[Remote] Onboarding IAM - Ent
Note: The job is a remote job and is open to candidates in USA. Connection is a company that simplifies IT by providing technology solutions tailored to customer needs. The Onboarding IAM role involves supporting account executives, managing client relationships, and ensuring effective onboarding processes for new clients.
Responsibilities
- Trains to perform all the duties of an Inside Account Manager while providing proactive direct sales support for one or more EAEs (Connection Enterprise Solutions Account Executives)
- Establishes, builds and maintains strategic relationships with clients, manufacturer sales teams and distribution partners
- Completes white glove activities for assigned clients
- Provides BEST experience for a new client
- Works with EAE to on-board new accounts
- Initiates relationship for new clients with Connection
- Provides introductions to the clients’ Connection team
- Demonstrates value proposition and provides tutorials
- Understands the clients’ needs & current challenges
- Identifies customer’s current initiatives & engage internal resources
- Identifies new opportunities
- Introduces new clients’ to Connection overlays and partners
- Registers all deals
- Ensures fast track of account creation / set up. Works with other departments to ensure timely set up
- Introduces new clients to their custom portal and highlights the values of self-service
- Modifies & manages client’s portal to suit their needs
- Identifies and manages clients’ standards & engages partners to secure most competitive pricing
- Communicates regularly with key client contacts
- Works to identify contacts in other departments
- Trains new EAEs for success and ensures their introduction to Connection & the culture
- Provides best level of support as EAE is ramping up thru a weekly cadence of contact
- Ensures EAE starts producing as fast as possible
- Directs new EAEs on who do I contact / engage
- Directs new EAEs on operational best practices
- Teaches new EAEs of our full capabilities (Services, overlays, etc)
- Helps new EAE stay on task to achieve their goals
- Provides EAE progress reports and feedback to management
- Provides customer quotes on complex solution proposals requiring technical configuration support
- Manages velocity proposals; inspects and reviews all velocity proposals >$25K to ensure pricing accuracy
- Follows up on customer quotes & opportunities
- Manages Salesforce activity to ensure all qualifying projects are recorded and updated
- Works towards maintaining a 4 hour customer response
- Works with Inside Sales Support to ensure all orders are being processed accurately & timely to meet the customer’s shipment service level expectations
- Assists with order escalations, overflow on order entry & pricing verification reviews
- Manages open order process support for complex orders
- Provides RMA escalation assistance to Inside Sales Support team
- Accountable for overall daily oversight of the support team, customer satisfaction and the relationship management with our customers and partners
- Responsible for the daily team communication with our customers, manufacturer partners & suppliers
- Works with EAE to define and maintain a pricing strategy that leverages the areas below to ensure a competitive discount is extended to our customers while maximizing margins
- Utilizes Partner Programs to manage customer bids and deal registration submissions
- Works with Inside Sales Support Team to create, maintain and manage customer standards and catalogues
- Utilizes self-service customer trainings and portal demonstrations (quote/order management, product search, reporting & RMA capabilities)
- Responsible for identifying net new opportunities by leveraging the following areas
- Proactive QBR & Unsolicited Proposal Support
- Monthly Spend Analysis & Standards Management Review
- Customer whitespace analysis and strategy implementation to target new lines of business & cross sell / up sell activity
- Key partner inside/outside sales team relationships
- High volume and the excellent quality of work produced are a key measure of job performance
- Manages and grows velocity product lines within existing client base by obtaining assigned monthly/quarterly revenue and GP goals
- Develops and maintains current velocity product line knowledge from top leading technology market leaders
- Prepares, Analyzes and Presents client activity reports
- Functions as the leader of inside sales team, mentoring, monitoring and delegating support tasks to Inside Sales Support Rep (ISSR)
- Performs additional duties as assigned
- Performs work from a remote home office
- May require flexible hours to support assigned customers' time zone
Skills
- Applicants must be authorized to work for any employer in the U.S
- Trains to perform all the duties of an Inside Account Manager while providing proactive direct sales support for one or more EAEs (Connection Enterprise Solutions Account Executives)
- Establishes, builds and maintains strategic relationships with clients, manufacturer sales teams and distribution partners
- Completes white glove activities for assigned clients
- Provides BEST experience for a new client
- Works with EAE to on-board new accounts
- Initiates relationship for new clients with Connection
- Provides introductions to the clients' Connection team
- Demonstrates value proposition and provides tutorials
- Understands the clients' needs & current challenges
- Identifies customer's current initiatives & engage internal resources
- Identifies new opportunities
- Introduces new clients' to Connection overlays and partners
- Registers all deals
- Ensures fast track of account creation / set up
- Works with other departments to ensure timely set up
- Introduces new clients to their custom portal and highlights the values of self-service
- Modifies & manages client's portal to suit their needs
- Identifies and manages clients' standards & engages partners to secure most competitive pricing
- Communicates regularly with key client contacts
- Works to identify contacts in other departments
- Trains new EAEs for success and ensures their introduction to Connection & the culture
- Provides best level of support as EAE is ramping up thru a weekly cadence of contact
- Ensures EAE starts producing as fast as possible
- Directs new EAEs on who do I contact / engage
- Directs new EAEs on operational best practices
- Teaches new EAEs of our full capabilities (Services, overlays, etc)
- Helps new EAE stay on task to achieve their goals
- Provides EAE progress reports and feedback to management
- Provides customer quotes on complex solution proposals requiring technical configuration support
- Manages velocity proposals; inspects and reviews all velocity proposals >$25K to ensure pricing accuracy
- Follows up on customer quotes & opportunities
- Manages Salesforce activity to ensure all qualifying projects are recorded and updated
- Works towards maintaining a 4 hour customer response
- Works with Inside Sales Support to ensure all orders are being processed accurately & timely to meet the customer's shipment service level expectations
- Assists with order escalations, overflow on order entry & pricing verification reviews
- Manages open order process support for complex orders
- Provides RMA escalation assistance to Inside Sales Support team
- Accountable for overall daily oversight of the support team, customer satisfaction and the relationship management with our customers and partners
- Responsible for the daily team communication with our customers, manufacturer partners & suppliers
- Works with EAE to define and maintain a pricing strategy that leverages the areas below to ensure a competitive discount is extended to our customers while maximizing margins
- Utilizes Partner Programs to manage customer bids and deal registration submissions
- Works with Inside Sales Support Team to create, maintain and manage customer standards and catalogues
- Utilizes self-service customer trainings and portal demonstrations (quote/order management, product search, reporting & RMA capabilities)
- Responsible for identifying net new opportunities by leveraging the following areas
- High volume and the excellent quality of work produced are a key measure of job performance
- Manages and grows velocity product lines within existing client base by obtaining assigned monthly/quarterly revenue and GP goals
- Develops and maintains current velocity product line knowledge from top leading technology market leaders
- Prepares, Analyzes and Presents client activity reports
- Functions as the leader of inside sales team, mentoring, monitoring and delegating support tasks to Inside Sales Support Rep (ISSR)
- Performs additional duties as assigned
- Performs work from a remote home office
- May require flexible hours to support assigned customers' time zone
Benefits
- 401k plans
- Medical insurance
- Free therapy visits
- Mental health coaching and tools
- Meditation resources
- Generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days
Company Overview