Sales Account Manager

Sales Account Manager Opportunity

Blue United Sourcing is proud to partner with a leading work-truck upfitter specializing in fleet customization and equipment installations to hire a Sales Account Manager for their growing Arizona operation. This role is a key link between customers, the outside sales team, and production ensuring every client interaction reflects the company’s commitment to quality, precision, and service excellence.

The Sales Account Manager manages inbound inquiries, qualifies leads, develops quotes, supports project coordination, and nurtures customer relationships throughout the sales cycle. This individual helps drive accessory, retail, and smaller fleet sales while enabling outside sales representatives to focus on large commercial and government accounts.

Key Responsibilities

Customer Interaction & Account Management

• Serve as the first point of contact for inbound calls, emails, and web inquiries regarding quotes, products, and order status.
• Qualify new leads for suitability, budget, and timing; manage the relationship through to order completion or handoff to an outside rep as appropriate.
• Oversee in-person showroom traffic and accessory sales (e.g., toolboxes, racks, lighting, liners, liftgates, and other upfit components).
• Deliver an exceptional customer experience aligned with the company’s high standards of service and professionalism.

Sales Coordination & CRM Management

• Create and maintain quotes, sales opportunities, and orders using HubSpot CRM and Sage ERP systems.
• Prepare organized job files (build sheets, parts lists, photos, approvals) for operational handoff.
• Maintain accurate CRM data, track quote aging, and proactively follow up with customers.
• Generate and maintain reports, dashboards, and weekly pipeline updates for management visibility.

Cross-Functional & Sales Support

• Collaborate with both East Valley and West Valley Outside Sales Representatives to ensure consistent and timely support.
• Coordinate communications between customers, production, and operations teams to confirm lead times, delivery schedules, and order specifications.
• Provide coverage during field visits, vacations, or high-demand periods to ensure uninterrupted customer responsiveness.

Key Performance Indicators (KPIs)

• Quote response time and follow-up rate
• Quote-to-order conversion ratio
• CRM accuracy and completeness
• Customer satisfaction and communication timeliness
• Reduction in administrative load on outside sales reps