Onboarding IAM - Ent
Tasks
- Analyze customer spend and standards
- Assist with order escalations
- Build client relationships
- Complete white glove client support
- Create and manage customer standards
- Deliver self service customer trainings
- Demonstrate portal capabilities
- Ensure account setup timeline
- Execute pricing strategy
- Follow up on quotes and opportunities
- Maintain partner relationships
- Manage Salesforce activity
- Manage customer portal
- Manage customer satisfaction
- Mentor inside sales support team
- Onboard new accounts
- Oversee support team daily
- Perform whitespace analysis
- Prepare client activity reports
- Process orders accurately
- Provide RMA escalation assistance
- Provide customer quotes
- Provide proactive sales support
- Provide tutorials and value proposition
- Register deals
- Review pricing accuracy
- Support complex velocity proposals
- Train inside sales duties
Perks/Benefits
- 401k plan
- Free therapy visits
- Medical insurance
- Meditation resources
- Mental health coaching
- Paid time off
- Remote work opportunities
- Volunteer time off
- Wellness time
Skills/Tech-stack
Account onboarding | Customer Portal | Customer Spend Analysis | Customer portal management | Deal registration | Order Management | Portal management | Pricing Strategy | Quote Management | RMA management | Reporting | Sales Enablement | Salesforce | Self Service Training | Self-Service | Service training | Spend analysis | Standards Management
Education
N/A
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