Account Manager

Identification # : Revision # : Effective Date : HR-XXXDraft09.03.2024Account ManagerPosition Overview Reports to Sales Manager Company Profile KASI Technologies Inc.

is the industry leader in the sales and rentals of field heat treating equipment and consumables. We have the largest dedicated field heat treating rental fleet in Canada.

KASI Technologies Inc is the official Authorized Distributor for Hotfoil-EHS Products, Parts and Heat-Treating Consumables.

As well as, Hi-Force Hydraulic Tools, Mactech Machining Equipment and Protem pipe beveling and cutting tools. KASI Technologies also rents bolting tools, field machining equipment, and hydraulic lifting products.

With a proven track record of innovation, responsible operations, and commitment to the customer we invite you to get the KASI Advantage.

Position Summary An Account Manager plays a crucial role in maintaining and growing relationships with clients. The responsibilities of an Account Manager typically include a mix of client-facing activities and internal coordination to ensure client satisfaction and business growth.

You will be helping customers resolve sales-related issues in a timely manner, promoting customer satisfaction, and motivating sales staff to ensure company sales targets are being met.

Responsibilities of an Account Manager Client Relationship Management

• Serve as the primary point of contact for assigned clients.
• Build and maintain strong, long-lasting client relationships.
• Understand client needs and business objectives to provide tailored solutions.
• Conduct regular meetings and check-ins with clients to ensure satisfaction.

Account Planning and Strategy

• Develop strategic account plans to identify growth opportunities.
• Monitor and analyze client performance metrics to develop improvement strategies.
• Collaborate with clients to establish clear account objectives and milestones.
• Stay updated on industry trends to offer proactive advice and solutions. Sales and Revenue Growth
• Identify upselling and cross-selling opportunities to expand accounts.
• Achieve assigned sales targets and revenue goals for each account.
• Prepare and present proposals, negotiate contracts, and close sales.
• Collaborate with the sales team to acquire new business from existing clients. Project Management and Delivery
• Coordinate with internal teams (e.g., marketing, product development, customer service) to deliver products and services.
• Manage the execution of client projects, ensuring timely delivery and quality standards.
• Track project milestones and ensure they align with client expectations.

Problem Resolution

• Address and resolve any client issues or concerns promptly and effectively.
• Act as a liaison between the client and internal teams to resolve conflicts or service challenges.
• Proactively identify potential issues and work to mitigate them before they escalate.

Reporting and Documentation

• Prepare / Review regular reports on account status, including progress on objectives, sales performance, and service issues.
• Maintain detailed records of all client interactions, communications, and meetings using programs assigned to you by the company.
• Provide clients with periodic business reviews and performance reports.
• Client Education and Advocacy :
• Educate clients on new products, services, and updates to enhance their experience.
• Advocate for client needs and feedback within the company to drive product improvements and service enhancements.

Contract Management

• Manage contract renewals, amendments, and compliance with terms and conditions.
• Ensure all contracts are up-to-date and reflective of current client needs and agreements.

Market and Competitor Analysis

• Monitor market trends and competitor activities to identify potential threats and opportunities.
• Provide insights to clients on market dynamics that could impact their business.

Collaboration and Teamwork

• Work closely with the sales, marketing, and product development teams to align on client strategy and delivery.
• Share client feedback with relevant teams to improve product and service offerings.

Client Onboarding

• Oversee the onboarding process for new clients, ensuring a smooth transition and integration of services.
• Train clients on the use of products or services and ensure they have all necessary resources.

Budget Management

• Monitor and manage the financial aspects of client accounts, including invoicing and payment collection.
• Ensure that account activities align with the agreed-upon budget.

Networking and Relationship Building

• Attend industry events, conferences, and networking opportunities to build relationships with existing and potential clients.
• Represent the company in a professional and positive manner at all client-facing events.

Key Skills for an Account Manager

• High School diploma, GED or equivalent.
• 3 years previous experience in the industrial sector.
• Physically fit enough to lift at least 50 pounds.
• Able to work well with others as a team or independently.
• Must have a strong sense of urgency and attention to detail.
• Strong communication and interpersonal skills
• Excellent negotiation and problem-solving abilities
• Strategic thinking and analytical skills
• Proficiency in CRM / ERP software and Microsoft Office Suite
• Ability to manage multiple clients and projects simultaneously
• Strong organizational and time management skills

Document Revision History Rev Section / Brief Description of change Name Date 0Creation of documentJason Bindon08 / 31 / 20240Approved Allan MacAulay / Akwasi Osei