FILTERBUY, INC - Business Account Manager

Company: Filterbuy

Position: Business Account Manager

Location: Remote (Utah and Southern California)

Duration: Full-Time, Permanent

Salary: $55k base salary + variable compensation equal to 1% of collected sales

Filterbuy, a leader in the air quality and manufacturing world, is seeking a Business Account Manager to manage relationships with clients, ensuring their needs are met, and driving the growth of business opportunities. This role typically involves overseeing a portfolio of clients, identifying new business prospects, and developing strategies to maintain and expand relationships.

Responsibilities include, but are not limited to:

Business Development

• Responsible for developing and maintaining business account relationships, serving as the primary point of contact to grandfathered, existing accounts.
• Regular proactive outreach to business customers via phone or email efforts
• Ownership of necessary follow up communications

Communication 

• Monitor slack, email and phone for client outreach. (see “General Responsibilities” below for sample inquiries) 
• Responsible for responding to incoming inquiries pertaining to customer needs in a timely and professional manner
• Responsible for maintaining a level of business, system, process and procedure knowledge to communicate consistently and cohesively

General Responsibilities 

• User dashboard log in assistance and navigation
• Review order status and providing updates on estimated shipping dates
• Maintaining a working knowledge of lead time expectations via regular and direct plant communication
• Use available resources to provide accurate estimated ship date
• Provide Shipping/Tracking information
• Use resources available both internal and external to review tracking data
• Provide Fedex proof of delivery
• Maintain a working knowledge of how to navigate and understand Fedex shipping status updates and proof of delivery documentation
• Account maintenance and updates including:
• Changes to tax exempt status
• 30 day term eligibility, approval and status updates
• Update account contact information
• Manage payment methods
• Customer subscription maintenance
• Answer basic billing questions Locating and providing receipts/invoices
• Provide invoices/receipts
• Liaison between clients and Accounts Receivable team when necessary
• Record keeping 
• Vendor forms
• Tax Exempt Documentation
• Reseller certificates
• Credit applications
• Generate quotes/Place Orders
• Review and process Purchase Orders
• Order Cancellations
• Special Shipping Instructions
• Returns/replacements/refunds
• General troubleshooting and problem resolution
• Manage Incoming communications to general email/chat/department phone
• Route inquiries to appropriate Sales or BAM representative 
• Qualify and assign incoming leads

Internal Relationship Building

• Develop and maintain internal relationships with various departments/business partners to include:
• Direct management/supervisory team
• Business Team Colleagues
• Accounts Receivable and Upper Management/Chief Financial Officer 
• Residential Customer Experience and C.E. Management Team
• Business Marketing Lead 
• Plant Supervisory team and other key personnel at all plants/distribution centers
• IT/ Development Team

External Partner Relationship Building

• Develop and maintain a working relationship with Fedex Partnership while upholding company standards and adhering to company policies/procedures
• Access and use the Fedex Portal to communicate needs
• Package Research
• Delivery disputes/issues
• Missing packages
• Create and manage pick up requests
• Shipping changes
• Return to sender
• Address corrections
• Re-Route packages
• Fedex delivery holds
• Special instructions
• File Loss Claims

Daily/Weekly Tasks

• Update the wholesale production queue data daily for Business team (generally assigned to one party)
• Update Pipedrive with all deals both open and closed
• Maintain adequate records in Pipedrive adhering to the data integrity requirements and expectations
• Monitor plant channels to for tracking data where necessary
• Attend Weekly meetings where requested (subject to change)
• Periodic One on One meetings
• Periodic BAM departmental meetings
• Weekly Sales Meeting

Required skills and qualifications:

• Working knowledge of air filters and HVAC systems
• Comprehensive knowledge of Pipedrive
• Comprehensive knowledge of Supplybuy
• Comprehensive knowledge of Django Admin and Customer Dashboard
• Thorough Knowledge of Gmail and email systems
• General knowledge of Just Call 
• General knowledge of ZoomInfo
• General knowledge of Google Suite
• General knowledge of Microsoft 360
• General knowledge of Adobe Acrobate
• Excellent Interpersonal Skills
• Effective verbal and written communication skills
• Effective presentation skills
• Display empathy and courteousness
• Active Listening skills 
• Ability to negotiate
• Forward and strategic thinking 
• Professional and Polite demeanor
• Display Integrity and Honesty
• Rapport building capability
• Time management 
• Self motivation and accountability
• Analytical/Trouble shooting skills
• Ability to problem solve
• Organizational skills
• Flexibility/Resiliency to interruptions
• Attention to detail and accuracy
• Ability to Multi-Task

Benefits:

• Competitive salary
• Comprehensive benefits package including health, dental, and vision insurance
• Retirement savings plan with company match
• Paid time off and holidays

Company Overview
We are a leading ecommerce company with a mission to deliver high-quality products and exceptional customer experiences. As we continue to grow, we’re looking for a Business Account Manager to join our team.

Filterbuy provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics or any other legally protected category.