Whitestone Industries

Account Manager

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Account Coordinator

Ecommerce

• Collaborate with Sales on client discovery sessions, translating business needs into scalable technical and operational solutions.
• Design complex e-commerce workflows and fulfillment programs, customizing platform logic using third-party tools and automation layers.
• Serve as the internal lead during the pre-sale and implementation phases, bridging technical and non-technical teams.
• Draft detailed Statements of Work (SOWs) outlining platform configurations, customizations, integration points, timelines, and resourcing.
• Deliver tailored platform demos and walkthroughs, ensuring client understanding of both functionality and limitations.
• Lead internal project teams post-sale to execute builds, configurations, and automated workflows across departments.
• Assign tasks and manage progress with internal resources, including tech admins and web developers.
• Troubleshoot implementation roadblocks and proactively manage escalations to ensure timely, high-quality delivery.
• Coordinate a smooth transition of accounts to Account Management, ensuring documentation and process continuity.
• Support cross-functional team development by contributing to process playbooks and onboarding documentation.
• Conduct post-launch reviews and stakeholder check-ins, capturing feedback and proposing future enhancements.

E-Commerce Solutions Specialist

Financial Planning and Analysis

• Lead day-to-day financial operations of Whitestone
• Ensure accuracy and discipline while building a foundation for growth
• Oversee core finance functions including accounting, treasury, budgeting, forecasting, and financial systems
• Manage and develop the Accounting team and Finance Systems Specialist
• Own the integrity, accuracy, and completeness of all transactional financial data
• Oversee monthly close activities, ensuring deadlines and quality standards are met
• Establish and maintain strong internal controls and standardized processes across accounting functions
• Identify, investigate, and resolve discrepancies, errors, and process breakdowns
• Drive continuous improvement of finance workflows to increase efficiency, scalability, and accuracy
• Provide ongoing coaching, training, and performance feedback
• Serve as the primary finance point of contact for internal departments, vendors, and clients

Director of Finance

Project Manager

• Developing, maintaining, and expanding trusted client relationships
• Assisting Senior Account Managers with communicating and servicing client needs
• Providing branded product solutions for clients
• Supporting Account Managers in exceeding sales goals
• Hitting and exceeding sales targets
• Cross selling accounts to grow relationships
• Offering best in class customer support
• Documenting activities in company CRM

Account Coordinator

E-Commerce Solutions Specialist

Director of Finance

Project Coordinator – Account Manager Path