WHAT DOES AN INTERNAL ACCOUNT MANAGER DO?

Published: Oct 09, 2025 - The Internal Account Manager actively drives sales by prospecting new opportunities, supporting win-back and cross-selling strategies, and meeting monthly and quarterly KPIs. This role involves providing office-based support to External Account Managers, generating and following up on quotations, maintaining customer relationships, and managing a functional sales pipeline through accurate data input. The manager also conducts product and market analysis to maximize profit margins, participates in group sales campaigns, and collaborates with internal teams to ensure customer requirements and escalations are effectively addressed.

A Review of Professional Skills and Functions for Internal Account Manager

1. Internal Account Manager Job Summary

  • Enterprise Platforms: Use enterprise platforms, content, and technologies in a manner that is tailored to their specific use case.
  • Relationship Building: Build and maintain relationships across the organization (Sales, Customer Support, Product, etc.) to fulfill requests.
  • Risk Management: Escalate and risk mitigation management.
  • Account Oversight: Oversight of all account activities.
  • Client Communication: Act as a point of contact for the client, provide an escalation path to and from Service, and attend to customer issues promptly.
  • Product Knowledge: Maintain a solid understanding of Refinitiv products and solutions.
  • Sales Administration: Responsible for sales-related administrative activities.
  • Resource Coordination: Responsible for internal resources to help resolve client admin issues that arise.
  • Trial Management: Manage Free Trials for setup and extension (Eikon/GRC/Workspace).
  • Order Processing: Create CAAs (user swaps, exchange entitlements, order form creation/processing) and handoff to OMS with problem resolution.

2. Internal Account Manager Functions

  • Relationship Management: Maintain and establish relationships.
  • Sales Presentation: Present and sell company products and services to current and potential clients.
  • Project Coordination: Manage the critical path so key deadlines are met.
  • Cross-Regional Liaison: Liaise with the Far East, ensuring all feedback is provided to the relevant departments.
  • Client Resolution: Identify and resolve client concerns.
  • Market Awareness: Maintain an awareness of trends and competitor ranges.
  • Business Growth: Suggest opportunities for how to grow the business.
  • Sales Strategy: Develop and implement special sales activities to reduce stock.
  • Event Participation: Participate in marketing events such as trade shows.
  • Negotiation Skills: Negotiate with factories and buyers to achieve target margins.
  • Customer Development: Responsible for customer development meetings.
  • Price Negotiation: Negotiate sales/cost prices, lead times, and delivery dates with retailers and factories.

3. Internal Account Manager Accountabilities

  • Quotation Management: Work from customer designs or concepts to calculate quotes.
  • Account Management: Manage a portfolio of accounts and deal with all queries.
  • Client Relations: Maintain and expand relationships with existing clients.
  • Administrative Support: Complete all administrative work for own clients.
  • Customer Engagement: Continually strengthen client and customer relationships by meeting and exceeding customer expectations.
  • Team Support: Cover and support other Account Managers.
  • Order Processing: Process orders and deal with enquiries from the external sales team.
  • Sales Assistance: Support the external sales team with any administrative requirements.
  • Service Improvement: Work with other departments to continually improve customer service levels.
  • Meeting Participation: Attend meetings as directed, both internal and external.

4. Internal Account Manager Duties

  • Reporting Structure: Report to the IAM Manager for the South of the UK.
  • Team Collaboration: Work at the Swansea Depot as part of a sales-focused account management team.
  • Account Responsibility: Take responsibility for an allocated number of accounts for the Brenntag Essentials business.
  • Client Service: Work closely with existing clients to provide industry-leading, efficient, friendly customer service.
  • Sales Targets: Responsible for the delivery of all monthly, quarterly, and annual budgeted sales targets.
  • Profit Contribution: Contribute to the depot’s EBITDA target using effective sales techniques within the company’s sales procedures.
  • Business Development: Maximise all commercial sales opportunities via the profitable development of new and existing business.
  • Sales Planning: Work with their line manager to develop a sales plan for the area, monitoring and mapping objectives and timescales required to achieve sales growth.
  • Stakeholder Collaboration: Work closely with all key stakeholders within Brenntag to achieve the mutually required targets for the overall benefit of the company.
  • Administrative Management: Responsible for the appropriate administration required to achieve these targets, including (but not limited to) the completion of contact reports on a daily basis, the generation of quotations for customers, and the completion of monthly reports for line management to illustrate development and successes.

5. Internal Account Manager Details

  • Account Collaboration: Proactively engage and collaborate with assigned External Account Managers on multiple assigned accounts.
  • Business Retention: Retain existing business and drive incremental volume and value-based business in trading and low-spending accounts.
  • Strategic Alignment: Understand joint priorities and focus areas, including target customers, to drive new business.
  • Tool Promotion: Help promote SCC tools such as Lifecycle to drive standardisation, catalogue management, and automation.
  • Account Maintenance: Create customers’ accounts on Lifecycle and maintain these accounts.
  • Vendor Engagement: Proactively engage with peers within the vendor community to map accounts, promote vendor campaigns, and develop joint business within the assigned customer base.
  • Product Knowledge: Understand in detail relevant vendors’ products and messaging to provide a competitive edge, and proactively sell additional products and services within the assigned customer base.
  • Service Positioning: Understand SCC Product and Service offerings to position high-level benefits and introduce an external account manager for further discussion.
  • Market Understanding: Understand customers' routes to market, customer portals, and frameworks that they utilise.
  • Deal Registration: Register deal regs, special bids, and leverage vendor portals to gain the best competitive cost price.
  • Sales Support: Assist in gaining new meetings for the external account manager.
  • Sector Insight: Understand the customer sector and respective nuances to understand their route to market for procurement purposes.

6. Internal Account Manager Responsibilities

  • Pre-Sales Support: Ensure all pre-sales enquiries, quotations, and orders are responded to in a timely and efficient manner.
  • Quotation Management: Chase outstanding quotations with customers to convert into business and track progress in relation to orders and aged debt.
  • CRM Monitoring: Update SCC’s CRM system and monitor and review the win-loss ratio of quotations and leads generated.
  • Service Excellence: Follow SCC best practice to ensure the highest level of service is provided to customers, both internal and external.
  • Issue Resolution: Collaborate with assigned external parties for the resolution of customer challenges and concerns.
  • Procedure Compliance: Ensure all customer internal procedures are kept updated on MYSCC and comply with required standards.
  • Cross-Functional Liaison: Liaise with all relevant SCC functions, including but not limited to Credit Control, Warehouse, Operations, and Enterprise.
  • Product Lifecycle: Manage customer standard products, roadmap products going ‘end of life,’ and oversee transition management.
  • Bid Management: Understand and manage existing customer special vendor bids.
  • Product Knowledge: Maintain product knowledge to an acceptable level and ensure awareness of any new releases or updates.
  • Service Awareness: Ensure knowledge of SCC’s products, enterprise, and relevant service offerings is up-to-date and that these are introduced to conversations with customers regularly in line with their requirements.

7. Internal Account Manager Roles and Responsibilities

  • Customer Service: Provide an exceptional level of customer service to assigned accounts, providing quotations and processing purchase orders.
  • Administrative Support: Complete administrative tasks (deliveries, logistics, deal registrations, etc.).
  • CRM Management: Ensure that the CRM system is kept up to date and accurate with information.
  • Sales Assistance: Provide assistance to the allocated external sales team members.
  • Sales Operations: Take responsibility for the internal sales operational cycle and collaborate with key stakeholders.
  • Deal Management: Ensure smooth completion from preparation to deal completion.
  • Relationship Building: Develop and maintain strong customer and supplier relationships.
  • Career Opportunity: Genuinely exciting opportunity for someone looking to get into an Account Management style role, offering genuine career progression opportunities within an expanding and forward-thinking business.

8. Internal Account Manager Duties and Roles

  • Customer Relations: Establish and develop customer relationships via email and phone within assigned books of business.
  • Customer Contact: Represent as a central point of contact for the customer base.
  • Sales Liaison: Act as a liaison between Outside Sales, customers, and SHI’s internal departments.
  • Customer Support: Provide excellent customer service and support to customers and the outside sales team.
  • Quotation Management: Create pricing quotes for customers based on IT requirements, with a focus on server, storage, networking, virtualization, and cloud solutions.
  • Solution Recommendation: Recommend IT solutions or products based on customers’ IT requirements.
  • Deal Management: Engage on large customer deals through deal registration with internal teams and vendors, and track these through the Customer Relationship Management (CRM) tool.
  • Sales Support: Provide sourcing, product quotes, pricing, and product information to the outside sales team.

9. Internal Account Manager Responsibilities and Key Tasks

  • Partnership Development: Establish vendor and distribution channel partnerships via meetings and phone conversations.
  • Order Management: Enter purchase orders and provide updates to Outside Sales and customers on order status.
  • Team Collaboration: Actively participate in team and customer meetings with Outside Sales or with managers to review important updates and changes.
  • Product Training: Attend OEM, industry, and solution-based trainings to obtain the latest information for targeted solutions as outlined by leadership.
  • Conference Coordination: Set up and participate in conference calls between Outside Sales, customers, vendors, and internal teams.
  • Problem Resolution: Be proactive with problem resolution by handling product returns, invoicing questions, and customer concerns.
  • Sales Strategy: Collaborate and strategize with the Account Executive on potential new opportunities based on customers’ quoting and order history.
  • Quotation Follow-Up: Follow up on open quotes and renewals with customers, and provide feedback to Outside Sales to increase the overall win rate.

10. Internal Account Manager Roles

  • Sales Performance: Meet sales objectives and focus on customer retention as well as improving overall customer satisfaction (also through digital channels).
  • Opportunity Identification: Identify customer potentials, i.e., opportunities for cross- and range-selling to existing customers, and engage relevant stakeholders (e.g., Brenntag Specialties sales staff).
  • Sales Strategy: Set strategies and targets for the growth of customers in the assigned territory (sales plan), aligning with the Sales Manager.
  • Client Meetings: Conduct customer visits and prepare the meetings using all available tools and reports; coordinate, negotiate, and close proposals.
  • Spot Sales Management: Manage spot business and rush offers, obtaining support from the Commercial Assistant.
  • Stakeholder Liaison: Liaise with relevant stakeholders to create, in a timely manner, the best offer for the customer and extract maximum value (e.g., Sales Management/Product Management for Pricing topics).
  • Customer Contact: Act as the major point of contact to customers in the assigned territory in all commercial matters.
  • Market Research: Conduct market studies on potential new product opportunities by contacting customers to gather interest and test market demand.
  • Digital Sales Enablement: Leverage Brenntag Connect to generate and maximize sales.

11. Internal Account Manager Additional Details

  • Customer Communication: Responsible for contacting customers.
  • Account Planning: Prepare and own strategic account plans.
  • Solution Delivery: Ensure the timely and successful delivery of solutions.
  • Customer Focus: Work to the customer's needs and objectives.
  • System Utilization: Use MRP or CRM systems.
  • Reporting Management: Prepare weekly, monthly, and quarterly reports.
  • Business Development: Develop new business with existing clients.
  • Client Meetings: Hold regular face-to-face reviews.
  • Work Arrangement: Responsible for office-based near Nottingham/remote split.

12. Internal Account Manager Essential Functions

  • Quotation Management: Prepare detailed quotations, quoting for tenders, and follow-ups of quotations.
  • Order Processing: Responsible for processing orders in SAP.
  • Data Management: Support WB creation and master data updates.
  • Vendor Registration: Responsible for customer requirements of vendor registrations and updates.
  • Tender Preparation: Prepare tender documents and follow-ups.
  • Offer Analysis: Follow up on the outcome of submitted offers; if not successful, analyze the reason for failure.
  • Complaint Handling: Responsible for handling customer complaints.
  • Account Stewardship: Responsible for the stewardship and growth of assigned accounts.
  • Customer Satisfaction: Maintain contact with all customers to ensure high levels of satisfaction.
  • Order Finalization: Process the order once pricing terms, conditions, and delivery commitments have been satisfactorily settled, approved, and agreed upon by both parties.
  • Dispute Management: Handle invoice corrections (credit/debit) and submission of the correct invoice.
  • Quotation Follow-Up: Prepare quotations and follow up on orders.
  • SAP Operations: Responsible for order processing in SAP.

13. Internal Account Manager Role Purpose

  • Customer Communication: Responsible for handling customer calls.
  • Offer Preparation: Prepare competitive offers on time as per customer requirements and follow up for the outcome; if not successful, analyze the reason for failure.
  • Reporting: Submit daily reports to the line manager.
  • Meeting Participation: Attend all meetings, presentations, and trainings as requested by the line manager.
  • Complaint Management: Understand customer complaints, raise the CCR in SAP, and coordinate with the Quality team.
  • Cross-Functional Coordination: Ensure smooth work processes and transactions with BDMs, Supply Chain (OPS), Finance (Accounts), and Fulfill (Logistics).
  • Customer Service: Deliver the best service to customers and ensure correct supply and invoicing, providing fast and adequate responses to requests and complaints.
  • Credit Control: Support credit control and follow up on payments.
  • Business Growth: Develop wallet share and added-value enhancement action plans to increase volume, revenue, ASP, and profitability results.
  • Asset Management: Keep control of assets provided to existing customers and coordinate with the BDM/OPS team for new signings.
  • Asset Monitoring: Periodically check asset statements and retrieve idle assets.
  • Logistics Coordination: Closely follow up with the logistics team for deliveries to avoid any failures and keep customers well-informed.
  • Telemetry Monitoring: Closely monitor telemetry and arrange cryo ease deliveries accordingly.

14. Internal Account Manager General Responsibilities

  • Sales Achievement: Meet or exceed individual sales targets established for an assigned region.
  • Lead Development: Develop qualified leads and opportunities into new business using company-provided telesales techniques and sales processes.
  • Account Growth: Grow the existing account base through new customer acquisition and cross-selling/upselling existing accounts.
  • Pipeline Management: Manage and nurture a database of prospects/customers in a territory, focusing on business situations that provide the highest probability to move forward in the sales process.
  • CRM Maintenance: Maintain and update the contact management database (CRM) with customer and sales data after every prospect/customer interaction.
  • Sales Collaboration: Collaborate with the Quote and Configuration Team to develop technical sales proposals for presentations.
  • System Configuration: Ensure that systems are configured with the proper equipment before quotes are issued to customers.
  • Proposal Delivery: Deliver proposal and quote presentations.
  • Issue Resolution: Manage and resolve customer concerns and issues related to sales opportunities.

15. Internal Account Manager Key Accountabilities

  • Performance Management: Work towards targeted KPIs based around budget, acquisition, and productivity by actively pursuing sales opportunities (prospecting, win-back, cross-selling).
  • Prospecting: Source new sales opportunities through prospecting and cold calling.
  • Account Research: Research accounts, identify decision-makers, and generate interest.
  • Account Support: Provide office-based support to External Account Managers.
  • Sales Campaigns: Support group sales campaign initiatives.
  • Quotation Management: Generate and follow up on quotations.
  • Sales Closure: Close sales and achieve monthly/quarterly KPIs.
  • Market Analysis: Employ diligent analysis of product and market data to maximise profit margins.
  • Campaign Participation: Self-manage individual contribution to central and site-led sales campaigns.
  • Pipeline Management: Input and maintain data to ensure a functional and effective sales pipeline.
  • Customer Retention: Maintain regular contact with the existing customer base.
  • Customer Understanding: Understand customer needs and requirements.
  • Department Liaison: Liaise with other departments within the site to ensure customer requirements are met.
  • Escalation Handling: Handle client-based escalations from the customer service team.

16. Internal Account Manager Roles and Details

  • Benefit Knowledge: Understand health and ancillary benefit plan designs, billing, and claims resolution procedures.
  • Case Management: Work independently to manage and set workflow for each case assigned, being proactive and understanding the role in all facets of the case management process.
  • Relationship Building: Develop and maintain strong relationships with clients, brokers, sales producers, and vendors through frequent contact.
  • Client Support: Resolve day-to-day issues for clients with a proactive approach toward frequent issues.
  • Proposal Preparation: Prepare new business and renewal proposals for sales producers.
  • Market Analysis: In conjunction with the sales producer, facilitate and analyze marketing of all new business and renewal cases for all lines of business.
  • Rate Negotiation: Work with internal staff and vendors to negotiate rates to secure new business and maintain existing business.
  • Application Processing: Process new business applications and ensure cases are installed quickly and accurately.
  • Policy Administration: Process all policy changes, endorsements, and other requests of clients and brokers.

17. Internal Account Manager Job Description

  • Cross-Selling: Identify cross-selling opportunities.
  • Account Administration: Send and follow up on requests for broker of record changes and account terminations.
  • Client Assistance: Assist clients with claim, billing, enrollment, and servicing issues.
  • Workflow Compliance: Follow the system and Account Manager workflow.
  • Commission Coordination: Submit the appropriate notification forms to the commission department.
  • Database Management: Update the BKB client database on an ongoing basis and create and maintain case files that include all critical client information based on implemented workflows.
  • Administrative Communication: Communicate regularly with management and other staff members regarding all aspects of administration to ensure service excellence.
  • Team Collaboration: Develop and maintain strong working relationships with internal staff.

18. Internal Account Manager Overview

  • Solution Sales: Sell Ivanti solutions and services primarily via telephone or electronic means to customers in assigned territories or accounts.
  • Sales Performance: Meet or exceed identified sales targets while exceeding company standards for activity metrics (phone, contact, and pipeline generation) and documentation of customer interactions.
  • Customer Communication: Use telephone and electronic communication as the primary means of contacting customers while also executing select face-to-face meetings.
  • Opportunity Management: Complete job duties, articulate solution value, and develop and close sales opportunities.
  • Renewal Management: Assist in or own maintenance renewals, depending on territory assignment.
  • Policy Adherence: Work closely with teams to ensure adherence to Ivanti’s renewal policies and pricing.
  • Customer Retention: Focus on acquiring new customers (for certain focus solutions) and retaining and growing the existing installed base of customers.
  • Lead Generation: Generate new opportunities through cold calling and qualify and follow up with sales leads.
  • Revenue Growth: Develop and close strategic revenue opportunities within the assigned territory.
  • Team Collaboration: Coordinate closely with sales development, field marketing, and channel partner teammates.

19. Internal Account Manager Details and Accountabilities

  • Territory Management: Manage and develop assigned territory to maximize results and avoid conflict.
  • Team Leadership: Build the appropriate team for each opportunity.
  • Sales Coordination: Coordinate Ivanti personnel, including presales, consultants, services, etc., to drive value into the client base and close sales.
  • Relationship Development: Develop and maintain close business relationships with key decision-makers and influencers within client organizations.
  • Solution Presentation: Present solutions to meet clients’ business needs and fulfill requirements.
  • Revenue Forecasting: Responsible for accurate and timely revenue forecasting and updates.
  • Sales Procedures: Execute policies and procedures related to opportunity quoting and sales order processing.
  • Order Accuracy: Ensure all sales orders are processed in agreement with the customer.
  • CRM Utilization: Utilize customer relationship management (CRM) tools.
  • Account Administration: Maintain customer accounts, contacts, and sales records and perform other general administrative tasks to fulfill departmental targets.

20. Internal Account Manager Tasks

  • Dispute Resolution: Ensure any customer disputes are processed appropriately to ensure high levels of customer service.
  • Customer Communication: Deal with general communication received via telephone, email, web enquiries, or chat messages.
  • Quotation Management: Provide quotations and actively follow up on all open quotes, samples, and projects.
  • Order Processing: Responsible for the loading of sales orders on SAP.
  • Sample Management: Log and load samples and RMAs (Return Material Authorisation).
  • Order Acknowledgement: Issue order acknowledgements.
  • Supplier Liaison: Liaise with suppliers for pricing, samples, and data.
  • Relationship Building: Build outstanding professional relationships with customers and strong partnerships with suppliers to exceed their expectations.
  • Purchase Management: Timely placement of Purchase Orders and maintenance of master data for products.
  • Data Integrity: Maintain the integrity of statistical data for reporting purposes.
  • Risk Identification: Identify and report any risk in the supply chain that may impact the ability to meet customer demands.
  • Compliance Adherence: Ensure adherence to all policy and legislative requirements, including Health and Safety and Environmental Legislation.

21. Internal Account Manager Roles

  • Business Generation: Proactively generate new business to get accounts trading again, using HubSpot and call-out days.
  • Sales Enquiries: Receive sales enquiries via various media.
  • Quotation Preparation: Prepare and deliver quotes on customer requests (working with distribution, business units, and the technical resource team).
  • Value Addition: Add value with great pricing and information to help the customer make an informed decision.
  • Communication Skills: Communicate verbally and in writing with colleagues, customers, suppliers, and manufacturers.
  • Product Knowledge: Develop and maintain a clear understanding of products and service opportunities.
  • Margin Optimization: Ensure the greatest margin opportunities are offered.
  • Team Collaboration: Work closely with the Business Managers and Services teams to ensure that gross margin is maximised.
  • Quote Closure: Work actively on closing quotes and renewals, understanding the competition and keeping a fine balance on margin levels to win business.

22. Internal Account Manager Essential Functions

  • Outbound Sales: Responsible for proactive outbound calling as well as dealing with incoming calls and queries, ensuring the highest conversion of inbound leads.
  • Territory Strategy: Work with the Territory Account Manager to implement the strategy for the territory, liaising with Customer Success and Specialist Product teams to ensure pod targets are met.
  • Relationship Development: Develop an understanding of organisational and internal influence structures within all allocated agent customers and build relationships from office manager level to director/owner level.
  • Client Engagement: Ensure the territory client engagement coverage model is in place to engage with all customer and prospect accounts on a scheduled basis for all allocated accounts.
  • Customer Engagement: Demonstrate quality customer engagement while maintaining a high degree of business acumen and product awareness.
  • CRM Accuracy: Ensure that client records in Salesforce contain accurate, high-quality information.
  • Product Knowledge: Continually develop product knowledge to ensure the ability to discuss Zoopla’s entire product suite.
  • Skill Development: Attend internal and external training sessions as needed to increase skill set.
  • Market Awareness: Continually update product, market, and competitor knowledge.
  • Information Sharing: Proactively and regularly provide clients and salespeople with relevant industry and business information.
  • Internal Communication: Maintain effective communication links with all other teams and departments across the business, and communicate effectively with internal and external customers.
  • Complaint Handling: Handle customer complaints or enquiries and own the enquiry through to completion.
  • Brand Representation: Act as an effective, professional ambassador for the company at all external events, conferences, and presentations.
  • Revenue Growth: Deliver revenue and branch growth across Zoopla's portfolio of products (property marketing, CRM software, website products, and marketing reach products), consistently meeting territory targets in line with company goals.

23. Internal Account Manager Additional Details

  • Client Relationship Management: Manage the client relationship from a service quality and operations perspective and ensure KompiTech delivers to its service level agreements at a minimum.
  • Service Leadership: Lead customer interaction on service-related issues and orchestrate actions within the company to ensure quick resolution.
  • Feedback Analysis: Assess customer feedback and use their expertise to establish, improve, and refine service.
  • Commercial Awareness: Commercially minded and work in close proximity with the sales team to position KompiTech well for business retention, contract renewal and service extension.
  • Product Communication: Assimilate product and market knowledge and effectively communicate the benefits and feature set of KompiTech products to prospects over the telephone.
  • Lead Generation: Generate a targeted number of qualified leads by assessing clients’ or prospects’ needs and handing the opportunity over to the appropriate Sales Representative in a timely manner.
  • Lead Cultivation: Cultivate leads by evaluating the opportunity, communicating the value proposition for the customer, and following up in a timely manner.
  • Sales Coordination: Maintain open communication with field sales to discuss territory information, account details and to get feedback on lead activity.
  • Territory Planning: Develop a territory plan with the field sales team to meet the requirements of KompiTech’s sales objectives each quarter.
  • CRM Management: Track and maintain prospects in KompiTech’s BLiTS CRM tool.
  • Team Collaboration: Collaborate closely with Account Managers and the Presales team to initiate conversations and demonstrations with prospects.
  • Demand Generation: Show resilience in driving demand through focused e-mail and phone campaigns, webcasts, social media venues, and other demand generation activities.
  • Executive Relationships: Build and maintain relationships with key executives and decision-makers.
  • Positive Mindset: Maintain a positive curiosity and a can-do attitude.
  • Thought Leadership: Demonstrate thought leadership with customers and stay ahead of the industry trends by contributing to social media sites, i.e., Twitter, LinkedIn, etc.

24. Internal Account Manager Details

  • Sales Performance: Deliver sales targets in both value and volume, as determined by the Sales Director and UK management team.
  • Margin Management: Responsible for the commercial margin and price management for accounts.
  • Account Relationships: Manage and develop relationships with account-holding Merchants and Distributors across the defined portfolio, both commercially and technically.
  • Business Development: Manage and develop relationships with non-account Merchants and Distributors across the portfolio, with the aim of gaining new business and potential new accounts.
  • Pipeline Creation: Create the future pipeline for the External Sales Team through qualifying target lists of users and influencers.
  • CRM Collaboration: Work with the External Sales Team to join up customer intelligence and sales leads through the CRM system and diary management.
  • Customer Retention: Work with Courier Franchisees to gain more work from existing customers and treat them in a courteous and business-like manner.
  • Sales Reporting: Produce timely weekly reports from the Brisbane Sales Team and submit to the GM/Sales Manager in the approved format.
  • Commitment Fulfillment: Ensure any commitments made to customers are acted on in a timely manner.
  • Issue Escalation: Report any service failures reported by clients and direct these to the correct department managers/supervisors for remedial action.

25. Internal Account Manager Responsibilities and Key Tasks

  • Pipeline Management: Create a right-sized pipeline of opportunities.
  • Sales Performance: Achieve activity and sales targets.
  • Business Generation: Proactively phone prospects to generate new business.
  • Enquiry Handling: Deal with enquiries promptly and efficiently.
  • Upselling & Cross-Selling: Responsible for upselling and cross-selling.
  • Sales Process Management: Manage the complete sales process from lead generation to handover of orders to the operations team.
  • Customer Service: Provide excellent customer service.
  • Relationship Management: Build and maintain supplier and client relationships.
  • Lead Identification: Identify new business and prospect leads.
  • Client Communication: Responsible for regular client communication through email, telephone and also client visits.
  • System Management: Use and update company systems-Sage and CRM.
  • Target Achievement: Responsible for achieving sales targets.