Summary
Connection helps organizations solve IT challenges through technology hardware, software, cloud solutions, and support services. The Onboarding Inside Account Manager combines customer onboarding, account management, consultative selling, and operational support while partnering with Enterprise Account Executives to develop customer relationships, identify growth opportunities, and deliver exceptional service.
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
Skills
- Applicants must be authorized to work for any employer in the U.S
- * 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
- This is a remote position requiring a dedicated home office environment
- Candidates should be comfortable working independently while collaborating with cross-functional teams through virtual communication tools
- Some flexibility in working hours may be required to support customers across multiple time zones
- * Occasional travel for customer meetings, training, or company events
- * Approximately 10–20% travel may be required
- * 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
Qualifications
Must Haves
- Applicants must be authorized to work for any employer in the U.S
- * 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
- This is a remote position requiring a dedicated home office environment
- Candidates should be comfortable working independently while collaborating with cross-functional teams through virtual communication tools
- Some flexibility in working hours may be required to support customers across multiple time zones
- * Occasional travel for customer meetings, training, or company events
- * Approximately 10–20% travel may be required
Nice to Haves
- * 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
Benefits
- Compensation, 401k plans, medical insurance, and other benefits
- Free therapy visits, mental health coaching and tools, and meditation resources
- Generous paid time off package including vacation and sick time
- Wellness and Volunteer Time Off days
- Hands-on training
- Mentorship
- Opportunities for growth
- Hybrid work arrangement
- Some flexibility in working hours