Onboarding IAM - Inside Sales Account Manager

Connection is a company that guides the connection between people and technology. The Onboarding Inside Account Manager (OBIAM) role combines customer relationship management, consultative selling, and operational excellence to onboard customers and drive revenue growth.

Responsibilities:

• Deliver a personalized, "white glove" onboarding experience for new enterprise clients
• Introduce customers to their dedicated Connection team and available resources
• Demonstrate our technology solutions, customer portal, reporting capabilities, and self-service tools
• Understand each customer's business priorities, challenges, and strategic initiatives
• Configure customer portals, standards, and purchasing workflows to align with business needs
• Build trusted relationships with key customer stakeholders from the very beginning
• Support one or more Enterprise Account Executives with proactive sales activities
• Develop and manage customer quotes, including technically configured solutions
• Maintain a four-hour response goal for customer quote requests
• Register opportunities and manage deal registrations with manufacturer partners
• Follow up on active proposals and sales opportunities
• Identify cross-sell, upsell, and whitespace opportunities within existing accounts
• Conduct spend analysis and proactively recommend new technology solutions
• Maintain ongoing communication with customers, manufacturers, distributors, and internal teams
• Build relationships across multiple customer departments and decision-makers
• Help customers maximize the value of their technology investments
• Partner with customers on pricing strategies, standards management, and procurement optimization
• Deliver Quarterly Business Reviews (QBRs) and proactive account recommendations
• Oversee daily account activity to ensure timely order processing and issue resolution
• Partner with Inside Sales Support to maintain order accuracy and meet shipment expectations
• Assist with pricing reviews, order escalations, and complex open-order management
• Support return merchandise authorization (RMA) escalations
• Ensure Salesforce opportunities remain accurate and current
• Analyze customer activity and prepare meaningful business reports
• Coordinate activities across Sales, Operations, Customer Support, and manufacturer partners
• Mentor and guide Inside Sales Support Representatives on customer priorities
• Share best practices and contribute to team success
• Support new Enterprise Account Executives during onboarding by introducing company resources, sales processes, and operational tools
• Help accelerate new EAE productivity through coaching, collaboration, and ongoing support

Requirements:

• Bachelor's degree or an equivalent combination of education and professional experience
• Strong customer service, sales support, account management, or inside sales experience
• Excellent relationship-building and communication skills
• Strong organizational and time-management abilities
• Ability to prioritize multiple initiatives in a fast-paced environment
• Analytical mindset with strong problem-solving skills
• Experience working with CRM platforms such as Salesforce and ERP systems
• Proficiency with Microsoft Office, including Excel and Outlook
• Experience supporting enterprise or B2B technology customers
• Knowledge of IT hardware, software, cloud, or technology solutions
• Experience preparing solution quotes and managing complex sales opportunities
• Understanding of manufacturer partner programs, pricing strategies, and deal registration
• Experience with customer onboarding, account growth, or consultative sales