Sales Account Management Support Specialist
Dallas, IA - USA
Job Summary
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. Were 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Monitor account data quality identify missing or outdated information and resolve documentation gaps across tools and repositories.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
Bachelors 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. Thats 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 familys 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 were 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 todays 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 youre passionate about innovation impact and building systems the world depends on youll 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
Required Experience:
IC