Account Manager
Listed on 2026-02-21
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Sales
Business Development, Customer Success Mgr./ CSM, Sales Representative, Client Relationship Manager -
Business
Business Development, Customer Success Mgr./ CSM, Client Relationship Manager
Position Summary
The Account Manager (AM) is responsible for owning and elevating the full customer relationship for a defined portfolio of accounts. This role blends inside sales, account management, and strategic growth to help customers simplify purchasing, reduce costs, and access the full breadth of Office Essentials’ workplace solutions.
The AM builds strong relationships, identifies growth opportunities, and ensures customers receive the exceptional service and seamless experience Office Essentials is known for. They will also re-engage inactive accounts and develop warm, referral-based prospect opportunities—no cold calling required.
This is a key role within a growing, energized team at an exciting moment in our evolution as we continue to Rethink the Essentials and bring modern, value-driven solutions to customers.
Primary Responsibilities Customer Relationship Ownership- Serve as the primary point of contact for assigned accounts, delivering a consultative, value-add experience.
- Build multi-level relationships (buyers, end users, influencers) and document activity in the CRM.
- Conduct proactive outreach, follow-ups, and periodic business reviews to understand customer goals and drive engagement.
- Identify short- and long-term opportunities to grow spend across all categories (office products, furniture, breakroom, print & promo, facilities, technology, etc.).
- Increase compliance and share of wallet by educating customers on new programs, categories, and OE solutions.
- Reactivate inactive accounts and develop new warm prospect opportunities through referrals, inbound leads, and existing networks.
- Assist in bids, quotes, renewals, and proposals; work through closure with support from leadership when needed.
- Assist in onboarding new accounts, including new-user setup, portal training, and introduction to OE’s support structure.
- Ensure new users fully understand how to order, navigate the platform, and access support—driving early adoption and compliance.
- Troubleshoot ordering or navigation issues and provide guidance to inexperienced users.
- Work closely with Customer Service, Product Specialists, and Sales Leadership to ensure seamless servicing of assigned accounts.
- Leverage internal resources to solve challenges, improve the customer experience, and expedite solutions.
- Share customer trends, challenges, or risks proactively with leadership.
- Meet or exceed monthly, quarterly, and annual revenue and gross margin targets.
- Maintain an organized, accurate CRM and a disciplined pipeline.
- Demonstrate consistent effort to grow account penetration and re-engage inactive accounts.
- Bring forward new ideas, customer insights, and improvement opportunities as part of OE’s strategy to Rethink the Essentials for our customers.
- Revenue and gross margin performance of assigned accounts
- Customer satisfaction, retention, and loyalty
- Increasing account penetration and category adoption
- Successful reactivation of dormant accounts and onboarding of new ones
This role is predominantly an inside sales and account management position, operating onsite at the OE headquarters. Standard hours align with the Inside Sales team: 8:00 AM – 4:50 PM
, with occasional in-person customer meetings or industry events as needed.
- Exceptional customer service mindset
- Excellent verbal and written communication skills
- Strong prioritization, time management, and follow-through
- High attention to detail and organization
- Proficiency in Microsoft applications and CRM tools
- Strong interpersonal skills and team-first orientation
- Problem-solving and analytical capabilities
- Ability to interpret sales reports and manage a book of business
- Knowledge of the office products industry a plus
- 2+ years of experience in inside sales, account management, or customer-facing roles
- Experience managing and growing customer relationships strongly preferred
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