Markham Outer Southwest, Canada

Account Management & CustomerRelationships

- Serve as the primarypoint of contact for assigned customer accounts across quotations, orders,delivery status, technical coordination, and issue resolution.
- Develop and maintaincustomer relationships that support long-term engagement, confidence, andrepeat business.
- Communicateproactively so customers are updated before they need to ask, with clearinformation on what happened, what comes next, and when.
- Maintain ownershipthrough internal handoffs and follow-up until the customer requirement,commitment, or issue reaches a clear and confirmed outcome.

Quotation Intake & Preparation

- Manage incomingquotation requests, revisions, technical inquiries, and follow-ups, ensuringrequirements are complete, prioritized, and actioned appropriately.
- Review inventory,production readiness, lead-time requirements, and known constraints in Epicorbefore issuing quotations or customer commitments.
- Prepare accuratequotations for standard products based on specifications, drawings, andestablished pricing, in line with defined quotation SLAs.
- Prepare quotationsfor custom, engineering, and non-standard solutions by interpreting customerspecifications, project requirements, construction drawings, DWG files, and 3DCAD files.
- Provide multipleproduct, sourcing, or pricing options where appropriate to support valueengineering and customer requirements.
- Analyze internalcosts, vendor pricing, freight, and margins to develop competitive pricing thataligns with company margin targets.
- Contact approved andprospective domestic and overseas vendors directly to obtain pricing, leadtimes, minimum order requirements, technical information,



and alternativesolutions needed to prepare customer quotations.
- Source new supplierswhen specialized or custom project requirements call for additional options,coordinating supplier approval, onboarding, commercial terms, and purchaseexecution with Procurement as required.
- Build and validatevendor-based quotation costing independently, confirming quote validity,availability, lead time, freight assumptions, and other material commercialfactors before customer pricing is released.
- Collaborate withProduct Development (PD) on pricing and technical feasibility for custom ornon-standard products.
- Support RegionalSales Managers with cost-effective quotation options and value-engineeredalternatives when needed.

Order Management & Execution

- Convert acceptedquotations into accurate sales orders and ensure scope, pricing, quantities,ship-to information, and required documentation are correct.
- Manage orders throughinternal processes, coordinating with Production, Logistics, Procurement,Finance, and other teams to support timely execution and delivery.
- Ensure customerapprovals, deposits or payment requirements, holds, and other prerequisites areidentified and followed through before production release when applicable.
- Maintain complete andaccurate project, quotation, order, and customer records within ERP,



CRM,ticketing, and quotation systems.

Project Coordination & Tracking

- Coordinateproject-based and multi-release orders from award through delivery, includingdrawings, approvals, production release, material readiness, shipment, andother key milestones.
- Track the customerNeed-By Date separately from Omnify's internal Promise Date, and communicatethe Promise Date and any changes clearly once established by Production.
- Maintain an activeproject and order tracker showing current status, milestones, holds,responsible parties, risks, next actions, and target dates.
- Drive follow-up withinternal owners to keep work moving, rather than only reporting status, andescalate blockers early when customer commitments are at risk.
- When a Promise Dateis at risk or does not support the customer Need-By Date, coordinate recoveryoptions internally before communicating the agreed plan and next steps to thecustomer.
- Facilitate cleanhandoffs between Sales, Product Development, Production, Procurement,Logistics, and other teams so requirements are clear and complete beforerelease or execution.

Customer Success & Issue Resolution

- Own customerinquiries and support tickets through CRM and ticketing systems, maintainingproactive updates and transparent next actions until closure.
- Manage RMA processesthrough to confirmed resolution, coordinating required technical, production,logistics, or commercial actions.
- Coordinate internallyto resolve product, delivery, order, or documentation issues while keeping thecustomer informed throughout.
- Provide technicalproduct guidance to customers and internal

📌 Account Manager – Project Coordination (Markham)
🏢 Omnify
📍 Markham