Key Account Manager

Accounting & Finance

Act as the primary liaison between high-value customer accounts and the company.  Develop and maintain a strong relationship with each customer based on trust and a thorough understanding of each customer's needs and preferences.  Work with company sales staff and management to develop innovative channels and ideas to better serve our customers.
• Serve as the main and first point of contact for all customer inquiries, including product specifications, technical support, and installation advice.
• Recognize and resolve key client issues and complaints
• Manage the customer order process from beginning to end, including; making product recommendations, providing price quotes, processing purchase orders, and confirming inventory stock availability
• Negotiate contracts with key accounts and establish customer growth goals
• Work with outbound logistics and other departments to ensure shipments are shipped according to the instructions of the customer
• Collaborate with the sales team to identify innovative ways to increase sales on aging products
• Review potential new hires and conduct in person interviews
• Create, prepare, and present reports to other departments and management
• Develop, create, and execute quarterly promotions across multiple market segments. Collaborate and create material with the marketing team for promotions to ensure goals and objectives are met, as required.
• Record, update, and manage confidential and other customer data within the company's customer relationship management system
• Lead new product releases utilizing task manager programs to ensure on time release. This includes assigning: SKU, UPC, pricing, marketing materials, retail packaging design, target audience
• Analyze sales figures of top accounts to evaluate growth by both volume and revenue
• Provide prompt, excellent customer service and support via email, phone calls, and LiveChat.
• Work closely with the accounting team to ensure accounts are up to date and paying on time.
• Develop new sales strategies in emerging markets through research, dealer inquiries, networking at trade shows, and working with outside sales reps.
• Represent VIAIR at industry and/or end-user trade shows, informing show attendees about VIAIR products and answering questions, while developing new sales leads.

Act as the primary point of contact for hundreds of wholesale customers and end users. Develop and maintain a strong relationship with each customer based on trust and a thorough understanding of each customer's needs and preferences. Assist in managing a team of sales reps to ensure all customer and employee goals are met.
• Work with Sales & Customer Service manager to develop performance goals, metrics, and benchmarks to monitor and manage work for the Sales & Customer Service organization
• Analyze employee performance and productivity and provide updates to senior management
• Conduct analyses of data and process gaps, develop technical and process solutions, and provide recommendations to management and sponsors
• Manage and direct cross-functional teams of sales and customer service representatives, shipping personnel, management, and others to identify efficiency improvement opportunities, develop processes, create process maps, and deliver solutions
• Communicate with customers through different channels, such as phone, email, and the company's Live Chat website interface
• Develop and generate weekly and monthly reports on sales and other customer-facing information for senior management
• Use custom CRM system to manage customer accounts and information, including tracking orders, issues, and inquiries for larger customer accounts
• Utilize Electronic Data Interchange interface to transfer order information between the company and suppliers
• Manage inventory through company's inventory system, identifying trends and potential stock issues to ensure proper inventory levels
• Interact with current and potential customers at tradeshows throughout the country, giving presentations and providing information about products and services

Sales & Customer Service Assistant Manager

Provide customers with quick and efficient service of their account.  Review, process, and submit orders as needed.  Continually follow up with active accounts to increase sales and check on any product issues.
• Manage accounts to ensure accurate and timely order processing, respond to inquiries and communications, and maintain a good working relationship with the customer
• Generate sales quotes for customers for different types and sizes of orders, including recurring customers and custom product requests
• Work with customers to identify products and services that will meet their requirements, often utilizing different avenues of communication, such as email, phone, or Live Chat via the company's website
• Work with management to identify stock requirements, ensuring adequate inventory levels to meet customer demand
• Use custom CRM system to manage customer accounts and information, including tracking orders, issues, and inquiries for customer accounts

Sales & Customer Service Associate

Report to the shipping & receiving manager and complete daily shipping and receiving duties. Operated as shipping & receiving manager when needed. Organize and maintain inventory levels to ensure high efficiency while processing orders.
• Responsible for accurately packing orders in a safe and timely manner, including pulling, packing, shrink wrapping, and loading
• Utilized company's sales system to generate order pick list to maximize efficiency and accuracy while completing orders
• Performed daily safety inspections of equipment, including forklifts
• Operated forklift to move goods and shipments between locations, following proper safety protocols
• Monitored and updated computerized inventory records to ensure proper accounting and stock levels
• Managed and performed bi-annual inventory management audits and cycle counting
• Directed shipping & receiving personnel as needed when management was out of the office
• Received and processed incoming shipments, inspecting shipments and purchase orders to ensure accuracy
• Shelve and store items following proper inventory stocking procedures, striving for cleanliness and efficiency
• Developed new warehouse processes and shipping strategies to increase efficiency and productivity

Shipping & Receiving Associate

Responsible for managing all warehouse operations, including inventory maintenance, safety inspections, and employee management. This often involves overseeing team performance, expediting the receiving and shipping of goods, and ensuring efficient, organized storage
• Support shipping team with required ship dates and processing carton identification labels.
• Record and track customer orders in Work in Progress spreadsheet to accurately prepare and ship orders on time.
• Work with production team to ensure timely completion of product.
• Managed inventory of more than 15,000 unique products, ensuring proper stock levels and inventory cycle
• Provided reports to management regarding inventory levels, shipments, pending orders, and goods received
• Scheduled incoming and outgoing shipments to ensure efficiency and eliminate stock outs or warehouse bottleneck situations
• Processed purchase orders from major regional warehouses nationwide
• Developed company warehouse procedures, including authoring procedure guide and training employees
• Utilized vendor-supplied software to process and complete shipments
• Processed shipments for retail store locations, including assembling, packaging, and shipping the orders
• Act as a subject matter expert for all warehouse-related processes and strategies

Warehouse Manager

Work closely with the sales team to process orders quickly, accurately, and efficiently.  Check orders for availability and pricing and report back to sales reps in case of discrepancies
• Process orders created by sales representatives
• Worked with customers to help identify needs and ensure correct products were purchased
• Receive and process order payment through various methods
• Coordinate with finance manager to ensure proper completion of ordering process

Customer Service Representative

Responsible for managing all warehouse operations, including inventory maintenance, safety inspections, and employee management. This often involves overseeing team performance, expediting the receiving and shipping of goods, and ensuring efficient, organized storage.
• Managed inventory of more than 10,000 unique products, ensuring proper stock levels and inventory cycle
• Scheduled incoming and outgoing shipments to ensure efficiency and eliminate stock outs or warehouse bottleneck situations
• Processed purchase orders from major regional warehouses nationwide
• Utilized vendor-supplied software to process and complete shipments
• Processed purchase orders from major regional warehouses nationwide
• Create employee scheduling to ensure sufficient manpower to handle the daily activities

Find out detailed information about Ryan Morgan, Key Account Manager in Lake Forest, CA

Ryan Morgan: Key Account Manager in Lake Forest, CA

Ryan Morgan

Saddleback College