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CIO Landing · 4 months ago

Account Manager Assistant

United States

Full-time

Remote

Mid Level

CIO Landing is seeking an Account Manager Assistant to support Account Managers and Professional Services in creating accurate proposals that drive customer success. The role involves researching solutions, managing orders, and providing account management for small clients while ensuring project documentation is accurate and organized.

ComputerConsultingInformation TechnologyVoIP

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

Qualification

Project managementVendor-related sales certificationsIT sales processesWritten communicationVerbal communicationCustomer serviceProblem-solvingAttention to detailOrganizational skillsCollaboration