Account Manager - DLS

Posted 20 Days Ago
Be an Early Applicant
75234, Dallas, TX, USA
In-Office
Junior
Other
The Role
Manage and grow a portfolio of customer accounts as the primary client contact. Responsibilities include onboarding, ongoing support, renewals, relationship management, account performance monitoring, issue resolution, account reviews, and identifying upselling or cross-selling opportunities. The role coordinates with sales, operations, customer support, and finance teams while maintaining accurate records in ERP, CRM, and other systems.
Summary Generated by Built In

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference.

We offer team members:

  • Careers with purpose
  • Teamwork environment
  • Amazing 401K Retirement Plan
  • Envision Paid Life Insurance
  • Medical, Dental, Vision, FSA Plans
  • 10 Paid Holidays
  • PTO & Vacation
  • Tuition Reimbursement

POSITION SUMMARY 

Manage and grow a defined portfolio of customer accounts. Serves as a primary point of contact for assigned clients, ensuring satisfaction, retention, and long-term relationship growth by understanding customer needs and aligning company products or services to meet those needs.

KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE 

  • Primary point of contact for assigned customer accounts.
  • Build and maintain strong, long-term client relationships.
  • Understand each customer’s business objectives and provide tailored solutions.
  • Manage account onboarding, ongoing support, and renewals.
  • Coordinate with internal teams (e.g. sales, operations, customer support, finance) to ensure timely accurate delivery of products or services.
  • Monitor account performance, usage, and satisfaction levels.
  • Identify opportunities for account growth, upselling, and cross-selling.
  • Prepare and present account reviews, reports, and recommendations.
  • Resolve customer issues and escalate concerns as needed to ensure timely resolution.
  • Maintain accurate account records in ERP, CRM, and other internal systems.

                                                                                                                 

Qualifications

JOB REQUIREMENTS INCLUDE

Education:  High school diploma or equivalent, required.

Experience: 

  • 1-3 years of customer service experience in an industrial industry.

Knowledge/Skills: 

  • Strong communication, problem-solving, and interpersonal skills.
  • Strong analytical skills.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with Microsoft Dynamics AX preferred.
  • Ability to manage multiple priorities and meet deadlines.

SUPERVISORY RESPONSIBILITIES

Total Number of Employees Directly Supervising: 0

Number of Subordinate Supervisors Reporting to Position: 0


VISION REQUIREMENTS INCLUDE

   Can be performed with or without assistive technology:

    X     Required to perform activities such as: preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact.

___     Required to perform activities such as: operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery.

___     Required to review/inspect own assigned work, the work of others, or facilities or structures.


   Requires normal (or corrected to normal) vision/acuity:

___     Required to operate motor vehicles and/or heavy equipment such as        forklifts.


COMMENTS

Envision, Inc. is an Equal Opportunity Employer and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply. 

Envision, Inc. employs and advances in employment individuals with disabilities and protected veterans,and does not discriminate on the basis of disability or veteran status in its hiring or employment practices. 

Reasonable accommodations are available to enable individuals with disabilities to perform the essential functions of a position. 

 

PHYSICAL REQUIREMENTS INCLUDE

In an average workday, employee must:

Task

None

Occasional

Frequent

Constant

Stand


x



Walk


x



Sit



x


Bend/stoop


x



Climb

x




Reach above shoulders


x



Squat/crouch/kneel


x



Push/pull

x




Lift


x



Usual amount

 X <10 lbs

 11-25 lbs

 26-50 lbs

 51+ lbs

Carry


X



Usual amount

 X <10 lbs

 11-25 lbs

 26-50 lbs

 51+ lbs

 

Employee must use hands for repetitive action such as

Task

Right

Hand

Left

Hand

Simple grasping

x Yes

 No

xYes

 No

Firm grasping

 Yes

x No

Yes

x No

Fine manipulation

 xYes

 No

xYes

 No

WORKING CONDITIONS INCLUDE

In an average workday, employee is exposed to

Task

None

Occasional

Frequent

Constant

General shop or store conditions

x




General office environment




x

Humid, extreme hot/cold temps (non-weather)

x




Outdoor weather conditions

x




Fumes or airborne particles

x




Fluorescent lights




x

Moving, mechanical parts

x




Toxic chemicals

x




Loud noise intensity levels

x




Risk of electrical shock





Travel for job


x



                 

Skills Required

  • High school diploma or equivalent
  • 1-3 years of customer service experience in an industrial industry
  • Strong communication skills
  • Strong problem-solving skills
  • Strong interpersonal skills
  • Strong analytical skills
  • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint
  • Experience with Microsoft Dynamics AX
  • Ability to manage multiple priorities and meet deadlines
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The Company
HQ: Wichita, KS
125 Employees
Year Founded: 1933

What We Do

Envision provides services to people of all ages. From providing employment, to providing a sense of community, to administering rehabilitation and training, to giving much needed resources, the goal is always the same – independence and a better quality of life. This is how Envision transforms lives. The rate of blindness and visual impairment is staged to increase at a rate that could be likened to an epidemic. Without research, education and rehabilitation, those who live with or will live with a visual impairment will not be able to maintain quality of life. Addressing these needs now is crucial. From the millions of hours of employment to the thousands of individuals who have benefited from vision rehabilitation services, Envision works to provide choices, resources and advocacy for people who are blind or low vision. Envision’s mission encompasses all departments, branches and locations under the Envision name. It touches every job and employee on a day-to-day basis, uniting us in our goals: To improve the quality of life and provide inspiration for the blind and visually impaired through employment, outreach, rehabilitation, education and research. Behind this is a simple thought: to improve others’ lives. To impact an individual or family in a positive and lasting way. This is why we exist and what drives us to succeed in our endeavors.

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