Account Manager
Description Summary:
The M3 Account Manager will serve as a conduit to increase wallet-share and revenue per customer by regularly contacting all existing M3 customers and attempting to sell any non-utilized M3 products/services; e.g., Insight and Labor Management. This position will have regular and routine contact with all existing M3 customers with the intent to build rapport and relationships and help identify potential “churn” in time to communicate with the appropriate members of the M3 sales and sales leadership team. In addition, this position will provide direct management, mentoring, and supervisory responsibilities of the Partner Channel Sales Executive position and ensure thorough and complete fulfillment of those job duties by that position.
Essential Duties:
The duties listed below are the essential functions of this position, and they may change as the needs of the company demand. All associates are expected to do what is necessary to get the work done and to cooperate fully with their supervisor’s requests for additional or altered duties.
- Daily oversight of the Partner Channel/Strategic Alliance activities performed by the Partner Channel Sales Executive, providing the necessary training, guidance, and assistance necessary to ensure achieving the Preferred Partner activity commitments.
- Be involved, as invited and as necessary, to the Preferred Partner Quarterly Business Report (QBR) calls/meetings, being ready to report on leads generated for each partner to-date, achievement of each Partner’s M3 business plan, as related to M3 sales support, and forecast potential deals on a rolling 90-day basis.
- Routine contact with all of M3’s Top customers.
- Outbound calling efforts to all M3 Accounting Core customers not currently using all of M3’s other solutions (Insight, Insight Budget & Forecast, and Labor Management).
- Support the calling and meeting efforts of the Partner Channel Sales Executive directly and as needed.
- Working with the Sales Support Engineer as necessary to conduct necessary product demos.
- Representing M3 to customers via phone conversations, email, web demonstrations and pre-scheduled on-site visits as well as conferences, seminars and other relevant events.
- Ability to travel as needed.
- Keeping current on all sales and marketing functionality within CRM and assisting the Partner Channel Sales Executive with the same.
- Primary contact point for all in-bound ancillary product inquiries via web, call-in, referral, etc.
- Required attendance in all relevant product development meetings, relevant project management meetings, relevant Product Owner meetings and any other meetings, calls or activities that will keep the Partner Channel Sales Supervisor and Inside Sales Executive up-to-date on all enhancements and functionality of M3’s ancillary products.
- Some understanding with authoring and updating Standard Operating Procedures (SOPs) and Standard Work Instructions (SWI). In addition to SOPs and SWI, you will also need understanding of Root Cause Analysis (RCA) and proper follow up for After Action Report (AAR).
- Other duties as assigned.
Education/Training/Experience:
- 5-10 years of experience in a directly related position required.
- Prior management and/or supervisory duties is preferred.
- Completion of a Bachelors Degree is preferred. Strong preference for the completion of a major in Sales, Marketing or Business; or an equivalent combination of education and experience.
- Must have strong written and verbal skills in English and ability to communicate effectively.
- Must be able to build and maintain positive business relationships with co-workers and other business contacts.
- Must have knowledge of a variety of computer software applications in word processing, spreadsheets, database and presentation software (MSWord, Excel, Access, PowerPoint)
- Must have a strong, working knowledge of all M3 products.
- Specific certifications and training adding to the global experience of this professional welcomed and desired, including Certified Hospitality Management.
- Prior experience supervising others with full HR responsibility for the reports is Preferred
Physical Requirements:
- Ability to sit and/or stand for extended periods.
- Ability to perform work on a computer for extended periods.
- Ability to work in the office regularly, or pivot to working at home should emergency situations arise.
- Ability to attend work per assigned schedule and attend meetings with excellent attendance and punctuality.
- Ability to lift and move light to moderate items occasionally without reasonable accommodation
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