Job Description
Carlisle Companies Incorporated, a worldwide leading diversified manufacturer of premium building products and related technology has an immediate opening for a Strategic Accounts Program Manager to join our Carlisle Architectural Metals (CAM) team, Responsible for proactive management of key Strategic Accounts: managing bid calendars, coordinating bidders, and job follow-up with various departments across the CAM family of brands and locations. Responsible for assisting Strategic Account Managers in establishing new Strategic Accounts, growing sales within assigned accounts, and effectively executing quote follow-up (PFEQ). Creating and driving processes across all cross-collaborative teams, helping drive synergy, speed, and customer satisfaction. Knowledge of sales and manufacturing processes and the desire to learn are critical for success in this role. Willingness and ability to speak for the customer first, and hold all parties accountable (customer, sales team, internal parties) to ensure that everyone gets their ideal outcomes on time, without interruption or disruption and at the cost/margin that works for everyone’s schedule.
Essential Duties and Responsibilities
Proactive Bidder Management. Takes construction schedules provided from Strategic Account Manager (SAM), works with the construction teams at the accounts, speaks with the GC and finds the Preferred Bidder for Roof Edge, enters bidder for Hickman Edge System (HES) or Metal-Era (ME). Asks for preferred bidder for Wall Panels (when applicable) and sends the qualified leads to Citadel Architectural Products (CAP), PAC-CLAD or Drexel Metals.
Effectively Execute quote follow up (PFEQ) for CAM Strategic Accounts to increase sales volume, close rate, and overall volume with assigned accounts.
Works with the SAM to build initial quote(s) for new prototype builds, and new Strategic Account National Brand programs. Reviews all program and pricing tiers with the Director of Strategic Accounts before they are sent to customers to ensure margin and volume mix are in alignment.
Drives the new account setup process for Strategic Accounts, across brands and locations, in conjunction and with critical input from the SAM. Coordinates with Customer Service, Order Entry, Order Processing, Engineering, Purchasing and Manufacturing as needed with Pre-S&OP to ensure the accounts can launch smoothly and run through the Technical Sales Representatives (TSR) for regular and efficient quoting post launch.
Coordinates Monthly Account Update meeting with all SAMs to ensure the account list stays up to date and then distributes the account list to cross functional teams across CAM for regular collaboration.
Is the main point person for questions within CAM on how each Strategic Account program works with assigned accounts.
Assists the Director of Strategic Accounts with Price Level, Rebate, Warranty, and other Strategic Account related program process set up.
Emails daily report to SAMs of quotes created the day prior by the TSR team. Once SAMs report back changes needed with identified Strategic Accounts, the Program Manager either changes, or works with customer service to change the tagged account.
Central point person for all SAMs to email with Daily Order changes when orders are entered and do not include the correct Strategic Account. Once compiled, emails the changes to OE at HES and ME and ensures reporting is accurate with Customer Service and Finance for Strategic Accounts.
Assists in reviewing with the Director of Strategic Accounts, VP of Growth, and Director of PL/OEM Sales which accounts should be tagged as Strategic Accounts. Reports on sales history, future sales forecasts, CAM on time %, etc. for said accounts.
Assists in reporting on which accounts within the SA department are “obsession worthy” and should be looked at for Program Management.
Assists in training on CRM, Planswift, Smartsheet, Microsoft Teams and other internal software which the SA team uses.
Proactively communicates with and seeks feedback from assigned customers. Drives outstanding customer value and loyalty. Seeks to continuously improve customer satisfaction.
Identifies potential project risks and develops/implements strategies to minimize negative impact. Proactively and assertively communicates internally and externally to all parties, making them aware and offering options to mitigate impact.
Performs other duties and responsibilities as requested or required.
Knowledge and Skill
Bachelor’s degree in Business or related field or equivalent experience
Minimum of five years of operations, field service, sales or project management experience required
Experience in one or more of the following industries preferred: building materials, construction.
Proficient in Microsoft Office products, including Word, Excel, PowerPoint and CRM.
Strong communication, both written and oral, as well as presentation skills, work ethic, and personal motivation
Project Management Institute (PMI) certification desirable; but not required. Project Management skills needed.
Strong “customer first” mindset, and well-developed customer service and business development skills balancing results with focus on exceeding both targets
and customer expectations.
Maintains professional and technical knowledge by attending trade shows, educational workshops; reviewing professional publications; establishing personal
Collaborate with internal teams, including marketing, quoting, estimating, customer service, finance and product development, to ensure effective execution of sales initiatives and programs.
Physical Demands
While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to finger, handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must
occasionally lift up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and
ability to adjust focus.
The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.
Candidates must be able to satisfactorily meet the physical demands listed, with or without reasonable accommodation.
Work Environment
The position is primarily a traditional office-based position (either home office or CAM office, based on terms of offer letter) with some work required related travel up to 20% of time.
The role is primarily scheduled weekdays, and during first-shift hours; however infrequently, projects and initiatives may require the flexibility to occasionally work on weekends or during second-shift hours.
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