Strategic Accounts Program Coordinator - MTL

Job Description

Carlisle Companies Incorporated , a worldwide leading diversified manufacturer of premium building products and related technology has an immediate opening for a Strategic Accounts Program Coordinator  to join our MTL Holdings team  located in Waukesha, WI.  Responsible for proactive management of key Strategic Accounts : managing bid calendars, coordinating bidders, and job follow-up with various departments across the CAM family of brands and locations. Responsible for assisting Strategic Account Managers in establishing new Strategic Accounts, growing sales within assigned accounts, and effectively executing quote follow-up (PFEQ). Creating and driving processes across all cross-collaborative teams, helping drive synergy, speed, and customer satisfaction. Knowledge of sales and manufacturing processes and the desire to learn are critical for success in this role. Willingness and ability to speak for the customer first, and hold all parties accountable (customer, sales team, internal parties) to ensure that everyone gets their ideal outcomes on time, without interruption or disruption and at the cost / margin that works for everyone’s schedule.

Essential Duties and Responsibilities

• Proactive Bidder Management. Takes construction schedules provided from Strategic Account Manager (SAM), works with the construction teams at the accounts, speaks with the GC and finds the Preferred Bidder for Roof Edge, enters bidder for Hickman Edge System (HES) or Metal-Era (ME). Asks for preferred bidder for Wall Panels (when applicable) and sends the qualified leads to Citadel Architectural Products (CAP), PAC-CLAD or Drexel Metals.
• Effectively Execute quote follow up (PFEQ) for CAM Strategic Accounts to increase sales volume, close rate, and overall volume with assigned accounts.
• Works with the SAM to build initial quote(s) for new prototype builds, and new Strategic Account National Brand programs. Reviews all program and pricing tiers with the Director of Strategic Accounts before they are sent to customers to ensure margin and volume mix are in alignment.
• Drives the new account setup process for Strategic Accounts, across brands and locations, in conjunction and with critical input from the SAM. Coordinates with Customer Service, Order Entry, Order Processing, Engineering, Purchasing and Manufacturing as needed with Pre-S&OP to ensure the accounts can launch smoothly and run through the Technical Sales Representatives (TSR) for regular and efficient quoting post launch.
• Coordinates Monthly Account Update meeting with all SAMs to ensure the account list stays up to date and then distributes the account list to cross functional teams across CAM for regular collaboration.
• Is the main point person for questions within CAM on how each Strategic Account program works with assigned accounts.
• Assists the DOE with Price Level, Rebate, Warranty, and other Strategic Account related program process set up.
• Emails daily report to SAMs of quotes created the day prior by the TSR team. Once SAMs report back changes needed with identified Strategic Accounts, the Program Manager either changes, or works with customer service to change the tagged account.
• Central point person for all SAMs to email with Daily Order changes when orders are entered and do not include the correct Strategic Account. Once compiled, emails the changes to OE at HES and ME and ensures reporting is accurate with Customer Service and Finance for Strategic Accounts.
• Assists in reviewing with the DOE, VP of Growth, and Director of Edge Sales which accounts should be tagged as Strategic Accounts. Reports on sales history, future sales forecasts, CAM on time %, etc. for said accounts.
• Assists in reporting on which accounts within the SA department are “obsession worthy” and should be looked at for Program Management.
• Assists in training on CRM, Planswift, Smartsheet, Microsoft Teams and other internal software which the SA team uses.
• Proactively communicates with and seeks feedback from assigned customers. Drives outstanding customer value and loyalty. Seeks to continuously improve customer satisfaction.
• Identifies potential project risks and develops / implements strategies to minimize negative impact. Proactively and assertively communicates internally and externally to all parties to make them aware and offers options to mitigate impact.
• Performs other duties and responsibilities as requested or required.

Requirements

Education and Experience :