Account Manager

JLS Mailing Services, Inc. Job Description (last rev. 11/2021) Job Title: Account Manager Work Location: 672 Crescent St. Brockton, MA Division/Department: Account Management Reports to: Executive Vice President Full-time 40.0 hours Exempt Essential Duties and Responsibilities: Serve as primary contact for assigned customers, providing a positive, productive JLS experience with every job. Understand sales estimates and related pricing for each job. Convert estimates into (or create new) orders in the Midnight order entry system. Create occasional estimates where no salespeople are assigned utilizing Midnight's estimating process and accompanying services wizards. Request postage in advance from customers. Work with the Production Manager as needed to involve third party subcontractors and/or perform materials purchasing as required to fulfill customer projects. Complete purchase orders in Midnight for billing purposes. Coordinate all pick-ups of client materials, agree with client on dates data is required to maintain production schedules, arrival of artwork and other elements of the job. Successfully lead and resolve issues. Coordinate with the Production Manager in setting all job schedules to ensure agreement on all due dates. Print error-free relevant work orders without errors for processing on the Shop floor. Obtain signoffs on proofs from customers and provide updates on progress through production stages to when the final product is mailed or shipped. Serve as internal liaison for approving job output at all stages in the production process. Perform quality checks through all work areas as required Upon job completion act accordingly in either returning, warehousing, or destroying any excess materials Create draft customer invoices and associated backup for Accounting according to the completed specifications of each job's estimates - clarify inconsistencies in the production process with Sales where required. Provide complete and secure control over all customer records and company files as necessary Maintain compliance with all company policies and procedures, in particular the complete and secure control over all customer records and company files as necessary for HIPAA and SOC II Type 2 audit purposes. Attend all meetings relating to company and the position; support team mates as needed for philanthropic activities, vacation backup etc. Perform other duties as assigned by supervisor. Education and/or Work Experience Requirements: Bachelor's or Associates Degree required or equivalent related work experience Print and Mail Industry experience helpful but not necessary Excellent verbal and written communication skills to use with internal and external customers at all levels Computer proficiency (MS Office - Word, Excel and Outlook), will also use Midnight and other in-house applications Must be able to work under pressure and meet deadlines while maintaining a positive attitude and providing exemplary service to employees and customers Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with the federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, and other federal, state, & local standards Must be able to lift and carry up to 50 lbs Must be able to talk, listen and speak clearly on telephone and in person Work at home arrangements on a partial week basis optional for this position. Employee Name __________________________Employee signature : ___________________________ Date:_____

Created: 2024-11-05