Account Manager Assistant

POSITION OBJECTIVE

Research solutions, required materials, and business impact to support AM and Professional Services in creating accurate proposals that drive customer success.

KEY RESPONSIBILITIES

Create and maintain proposal templates.

Prepare hardware, software, and service proposals for clients.

Research solutions with input from other teams.

Manage orders and relationships with vendors/distributors.

Oversee license lifecycle

purchase, renewal, and expiration.

Plan, coordinate, and track project tasks and deliverables.

Prepare content for client review meetings (TBRs), coordinate schedules, and follow up on action items.

Provide account management for small clients.

Analyze quote pricing vs. competitors to optimize margins.

Keep internal systems and tickets updated, assist with scheduling technicians and AM meetings.

Ensure project documentation and files are accurate and organized.

Deliver results on a timely basis.

Assist with training and mentoring of team members.

Stay current with IT and industry trends.

Follow and promote company policies, procedures, and safety standards.

QUALIFICATIONS & SKILLS

Degree in a business-related field.

Vendor-related sales certifications (preferred).

Basic knowledge of IT sales processes, hardware, software, and accounting systems (technical expertise not required).

Strong organizational, project management, and prioritization skills.

Excellent written and verbal communication.

Problem-solving and self-learning abilities.

Customer service and growth mindset.

Ability to work independently and collaboratively.

Attention to detail, confidentiality, and professionalism.

Sense of urgency and delivery of quality results.

KEY PERFORMANCE INDICATORS (KPIs)

Proposal Quality

Accuracy, completeness, and timely delivery.

Order Management

Correct and efficient order processing.

Vendor Management

Strong relationships and improved wholesale pricing.

Financial Accuracy

Invoicing and accounts receivable aligned with company standards.

Gross Margin

Consistent and satisfactory across all proposals.

Client & Team Satisfaction

Positive feedback and relationships.

Goal Achievement

Meeting targets set by Director and Operations Manager.

Compliance

Following company policies and safety standards.

Originally posted on Himalayas