Account Manager - Sales (Farmer)

About Balance Platforms, LLC
Balance Platforms, LLC (https://balanceclaims.com) is a Business Process Outsourcing (BPO) firm focused on assisting contractors in managing construction job file administration, including estimates and supplements work processes. Partnering with leading technology platforms and service vendors, we deliver compliant, timely construction job file management, enabling our clients to focus on selling, building, and billing. Acting as an extension of our clients, we work seamlessly within their platforms to ensure a focus on customer service and business efficiency.

Job Summary
Balance Platforms, LLC is seeking a proactive Account Manager (Sales Farmer) to join our Indianapolis, IN headquarters. This full-time, W2 position offers a competitive base salary with an aggressive incentive and commission structure. Joining a well-established sales team, this role inherits an existing book of business valued at ~$1.5 million, managing client relationships and account growth for over 150 established clients nationwide. With no cold calling or new prospecting, the role is dedicated to maximizing client value and ensuring client satisfaction for contractors specializing in roofing, exterior reconstruction, and property damage restoration.

Responsibilities and Duties

• Account Growth & Service: Upsell additional services, integrate vendor partnerships, and monitor smooth usage of Balance services while serving as the first point of escalation for client concerns.
• Client Interaction: Conduct ~35-40 client calls daily to support and expand account engagement, maintain client health, and ensure retention.
• Cross-functional Collaboration: Partner closely with the AR/collections, production, and customer service departments to support client success and participate in occasional strategic cross-departmental meetings.
• KPI Management: Drive performance through key metrics, including revenue generation, call volume, and client satisfaction levels.
• Reporting & CRM: Maintain detailed account activities within the CRM and provide occasional reports, ensuring accurate client data management and high-quality service delivery.

Qualifications and Skills

• Industry Knowledge: Experience in BPO/Third Party outsourcing sales or insurance restoration/roofing sales preferred.
• Skills: Proficient in Microsoft Office Suite; knowledge of property damage restoration industry tools and software a plus.
• Communication: Exceptional written and verbal communication skills; adept at handling client escalations and relationship-building.
• Organization & Analysis: Strong time management, analytical abilities, and organizational skills.
• Bonus Qualifications: Familiarity with the Entrepreneurial Operating System (EOS) is beneficial.

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