account Manager

Department: Connected Solutions

Job Status: Full Time

Section: Connected Solutions

Reports To: Inside Director of Field Operations

FLSA Status: Non-Exempt

Amount of Travel Required: None

Grade/Level: Account Manager

Positions Supervised: None

Work Schedule: Standard business hours are Monday through Friday, eight hours a day, forty hours a week. Additional hours may be required based on workload and requirements.

POSITION SUMMARY

PerfectVision seeks an experienced Inside Account Manager to oversee all customer account management responsibilities. The successful applicant will focus on acquiring additional revenue streams from existing clientele as well as assisting new customers who can benefit from our product/program offerings and processing sales orders for products sold. As an Account Manager, you will be responsible for meeting monthly and quarterly quotas while maintaining a high level of customer satisfaction. You will report to the Inside Director of Field Operations and manage a specific number of accounts in an assigned territory. We’re looking for a customer-oriented professional who values productivity and customer engagement. This position is based in our call center so being able to effectively communicate with customers over the phone is crucial to the success of this position.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential function and basic duty satisfactorily. Reasonable accommodation may be provided to enable qualified individuals with disabilities to perform the essential functions and basic duties.

Essential Functions Statement(s)

• Develop and maintain relationships with new and existing customers via telephone and email.
• Suggest correct products or assist customers in making product selections based on customers’ needs, product specifications, and applicable state or city regulations.
• Process sales orders for equipment purchases while managing shipping issues when required.
• Varify pricing, quote cost, forecast sales, and provide overall customer support via the telephone.
• Study information about new products so that products and services can be accurately depicted and proper recommendations made.
• Collaborate with other team members to exchange information such as customer account information, pricing, territory performance, selling strategies, and marketing information.
• Perform miscellaneous clerical duties such as coordinating meetings, answering correspondence, and creating basic spreadsheets.
• Assist in special projects as requested by members of the team.
• Develop and maintain positive working relationships with other team members within the department and throughout the organization.
• Cross train with other team members within the department to become knowledgeable of duties and responsibilities to provide support when needed.
• Other duties as assigned by management.
• Regular and prompt attendance at work is a primary function and requirement of this position.
• Input daily and/or weekly updates all Project trackers to ensure current information
• Maintain back-order reporting and orders as needed.
• Additional responsibilities may be assigned based on business needs.

POSITION QUALIFICATIONS

Competency Statement(s)

• Accountability – Acceptance of responsibility resulting in anticipation / prevention and problem-solving, which includes identifying problems and issues of varying complexities and finding effective solutions within few guidelines, inside and outside one's job, department or organization.
• Communication – Actively attend to, convey, and understand the comments and questions of others; shaping and expressing ideas and information with others using the spoken word, as well as expressing ideas and opinions clearly in properly structured, well organized and grammatically correct reports or documents, utilizing language and terminology that is understandable for the reader.
• Computer Literacy – Effective and efficient use of computers in the working environment.
• Customer Focus – Knowing the internal and external customers' business needs and acting; accordingly, anticipating customer needs; giving high priority to service and customer satisfaction.
• Detail Oriented – Pay attention to the minute details of a project or task.
• Ethical / Integrity – Demonstrate conduct conforming to a set of values and accepted standards; be truthful and be seen as credible in the workplace.
• Initiative – Spotting opportunities within your own circle of influence, anticipating on threats and acting on them; self-starting rather than waiting passively until the situation demands action.
• Interpersonal – Get along well with a variety of personalities and individuals; showing consideration for and maintaining good relations with others; acting calmly under stress and strain and not being hasty or impetuous.
• Reliability – The trait of being dependable and trustworthy, which includes being at work during your scheduled times, arriving on-time and ready to perform job functions, and demonstrating accuracy with regards to assigned tasks.
• Safety and Security – Supports and complies with safety and security requirements.
• Time Management – Utilize the available time to organize, follow a systematic method of performing a task and complete work within given deadlines.

Education

• High School Graduate or General Education Degree (GED)
• Associates degree in an accounting or business-related field or equivalent work experience required.

Experience

• Two to four years’ related experience in a related role is preferred.
• OR three to five years’ related experience in a customer service role is preferred.
• OR General knowledge of business practices and terms.

Computer Skills

• Computer literate in a Microsoft Windows environment.
• Microsoft Outlook – Intermediate level. Must have the ability to perform functions such as composing, sending, forwarding and replying to messages, attaching computerized files, utilizing calendar and task reminders, viewing several calendars, sharing calendars, creating and sending meeting requests, and creating contact lists.
• Microsoft Excel – Intermediate level. Must have the ability to perform functions such as creating a spreadsheet, formatting a spreadsheet, using the formula bar to perform various functions, importing/exporting documents, and calculating numbers.
• Microsoft Word – Intermediate level. Must have the ability to perform functions such as changing margin settings, page orientation, and paper size, insert headers, footers and non-text objects.
• Internet Explorer or other web browsers – Basic level. Must have the ability to perform functions such as navigating through websites via hyperlinks and searching websites using various search engines and boomerang searches.
• General knowledge of how to use a calculator, scanner, copy machine, fax machine, printer, telephone and various standard office equipment.
• Working experience using Salesforce and Axapta are a plus.

Certificates & Licenses

• None

Other Requirements

• Neat and professional appearance and demeanor.
• Proficient in intermediate mathematical skills such as adding, subtracting, dividing, multiplying, and calculation of fractions, percentages, ratios and measurements.
• Must be proficient in both English and Spanish.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand

O

10 lbs or less

O

Walk

O

11-20 lbs

N

Sit

C

21-50 lbs

N

Handling / Fingering

C

51-100 lbs

N

Reach Outward

F

Over 100 lbs

N

Reach Above Shoulder

O

Push/Pull

Climb

O

12 lbs or less

O

Crawl

N

13-25 lbs

N

Squat or Kneel

N

26-40 lbs

N

Bend

O

41-100 lbs

N

Key

N (Not Applicable)

Activity is not applicable to this occupation.

O (Occasionally)

Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)

F (Frequently)

Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)

C (Constantly)

Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

• Vision (Near)

WORK ENVIRONMENT

• Inside, air conditioned and heated office environment with cubical work areas.
• Occasionally exposed to moderate noise levels as the work areas are arranged in a cubical environment with several surrounding co-workers speaking to customers.

DISCLOSURE

The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

APPROVAL

Prepared by: Krystal Ready________________________________________ Date: June 25, 2025________

Department Head Approval:________________________________________ Date: _________________________

Human Resources Approval:________________________________________ Date: _________________________