Onboarding IAM - Ent - East

Essential Job Functions

White Glove Activities:

• Provide BEST experience for a new client.
• Work with EAE to on-board new accounts.
• Initiate relationship for new clients with Connection.
• Introduction to the clients’ Connection team.
• Value Proposition & Portal Demonstrations/tutorials.
• Understanding the clients’ needs & current challenges.
• Identify customer’s current initiatives & engage internal resources.
• Identify new opportunities.
• Introduce new clients to Connection overlays and partners.
• Register all deals.
• Fast Track of account creation/setup. Work with other departments to ensure timely setup.
• Introduce new clients to their custom portal and highlight the values of self-service. 
• Modify & manage Client’s portal to suit their needs.
• Identify and manage clients’ standards & engage partners to secure most competitive pricing.
• Communicate regularly with key client contacts.
• Work to identify contacts in other departments.

Ramping new EAEs

• Introduction of new EAE to Connection & the Connection culture.
• Weekly cadence with EAE.
• Provide best level of support as EAE is ramping up.
• Ensure EAE ramps up & starts producing as fast as possible.
• Direct new EAEs on who to contact/engage.
• Direct new EAEs on operational best practices.
• Teach new EAEs of our full capabilities (Services, overlays, etc.).
• Help new EAE stay on task to achieve their goals.
• Report back to management on progress of new EAE.

Customer Quotes

• Complex Solution Proposals requiring technical configuration support.
• Velocity Proposal Management.
• Inspection and Review of all velocity proposals >$25K to ensure pricing accuracy.
• Customer quote & opportunity follow-up.
• Salesforce activity management to ensure all qualifying projects are recorded and updated.
• Work towards maintaining a 4 hour customer response.

Order Management

• Work with Inside Sales Support to ensure all orders are being processed accurately & timely to meet the customer’s shipment service level expectations.
• Order Escalation and over flow assistance for order entry & pricing verification review.
• Open Order Management process support for complex orders.
• Provide RMA escalation assistance to Inside Sales Support team.

Account Management

• Responsible for the daily team communication with our customers, manufacturer partners & suppliers.
• Work 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.
  
  
  
  • Smart Sourcing Initiatives
  • Contractual Limitations
  • Utilize Partner Programs to manage customer bids and deal registration submissions
  
  
  
  
• Work with Inside Sales Support Team to create, maintain and manage customer standards and catalogues.
• 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
  
  
  
  
• Accountable for overall daily team management, customer satisfaction and the relationship management with our customers and partners.
• High volume and the excellent quality of work produced are a key measure of job performance.
• Manage and grow velocity product lines within existing client base by obtaining assigned monthly/quarterly revenue and GP goals.
• Must possess excellent organization, time and multi-task management skills.
• Must be able to effectively and professionally communicate with enterprise clients and Connection’s internal support teams.
• Must possess a high level of commitment towards customer services and responsiveness.
• Must establish, build and maintain strategic relationships with clients, manufacturer sales teams and distribution partners.
• Develop and maintain current velocity product line knowledge from top leading technology market leaders.  Velocity product lines are defined as desktops, mobile devices, low end servers, peripherals and accessories.
• Prepare, Analyze and Present client activity reports.
• Function as the leader of inside sales team, mentoring, monitoring and delegating support tasks to Inside Sales Support Rep (ISSR).
• Must be able to work flexible hours to support assigned customer time zone.
• Additional duties as assigned.

Non-Essential Job Functions

• Candidate must be able to travel 10-20% requirement.
• Candidate must be able to work from home office.
• Candidate must be able to work with a relatively high-pressure sales environment.