Business Account Manager

Overview

Location: Remote (Utah and Southern California)

Duration: Full-Time, Permanent

Salary: $55k base salary + variable compensation equal to 1% of collected sales

Filterbuy, a leader in the air quality and manufacturing world, is seeking a Business Account Manager to manage relationships with clients, ensuring their needs are met, and driving the growth of business opportunities. This role typically involves overseeing a portfolio of clients, identifying new business prospects, and developing strategies to maintain and expand relationships.

Business Development

• Responsible for developing and maintaining business account relationships, serving as the primary point of contact to grandfathered, existing accounts.
• Regular proactive outreach to business customers via phone or email efforts
• Ownership of necessary follow up communications

Communication

• Monitor slack, email and phone for client outreach. (see “
  General Responsibilities
  ” below for sample inquiries)
• Responsible for responding to incoming inquiries pertaining to customer needs in a timely and professional manner
• Responsible for maintaining a level of business, system, process and procedure knowledge to communicate consistently and cohesively

General Responsibilities

• User dashboard log in assistance and navigation
• Review order status and providing updates on estimated shipping dates
• Maintaining a working knowledge of lead time expectations via regular and direct plant communication
• Use available resources to provide accurate estimated ship date
• Provide Shipping/Tracking information
• Use resources available both internal and external to review tracking data
• Provide Fedex proof of delivery
• Maintain a working knowledge of how to navigate and understand Fedex shipping status updates and proof of delivery documentation
• Account maintenance and updates including:
• Changes to tax exempt status
• 30 day term eligibility, approval and status updates
• Update account contact information
• Manage payment methods
• Answer basic billing questions Locating and providing receipts/invoices
• Liaison between clients and Accounts Receivable team when necessary
• Tax Exempt Documentation
• Reseller certificates
• Credit applications
• Review and process Purchase Orders
• Special Shipping Instructions
• Returns/replacements/refunds
• General troubleshooting and problem resolution
• Manage Incoming communications to general email/chat/department phone
• Route inquiries to appropriate Sales or BAM representative
• Qualify and assign incoming leads

• Develop and maintain internal relationships with various departments/business partners to include:
• Direct management/supervisory team
• Business Team Colleagues
• Accounts Receivable and Upper Management/Chief Financial Officer
• Residential Customer Experience and C.E. Management Team
• Business Marketing Lead
• Plant Supervisory team and other key personnel at all plants/distribution centers
• IT/ Development Team

• Develop and maintain a working relationship with Fedex Partnership while upholding company standards and adhering to company policies/procedures
• Access and use the Fedex Portal to communicate needs
• Package Research
• Delivery disputes/issues
• Missing packages
• Create and manage pick up requests
• Shipping changes
• Return to sender
• Address corrections
• Re-Route packages
• Fedex delivery holds
• Special instructions

• Update the wholesale production queue data daily for Business team (generally assigned to one party)
• Update Pipedrive with all deals both open and closed
• Maintain adequate records in Pipedrive adhering to the data integrity requirements and expectations
• Monitor plant channels to for tracking data where necessary
• Attend Weekly meetings where requested (subject to change)
• Periodic One on One meetings
• Periodic BAM departmental meetings
• Weekly Sales Meeting

• Working knowledge of air filters and HVAC systems
• Comprehensive knowledge of Pipedrive
• Comprehensive knowledge of Supplybuy
• Comprehensive knowledge of Django Admin and Customer Dashboard
• Thorough Knowledge of Gmail and email systems
• General knowledge of Just Call
• General knowledge of Zoom Info
• General knowledge of Google Suite
• General…