Sales Account Management Support Specialist

Posted 2 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Junior
Hardware • Industrial • Manufacturing
The Role
Supports Account Managers by maintaining CRM records, customer documentation, renewal information, reports, dashboards, meeting materials, and follow-up trackers. Coordinates account data across sales, customer success, finance, operations, and technical teams while monitoring data quality and standardized workflows. The role helps ensure accurate, current information for customer relationships, account reviews, renewals, and internal handoffs.
Summary Generated by Built In

Location: Remote

Department: DEPADM

The Opportunity

The Account Management Support Specialist plays an important role in supporting our customer relationships and keeping account activity organized, accurate, and moving forward. Working alongside Account Managers, this person will coordinate customer information across multiple systems and platforms, prepare reports and account updates, track follow-ups and action items, support customer meetings, and help ensure both internal teams and customers have the information they need. We’re looking for someone who is comfortable with technology, quick to learn new tools, detail-oriented, and confident communicating with customers at different levels. For someone interested in building a career in client partnership and Account Management, this role offers the opportunity to learn the business from the inside out.

What you will do?

  • Maintain accurate CRM account records, including account profiles, contacts, activities, opportunities, renewal dates, account health indicators, and follow-up actions.

  • Document customer conversations, meeting notes, decisions, next steps, account changes, contracts, and key business details in the appropriate systems.

  • Organize and update account documentation, including account plans, customer profiles, status summaries, renewal notes, support history, and internal reference materials.

  • Use CRM, Microsoft Excel, PowerPoint, Teams, shared workspaces, document repositories, dashboards, and task-tracking tools to support account maintenance.

  • Track open issues, customer engagement, pipeline updates, renewals, and action items to ensure account teams have current information.

  • Create, update, and distribute reports, dashboards, account summaries, presentations, proposals, and executive-ready materials using current account data.

  • Monitor account data quality, identify missing or outdated information, and resolve documentation gaps across tools and repositories.

  • Coordinate with sales, customer success, operations, finance, and technical teams to collect, validate, and maintain account information.

  • Prepare meeting documentation, agendas, notes, follow-up summaries, and action-item trackers for customer meetings and business reviews.

  • Support standardized workflows for CRM updates, document storage, account reviews, renewal tracking, and internal account handoffs.

Required Qualifications

  • Bachelor’s degree or equivalent experience in Business, Communications, Information Management, Operations, or a related field.

  • 2+ years of experience supporting account management, customer success, sales operations, client services, or account administration.

  • Experience maintaining CRM data, account documentation, customer records, reports, dashboards, or shared account repositories.

  • Strong attention to detail when entering, updating, and validating account information.

  • Ability to maintain organized account documentation, notes, reports, and reference materials.

  • Experience tracking follow-ups, renewal dates, account changes, and action items across multiple systems.

  • Proficiency with CRM platforms, Microsoft Excel, PowerPoint, Teams, shared workspaces, document repositories, dashboards, and task-tracking tools.

  • Ability to follow standardized workflows, maintain data hygiene, and support process consistency across account-management systems.

How we support you

We believe your best work happens when you feel supported - professionally, personally, and financially. That’s why we offer a range of benefits designed to help you thrive, stay healthy, and plan for the future.

  • Performance-driven rewards – Competitive pay with incentive opportunities that recognize your results and contributions.
  • Comprehensive healthcare – Medical, dental, and vision coverage that supports you and your family’s total well-being.
  • Security and peace of mind – Life and disability insurance programs that provide protection when it matters most.
  • Flexible benefits options – A variety of voluntary benefits so you can personalize coverage to fit your needs.
  • Time to recharge – Generous paid time off to relax, travel, and maintain a healthy work-life balance.
  • Investing in your growth – Education assistance and tuition support to help you build skills and advance your career.
  • Planning for the future – Retirement and savings programs that help you achieve long-term financial confidence.

Come build with us

At Integra, we’re driven by a vision to transform the data center industry. We specialize in delivering optimized turnkey solutions that bring together speed, quality, and reliability - helping our clients build and operate the mission-critical infrastructure that powers today’s digital world. Integra is a vertically integrated company - owning and managing every phase of the process from site selection and design to manufacturing, procurement, commissioning, and warranty. This approach allows us to move faster, solve challenges more efficiently, and deliver exceptional outcomes for our partners.

What truly sets Integra apart is our people. We are a team of problem-solvers, engineers, builders, and operators who thrive on tackling complex challenges and delivering results. Our culture values collaboration, accountability, and continuous improvement - because in a rapidly evolving digital landscape, excellence and adaptability matter.

Joining Integra means being part of a company that is shaping the future of data center infrastructure. If you’re passionate about innovation, impact, and building systems the world depends on, you’ll find the opportunity to grow and make a difference here.

Equal Opportunity Statement

Integra provides equal employment opportunities for all people. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact [email protected]

Skills Required

  • Bachelor's degree or equivalent experience in Business, Communications, Information Management, Operations, or a related field.
  • 2+ years of experience supporting account management, customer success, sales operations, client services, or account administration.
  • Experience maintaining CRM data, account documentation, customer records, reports, dashboards, or shared account repositories.
  • Strong attention to detail when entering, updating, and validating account information.
  • Ability to maintain organized account documentation, notes, reports, and reference materials.
  • Experience tracking follow-ups, renewal dates, account changes, and action items across multiple systems.
  • Proficiency with CRM platforms, Microsoft Excel, PowerPoint, Teams, shared workspaces, document repositories, dashboards, and task-tracking tools.
  • Ability to follow standardized workflows, maintain data hygiene, and support process consistency across account-management systems.
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The Company
HQ: Dallas, TX
630 Employees
Year Founded: 2014

What We Do

Integra is a vertically integrated provider of mission-critical data center construction and turnkey solutions. The company designs, manufactures, procures, commissions, and supports data-center infrastructure, including modular electrical and MEP systems. Founded around a mission to modularize data-center delivery, Integra combines engineering, manufacturing, construction management, and warranty services to help clients deploy reliable, scalable infrastructure for the rapidly changing digital world.

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