Customer Account Manager


A prestigious, family run engineering business are looking for a Customer Account Manager to join their team. The purpose of the role is to provide outstanding levels of service and thereby to maximise the sales potential of all existing/prospective customers. The ideal candidate must have an excellent telephone manner, be IT literate with a passion for outstanding Customer Service, and cope well under pressure is required.


Duties & Responsibilities:

  • Enter all enquires onto the Customer Service Enquiry Database (The database) and encourage the customer to use the enquiry number generated.
  • Process quotations given to customers through the database.
  • Follow up quotations immediately to ensure they have been received and actively progressed to convert to sales orders. The co-ordinator will be targeted to achieve certain levels of quote conversion, sales turnover and most importantly, total gross margin contribution
  • Enter sales orders onto “mainframe” system immediately upon receipt to enable MRP system to generate required purchase/works orders
  • Establish the payment method and the delivery arrangements and enter orders clearly
  • Book all sales/technical representatives visits requested by customers onto database
  • Contact Dormant/low spending accounts regularly to establish reasons for reduced/non spend.
  • Produce management information, statistics, and graphs (Quotes won, lost and pending) on a monthly basis.
  • Continually improve the stockholding of the company by suggesting additions/removals to and from the stock range.
  • Present yourself in a professional and courteous manner, carrying out activities safely by following working practices set down in the company Quality manual.
  • Support the Sales and Customer Services team to ensure all quotes are followed up, and sales leads are allocated appropriately.
  • Maintain healthy relationships with existing customers, while opening up fresh customers.
  • Monitor the trends and evaluate the performance assessed against monthly sales goals.


Candidate Profile:

  • Great listening skills to fully grasp the situation and provide the best solution
  • Excellent time management to handle everything to a high quality and standard
  • A good relationship builder, maintaining trust and confidence throughout
  • Strong communication and people skills remaining compassionate in your approach
  • Adaptable, flexible and focused approach in the workplace
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