Onboarding IAM - Ent
What We Do
Who We Are
Why You Should Join Us
Responsibilities
Onboarding Inside Account Manager (OBIAM)
Inside Account Manager (IAM)
Client Experience Specialist
Create Exceptional First Impressions
You'll lead a world-class onboarding experience that helps new customers quickly realize the value of partnering with Connection .
- 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.
Develop into a Trusted Sales Advisor
Working alongside experienced Enterprise Account Executives, you'll learn to identify opportunities, support sales initiatives, and contribute to business growth.
- 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.
Build Strong Customer Relationships
You'll become a trusted business partner by providing responsive service and strategic account support.
- 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.
Lead Operational Excellence
You'll coordinate the resources needed to deliver a seamless customer experience from quote through fulfillment.
- 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 up to date.
- Analyze customer activity and prepare meaningful business reports.
Collaborate and Lead
As your knowledge grows, you'll become a key resource for both customers and teammates.
- 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.
Successful OIAMs
- Build lasting customer relationships based on trust and responsiveness.
- Deliver an outstanding onboarding experience that drives customer confidence.
- Identify and develop new revenue opportunities within existing accounts.
- Meet or exceed sales, gross profit, and customer satisfaction goals.
- Balance multiple priorities while maintaining exceptional attention to detail.
- Collaborate effectively across teams to deliver seamless customer experiences.
- Continuously grow their sales, technical, and business knowledge.
Why Join Connection ?
Min
Max
Required Qualifications
- Bachelor's degree or an equivalent combination of education and professional experience.
- Strong experience in customer service, sales support, account management, or inside sales.
- 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.
Preferred Qualifications
- 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.
Work Environment
Travel
- Occasional travel for customer meetings, training, or company events.
- Approximately 10–20% travel may be required.
Because of the possibility of fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process and communication with a “live person". Originally posted on Himalayas
Skills
Who can apply
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