客户经理助理
Account Manager Assistant
职位目标
研究解决方案、所需材料和业务影响，以支持AM和专业服务团队创建准确的提案，推动客户成功。
主要职责
· 创建和维护提案模板。
· 为客户提供硬件、软件和服务提案。
· 在其他团队输入的基础上研究解决方案。
· 管理与供应商/分销商的订单和关系。
· 监督许可证生命周期：采购、续订和过期。
· 计划、协调和跟踪项目任务和交付成果。
· 准备客户评审会议（TBR）内容，协调日程，并跟进行动项。
· 为小型客户提供账户管理。
· 分析报价价格与竞争对手的对比，优化利润率。
· 保持内部系统和工单更新，协助安排技术人员和AM会议。
· 确保项目文档和文件准确且有条理。
· 按时交付成果。
· 协助团队成员的培训和指导。
· 跟踪IT和行业趋势。
· 遵循并推广公司政策、流程和安全标准。
资格与技能
· 商业相关领域的学位。
· 供应商相关销售认证（优先）。
· 基础的IT销售流程、硬件、软件和会计系统的知识（不要求技术专长）。
· 强大的组织、项目管理和优先级排序能力。
· 出色的书面和口头沟通能力。
· 解决问题和自主学习的能力。
· 客户服务意识和成长型思维。
· 能够独立和协作工作。
· 注重细节、保密性和专业性。
· 紧迫感和高质量成果的交付能力。
关键绩效指标（KPI）
· 提案质量：准确性、完整性和及时交付。
· 订单管理：正确且高效的订单处理。
· 供应商管理：良好的关系和提升的批发价格。
· 财务准确性：发票和应收账款符合公司标准。
· 毛利率：所有提案中的一致且满意水平。
· 客户与团队满意度：积极的反馈和关系。
· 目标达成：达到总监和运营经理设定的目标。
· 合规性：遵守公司政策和安全标准。
最初发布于喜马拉雅斯
查看英文原文
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