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DATE ADDED: Mon 08/10/2018

Account Manager

Carrollton, USA
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COMPANY: THE TRADE GROUP

Job Description

Provide comprehensive service to clients from point of quote creation and sale through invoicing. Ensure accurate completion of the project within the given time frame and budget. Ensure problem resolution process for all client issues is prompt and thorough.

Responsibilities:

  • Ensure the coordination of, with sales consultant and all required departments, new projects, and complete the project within the client provided deadlines.

  • Review and verify the sales agreement and backup documents including quotes, calendar/timelines, colors, approvals, and deposit. Information captured in NAVISION

  • Ensure quotes are obtained from approved vendors and apply markups for resale as needed

  • Rectify timelines with the sales consultant and immediately communicate the new/revised timeline when applicable.

  • Process order by releasing Sales Agreement to Sales Order, Work Orders for drawings and set up instructions as needed.

  • Distribute accurate Orders to correct vendor/department

  • Collect confirmations from vendors including prices, delivery dates, colors, quantities, and shipping information.

  • Monitor progress of project timelines with internal and external vendors

  • Confirm schedule for preview date and time

  • Verify and assist in collection of balance due prior to shipping

  • Attend client preview/training and complete any follow up on the project

  • Sales close each job and submit the order for invoicing

  • Maintain calendars of rental programs, maintain aging report and keep sales consultant apprised of goals in regard to their monthly quota.

  • Ensure client satisfaction as related to the Exhibit Management Program.

  • Initiate customer service and/or sales oriented contact with each EMP client at least once per quarter and follow through when necessary

  • Obtain quotes from approved vendors and apply markups for resale as needed

  • Rectify timelines with the client and immediately communicate the new/revised timeline when applicable.

  • Process orders by releasing from Sales Agreement to Sales Order for CAD drawings and set up instructions as needed.

  • Distribute accurate orders to correct vendor/department

  • Collect order confirmations from vendors including prices, delivery dates, colors, quantities, and shipping information.

  • Monitor progress of project timelines with internal and external vendors

  • Confirm schedule for preview date and time when applicable

  • Collect 100% deposit on project before shipping

  • Attend client preview/training and complete any follow up on the project

  • Reconcile each project when the exhibit returns from the show

  • Sales close each job and submit the order for invoicing

  • Attend all departmental and Sales meetings

  • Learn TTG’s standard products, services, culture, and procedures

  • Perform administrative and maintenance duties as needed


Role: Account Manager
Job Type:
Location: Carrollton,

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