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Account Manager

1/21/2026

The Account Manager is responsible for maintaining and growing relationships with the current customer base while ensuring accurate communication of job details to production departments. This role involves preparing work orders, monitoring job progress, and liaising with clients and internal teams.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
BMS Direct is a nationwide service provider of high-quality direct marketing solutions, delivering cost-effective communications to your target market. We offer a one-stop solution for our client’s, from graphic design, mailing services, and printing, to our recent additions such as promotional products, branded apparel, and web to print capabilities. Our mission is to provide solutions that bring value to our customers in order to drive results.
About the Role

Description

Purpose of Job: Responsible for maintaining relationships and helping to grow the business within our current customer base. Responsible for producing work orders/instructions which accurately reflect customers’ requests for work. Communicate details of jobs correctly and specifically to production departments. Is attentive to all necessary functions to move jobs from inception to invoicing. Assures job accuracy by maintaining a high level of communication with other team members, sales and production.


Essential duties and responsibilities include the following. Other duties may be assigned.

  • Develop, maintain, and grow relationships with current customer base.
  • Utilize skills learned in Sales Training to present new ideas for revenue growth to current customer base.
  • Work closely with Project Managers to ensure timely and accurate communication with all clients/prospects and internal resources. 
  • Prepare accurate and complete work orders/instructions on every job to ensure clear communication with the production departments.
  • Communicate schedule demands & changes, completion dates, postage amounts, shortages and other facts with client either directly or via Sales Rep.
  • Represent the company in a courteous and cooperative manner via email or phone.
  • Get customer approval on all changes or deviations from the original work order as quickly as possible to ensure continued production without jeopardizing the order.
  • Checks samples of customers’ materials prior to releasing to production; make sure they conform to postal regulations and machine specifications.
  • Monitor progress of work order throughout production, confer with production staff, order supplies, and issue change orders as needed to expedite timely processing of job in accordance with customers’ requirements and company standards.
  • Participate in daily production meeting with sales, data processing, warehouse and production managers to discuss the status of all jobs in progress and major problem areas.
  • Schedule all pickup and delivery of customer material.
  • Maintain current knowledge of USPS regulations and policies.
  • Maintain good relations with postal employees and acts as liaison with the Bulk Mail Acceptance Unit.
  • Prepare shipping documents, bills of lading, and UPS/FedEx shipments for customers when necessary.
  • Maintain accurate postage accounting standards for each customer work order. Notify customers of any postage irregularities. Verify customer permit accounts to insure deposit of postage money.
  • Provide customers with quotations on prospective work within the limitations of your authority and scope. Assist customers with their questions regarding our services.
  • Maintain a neat and orderly filing system and paper trail system with regards to open jobs and jobs in progress.
  • Work closely with the IT and Sales in determining customer service policies, pricing levels, and elements of strategic planning.
  • Perform other duties as assigned.
  • Utilize fundamental thinking in managing projects, researching/solving issues and providing information.


General Time Allocations:

This position will require about 70% of your time to be spent preparing accurate and complete work orders/instructions for each job. The remainder of your time will be spent in providing oversight for jobs in process, working with customer questions/issues and billing. Some minimal travel (approximately once per quarter) required in conjunction with sales calls. Some overnight travel may be included.


Working conditions:

  • Typical workday: 8:00 – 5:00.  
  • Noise: moderate.
  • Environment: good.


Requirements

Required qualifications:

  

  • The ability to pay close attention to detail
  • The ability to multitask and to do so with high accuracy
  •  Above average communication skills written and verbal (previous customer service experience preferred but not mandatory)
  • The ability to follow processes consistently and accurately
  • Reliable and dependable 
  • Education and/or Experience: High school diploma or GED; or 2 years customer service experience and/or training; or equivalent combination of education and experience.
  • Manual and physical requirements: Regularly required to sit or stand; use hands to handle or feel objects, tools, or controls. Must frequently lift and/or move 10 pounds or more.
  • Good communication and interpersonal skills.
  • Maintain professional appearance and demeanor that reflect the company’s commitment to quality, continuous improvement, and respect for individuals.
  • Possess good computer skills. Be able to enter data into a job instruction system. Proficient in Microsoft Word, Excel, Outlook and keyboarding


Key Skills
Attention To DetailMultitaskingCommunication SkillsCustomer ServiceProcess FollowingReliabilityComputer SkillsData EntryProject ManagementProblem SolvingTeam CollaborationTime ManagementPostal Regulations KnowledgeShipping DocumentationSales TrainingCustomer Relationship Management
Categories
SalesCustomer Service & SupportManagement & LeadershipAdministrativeLogistics
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