FreeHire

CIO Landing

Account Manager Assistant

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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