The Account Manager is the primary point of contact for assigned customers and sales opportunities at Omnify, guiding the customer journey from the first quotation request through order execution, delivery, and post-delivery support.

Preparing accurate and competitive quotations, managing orders, coordinating projects, and maintaining explicit customer communication are all part of the same account ownership. The role works closely with Sales, Product Development, Production, Procurement, Finance, and Logistics to deliver technically sound solutions, realistic commitments, and a consistent customer experience.

Account Management & Customer Relationships

- Serve as the primary point of contact for assigned customer accounts across quotations, orders, delivery status, technical coordination, and issue resolution.
- Develop and maintain customer relationships that support long‑term engagement, confidence, and repeat business.
- Communicate proactively so customers are updated before they need to ask, with clear information on what happened, what comes next, and when.
- Maintain ownership through internal handoffs and follow‑up until the customer requirement, commitment, or issue reaches a clear and confirmed outcome.

Quotation Intake & Preparation

- Manage incoming quotation requests, revisions, technical inquiries, and follow‑ups, ensuring requirements are complete, prioritized, and actioned appropriately.
- Review inventory, production readiness, lead‑time requirements, and known constraints in Epicor before issuing quotations or customer commitments.
- Prepare accurate quotations for standard products based on specifications, drawings, and established pricing, in line with defined quotation SLAs.
- Prepare quotations for custom,



engineering, and non‑standard solutions by interpreting customer specifications, project requirements, construction drawings, DWG files, and 3D CAD files.
- Provide multiple product, sourcing, or pricing options where appropriate to support value engineering and customer requirements.
- Analyze internal costs, vendor pricing, freight, and margins to develop competitive pricing that aligns with company margin targets.
- Contact approved and prospective domestic and overseas vendors directly to obtain pricing, lead times, minimum order requirements, technical information, and alternative solutions needed to prepare customer quotations.
- Source new suppliers when specialized or custom project requirements call for additional options, coordinating supplier approval, onboarding, commercial terms, and purchase execution with Procurement as required.
- Build and validate vendor‑based quotation costing independently, confirming quote validity, availability, lead time, freight assumptions, and other material commercial factors before customer pricing is released.
- Collaborate with Product Development (PD) on pricing and technical feasibility for custom or non‑standard products.
- Support Regional Sales Managers with cost‑effective quotation options and value‑engineered alternatives when needed.

Order Management & Execution





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

Project Coordination & Tracking

- Coordinate project‑based and multi‑release orders from award through delivery, including drawings, approvals, production release, material readiness, shipment, and other key milestones.
- Track the customer Need‑By Date separately from Omnify's internal Promise Date, and communicate the Promise Date and any changes clearly once established by Production.
- Maintain an active project and order tracker showing current status, milestones, holds, responsible parties, risks, next actions, and target dates.
- Drive follow‑up with internal owners to keep work moving, rather than only reporting status, and elevate blockers early when customer commitments are at risk.
- When a Promise Date is at risk or does not support the customer Need‑By Date, coordinate recovery options internally before communicating the agreed plan and next steps to the customer.
- Facilitate clean handoffs between Sales, Product Development, Production, Procurement, Logistics, and other teams so requirements are

📌 Account Manager (Markham)
🏢 Omnify - Home of LumiSheet™
📍 Markham